Audience

The first AI virtual assistant for tax accountants

About TruePilot

TruePilot is a virtual assistant for tax accountants that simplifies tax research and advisory services. It answers federal and state tax law questions and tracks changes over time. By uploading client data in PDF format, it can quickly calculate potential tax liabilities and analyze over 600 data points per return. Users can also identify advisory opportunities, such as clients who might benefit from forming an S Corporation.

TruePilot enhances responsiveness and proactivity in tax services, ultimately boosting firm revenue while benefiting clients.

Pricing

Starting Price:
$50 per month
Pricing Details:
$37.50 per month if paid annually
Free Trial:
Free Trial available.

Integrations

No integrations listed.

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Company Information

TruePilot
Founded: 2015
www.trueprep.ai

Videos and Screen Captures

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Product Details

Platforms Supported
SaaS
Training
Documentation

TruePilot Frequently Asked Questions

Q: What kinds of users and organization types does TruePilot work with?
Q: What languages does TruePilot support in their product?
Q: What type of training does TruePilot provide?
Q: Does TruePilot offer a free trial?
Q: How much does TruePilot cost?

TruePilot Product Features

Corporate Tax

Data Verification
For Nonprofits
Data Import / Export
Electronic Filing
Payroll & Employer Forms
K-1 Reporting
Compliance Management
For Partnerships
Exception Notification
Status Tracking
Tax Planning

Tax Planning

Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Detailed Savings Calculations
Strategy & Scenario Comparison
Tax Return Scanning
Tax Return Diagnostics
Export Branded Proposal
Export Branded Tax Plan

TruePilot Additional Categories