Accounting Firm Owners

ADVISORY REVENUE GROWTH

Unlock New Advisory Services Revenue From Existing Clients

Figure out who would benefit from new client advisory services, run their custom tax projections, and draft emails to them – in minutes.

It’s like having a super-accountant work on every single client.

CLIENT OPPORTUNITY MAPPING

Pinpoint clients that would benefit from new services

Want to offer S Corp formation as a new client advisory service? TruePrep helps you figure out which of your clients would benefit the most from forming an S Corp to minimize payroll taxes (e.g. if they have over $50k of income on their schedule C).

AUTOMATED TAX DRAFTS

Generate drafts of tax plans, tax summaries, and emails

Found a client that would benefit from a new advisory service? TruePrep can draft an optimized tax plan for you to review, then draft an email you can send to the client that summarizes the plan and lays out pricing.

TAX LAW INSIGHTS

Stay ahead of the curve on new federal and state tax laws

Caught off-guard with a question from clients or staff on a new state tax law that you haven’t had the time to research yet?

Get quick, annotated answers on new federal and state tax laws, then ask TruePrep to tell you which of your clients are impacted so you can reach out to them before they even ask.

TRUSTED PARTNERS

Trusted By Firms and Professionals

  • Jason Staats ~ CPA

    "You know that stanky old data mining utility your tax software has? It's like that on steroids. With an A.I. jetpack."

  • Bonny Fenton ~ CPA

    “This is like having an admin for 50 dollars a month. I genuinely feel blessed to have found TruePrep.”

  • Susan Marie ~ CPA

    “I can access all my client data like never before. It used to take literal days to find clients affected by tax changes. With TruePilot, I love that I can easily download, review, edit, and send a response in minutes.”

  • Hilary Clendenning ~ CPA and Partner

    “It's so simple to use and saves me hours on each return by pulling data out, creating the workpaper, renaming and organizing my files, and helping with review and verification."”