AI Assistant

AI FOR TAX ACCOUNTING

AI Assistant

Ask questions about your clients or complex tax law and get detailed, annotated answers – in seconds.

It’s like the rockstar junior staff member you’ve always wanted.

ANNOTATED ANSWERS

Get annotated answers to state tax law questions

Search over 10,000 primary sources for answers to tax law questions on thousands of tax-specific topics. TruePrep’s AI Assistant is continuously updated with new tax data and laws, and always cites the source of its response.

TAX SUMMARIES

Generate tax summaries and draft emails to clients

Spend less time in your inbox and more time on actual tax accounting. Let the AI Assistant take care of routine tasks like formatting summaries and drafting emails based on the work you’ve done.

ADMIN EFFICIENCY

Stop wasting time on tedious admin tasks

Don’t waste time copy-pasting data from spreadsheets and PDFs into your tax software or pulling up old returns from cloud storage. Upload documents once, then ask the AI Assistant to pull them up anytime you’d like.

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."”