AI for tax accountants Built by tax accountants

Get quick answers to questions on tax law research, your client base, or a specific client’s situation.

Run tax calculations in real time.

How much did a client save by being an S corp? What are the retirement options for this client and how much would they save by maxing out those options? How much would they save if they elected to pay $9k in PTE tax?

Run calculations in seconds that otherwise could take you an hour or more.


Get detailed answers on state tax law questions

Want to know the answer to a client’s question on a new state tax law? Need to figure out which other clients are impacted by it? Ask your AI assistant to make you a list of affected clients, then draft an email summarizing the new laws.


Identify clients for new advisory services

Search your client database to find clients who paid penalties and need to do quarterly estimates, or who should form an S corp because they have SE income - Ask TruePrep to make you a list, run the tax calculations for each client, and even draft an email to them summarizing the information.

Use AI to poinpoint clients for new advisory services

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