Accountants

TAX TASK AUTOMATION

Stop Wasting Time On Tax Admin Tasks And Grunt Work

Automate tedious accounting admin, run custom tax projections, and draft emails to clients – in minutes.

It’s like having the rockstar intern you’ve always wanted.

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AUTOMATED TAX SUMMARIES

Auto-generate tax summaries and draft emails to clients

Spend more time on actual tax strategy and accounting, rather than spending hours in your inbox making sure a tax summary is formatted correctly before you email it to a client.

PROACTIVE TAX SUPPORT

Help clients stay ahead of new state tax laws (before they ask)

Got a complex question from a client on a new state tax law? Get an accurate, annotated answer from the AI assistant in seconds. Then, have it identify which other clients are also impacted and draft an email summarizing the new laws to send to all of them.

ADMIN TASK AUTOMATION

Automate tedious admin tasks that take hours every week

Stop wasting time copy-pasting data or searching for old returns in cloud file storage that aren’t in the right folder (or worse, aren’t named correctly). Upload documents in bulk, then ask the AI assistant to pull them up or answer questions about them anytime.

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."”