TruePilot | Tax Automation
The Super Assistant You Always Wanted

Answer client questions, do complex calculations, and look for advisory opportunities with the help of AI.

TAX RESEARCH
Answer Tax Research Questions

We cover both federal and state research needs - and you can use AI to turn the research into emails or combine topics to save you time.

CLIENT PROJECTIONS
Run Complex Calculations with AI

Want to know how much a client saved or could save by forming an S corp? Calculate this and hundreds of other possibilities in seconds.

Generate reports you can share with clients to improve and expedite advisory services like never before.

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.

Pricing Plans

  • Molly Sutz ~ BlueSky Advisory

    “I used to do 2, maybe 3 returns a day and had to work until 10pm each night. For the last week I've been doing close to 10 a day and so have several others on our team. I can get done at 5pm and this has been the easiest tax season of my life.”

  • Testimonial from Jason Staats, CPA

    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."

  • Customer quote from Joli Chu, owner of Truly Financial Group

    Joli Chu ~ Owner

    “I’ve been on the quest for a sophisticated and advanced tax planning tool for my clients.  After I started using TruePrep, I know this is IT. “

  • Customer quote from Bonnie Fenton, CPA at Golden State Accounting

    Bonny Fenton ~ CPA

    “This is like hiring the best junior accountant possible for under $100 a month. I genuinely feel blessed to have found TruePrep.”

  • Customer quote from Doug Zandstra, CPA

    Doug Zandstra ~ Owner & CPA

    “TruePrep has transformed the analysis side of tax prep, streamlining the process and allowing me to focus more on strategic planning rather than manual data collection.”

  • Customer quote from Susan Marie, CPA

    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.”

  • Customer quote from Hilary Clendenning, CPA and Tax Partner

    Hilary Clendenning ~ CPA and Partner

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

Ready to get started?

Try TruePrep for free for 7 days.