Tax Prep Automation
Spend 80% Less Time On Each Tax Return

Extract data from source documents, review tax returns, and sync to tax software – in minutes, not hours.

AUTOMATED TAX REVIEW
Review Tax Returns Using AI

TruePrep AI reviews key income data, including carryovers, and identifies potential tax advisory opportunities. Validate key parts of the tax return to speed up review.

⇲ Then, download delivery letters, workpapers, and bookmarked PDFs of all source documents for each client.

SOURCE DATA
Extract and Import Data Automatically

Auto-extract data off forms W2, 1098, 1099 INT, DIV, MISC, NEC, consolidated brokerage statements from hundreds of banks, and K-1s.

⇲ Then, push that data into your tax software in seconds.

CLIENT DOCUMENTS
Automate Client Document Checklists

Eliminate the back and forth that kills your productivity. Automatically pull a list of necessary documents and check them off as they come in.

Tax Prep Automation

Build a plan tailored to your firm's exact size and needs

⚙️
Best value for firms who do 200+ returns
100 500 returns 2500+
Annual Total ⓘ

Pricing Calculation

×
Selected Tier Volume 500
Included Returns 500
Base Rate/Return $32/return
Base Annual Price $16,000
Included Users 6
Add'l Return Cost $32 each
Add'l User Cost $500 each

Additional costs apply only if you exceed the included amounts for your selected tier.

$16,000
Only  $60  $32/return
tax prep, review, and research included
Purchased return credits never expire -
buying in bulk provides the best value.
Includes 6 Users ⓘ

User Calculation

×

Your selected tier includes 6 Users.

TruePilot AI assistant counts as one user towards this total.

Included users are based on your selected return volume. Add more users anytime for $500/year each via the 'Additional Rates' below.

Additional returns: $32 each
Additional users: $500 each
Book A Demo

  • Molly Sutz ~ BlueSky Advisory

    “TruePrep is an actual lifesaver - it makes tax season feel manageable. I used to do 2-3 returns a day manually, but I’ve since been able to double or triple my efficiency. What used to take me a week I can now do in a few days.”

  • 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?

Get pricing and an onboarding plan on a 30-minute call