TruePilot

TruePrep is an AI-driven solution designed to free tax accountants and CPAs from repetitive, time-consuming work. Built by a CPA, it automates data entry, tax research, client communication, and tax scenario modeling—making complex returns simpler and advisory services more accessible. Instead of wrestling with clunky, outdated tools and endless manual reviews, TruePrep offers instant, smart answers pulled from tens of thousands of tax codes. The result: accountants serve more clients, work faster, and increase revenue with less stress, all through an interface friendly to any tech skill level.

Key Features:

• Automated Data Extraction: Instantly reads and imports data from W-2s, 1099s, K-1s, and brokerage statements, cutting return prep time by up to 80%.
• AI Tax Research & Summarization: References tens of thousands of federal and state laws to answer client questions and draft clear, accurate summary emails.
• Tax Planning & Projections: Creates personalized, up-to-date tax plans and projections for clients in minutes, not hours.
• Proactive Client Opportunity Detection: Flags potential advisory opportunities and clients who could benefit from additional services, like forming S corps or avoiding penalties.

Use Cases:

• Automating tax return preparation and review, drastically reducing manual data entry and review cycles.
• Drafting personalized advisory emails and summaries, allowing accountants to focus on value-added client conversations.
• Instantly identifying and serving clients affected by regulatory changes, ensuring compliance and maximizing tax savings.

Technical Specifications:

• Cloud-based platform with secure, intelligent data handling and privacy features.
• Integrates with popular tax, workflow, and document management software for seamless operation.
• Employs advanced AI and machine learning models to automate extraction, classification, and tax calculations.