TruePrep

TruePrep is an AI-powered software platform built specifically for tax accounting firms and CPAs to automate and streamline tax research, planning, and client communication. Created by experienced accountants, TruePrep tackles the biggest pain points in tax practice—like time-consuming research, manual calculations, and endless client questions—by providing instant, accurate answers and automated workflows. Its AI assistant references tens of thousands of federal and state tax codes, keeps up with the latest law changes, and even drafts client emails and plan summaries. With TruePrep, firms can boost efficiency, increase revenue, and focus more on high-value advisory services instead of repetitive busywork.

Key Features

• AI-driven tax research and planning: Instantly answers complex tax questions and creates personalized projections for clients.
• Automated client communication: Drafts emails, plan summaries, and responses to client inquiries in minutes.
• Real-time updates: Keeps your team current with monthly tax law changes and compliance requirements.
• Seamless integration: Works alongside existing tax software and streamlines data management and workflow.

Use Cases

• Tax professionals quickly researching and resolving complex client questions.
• Firms automating tax projections, scenario analysis, and year-over-year comparisons for clients.
• CPAs providing proactive, personalized advisory services without extra manual effort.

Technical Specifications

• Web-based platform; accessible from any modern browser, no downloads required.
• AI assistant references tens of thousands of federal and state tax codes for high accuracy.
• Data security and privacy prioritized, with regular updates to ensure compliance with the latest standards.