Save time and drive advisory revenue with the power of AI

TruePilot puts tax law and client data at your fingertips like never before - giving you the ability to advise and serve your clients well.

It’s A.I. built for accountants, by accountants.

Tax research and advisory, simplified (no grunt work required).

  • Stop spendin thousands of dollars and hundreds of hours a year on complex, hard-to-use tax research software. TruePilot will do the research for you, quickly and accurately.

    TruePilot references thousands of federal and state tax codes to summarize complex inquiries efficiently, pointing you directly to the source of information to ensure correctness.

    With monthly updates, TruePilot ensures you stay current with the latest changes in tax law.

  • Finding clients affected by tax changes is a very costly process. Long gone are the days of sifting through thousands of client returns.

    TruePilot can quickly search your client data to identify those affected by any given change. Wondering who might be impacted by a state capital gains rate change? Just ask TruePilot.

    TruePilot never sees, accesses, or uses sensitive data.

  • Our projections tool utilizes the TruePilot system with our Intelligence Engine to quickly create tax projections for individuals.

    Projections will load the extracted federal and state data from a return, and enable the CPA to work with their client to adjust the projected data based on changes in the current year.

    TruePilot then uses is extensive tax knowledge to give suggestions on where the client could improve their situation in, and generate plan summaries as word documents quickly.

TruePilot computer vision turns your clients into a searchable database

90+

Supported source documents

600+

Average data points per return

1-2+

Hours saved per day

TruePilot turns your client data into a searchable database - so you can see who is impacted by tax changes and who is in need of advisory services.

Want to find who has an estimated payment due this quarter? It’s a search that takes 9 seconds.

Want to find who should form an S corp to minimize payroll taxes? Search for clients with over $50k of income on their schedule C.

Need to know the income limits for a Roth IRA or have any other tax code question? We handle both states and federal questions in seconds and give you a reference document from the IRS, state websites, or IRC in just a few seconds.

FREQUENTLY ASKED QUESTIONS

  • We enable upload via our web app - designed to be dead simple. We will also integrate into various file storage platforms for automatic upload.

  • In may, we’ll launch integrations with Lacerte and Proconnect.

  • We test our intelligence engine on several hundred real tax documents, covering thousands of individual data points. Each piece of extracted data is reviewed by a human and accuracy is subsequently calculated from there.

  • We use in house techniques to systematically remove SSNs upon initial upload from the document itself. SSNs are never extracted or stored in any capacity. Other PII like names and addresses are only extracted and used during the verification process, and to match tax documents properly during integration steps. We do not permanently store other PII in our databases, but we do leave them on the documents themselves so preparers can ensure each document is associated with the correct client.

Trusted By Firms and Professionals

  • "You know that stanky old data mining utility your tax software has? It's like that on steroids. With an A.I. jetpack."

    Jason Staats, CPA

  • “This is like having an admin for 50 dollars a month. I genuinely feel blessed to have found TruePrep.”

    Bonny Fenton, 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.”

    Susan Marie, CPA

  • “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."”

    Hilary Clendenning, CPA and Partner

Want to get started?

Try TruePrep.ai for free for 7 days.