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The first AI virtual assistant for tax accountants.

TruePilot is a virtual assistant for tax accountants that simplifies tax research and advisory services. It answers federal and state tax law questions and tracks changes over time. By uploading client data in PDF format, it can quickly calculate potential tax liabilities and analyze over 600 data points per return. Users can also identify advisory opportunities, such as clients who might benefit from forming an S Corporation. TruePilot enhances responsiveness and proactivity in tax services, ultimately boosting firm revenue while benefiting clients.
TruePilot
2015
United States
  • Investment-management
1 Industry
  • English
1 Language
Industries
  • Investment-management
Licensing & Deployment
Support
  • Email
  • Chat
  • Phone
  • 24x7 Support
Knowledge Base
  • Help Guide

TruePilot Core Features

Focus of Financial Planning Feature
  • Accounting Integration
  • Budgeting & Forecasting
  • Financial Reporting
  • Risk Management
  • Tax Management
  • AI Features

TruePilot Pricing

Pricing Type
  • Per User
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Monthly Payment
  • Annual Subscription
Pricing Description
Monthly $120
Yearly $995
Vendor pricing page

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