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TruePilot

The first AI virtual assistant for tax accountants.

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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

Screenshot & Video

1/3

LICENSING & DEPLOYMENT

SUPPORT

  • Email
  • Chat
  • Phone
  • 24x7 Support

Knowledge Base

  • Help Guide

TruePilot Core Features

Financial Planning

  • 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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