TruePilot
Overview
An AI-powered virtual assistant designed for tax accountants, streamlining tax research and automating client advisory services.
Best For Professions:
TruePilot is an AI-driven virtual assistant developed by TruePrep, tailored specifically for tax accountants. It automates complex tasks such as tax research, client inquiries, and tax savings calculations, enabling professionals to provide real-time advisory services efficiently. By analyzing client tax returns and referencing extensive federal and state tax codes, TruePilot delivers accurate, annotated answers to complex tax questions, drafts client communications, and identifies opportunities for tax planning and projections. This automation enhances client experiences and drives revenue growth for tax professionals.
Some of the use cases of TruePilot:
- Automating tax research and providing quick, accurate answers to client questions.
- Calculating tax savings and strategies based on clients' tax return data.
- Drafting personalized emails and tax summaries for clients.
- Identifying clients affected by new tax laws and generating advisory opportunities.
- Streamlining administrative tasks to enhance productivity and client service.
TruePilot Video:
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