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.

truepilot

An AI-powered virtual assistant designed for tax accountants, streamlining tax research and automating client advisory services.

AI Agents Tagged with: client advisory

TruePilot