TruePilot

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SKU: truepilot
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.
tax automation AI virtual assistant tax research client advisory accounting software
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.
The agent demonstrates high autonomy through AI-driven automation in review management and customer interactions, featuring tools like pre-generated response prompts and predictive analytics while maintaining human oversight for quality control. Its architecture integrates real-time processing with foundational LLMs for contextual decision-making.
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Paid