Zip Through TAX PREP, ADVISORY, AND CLIENT QUESTIONS WITH AI

– AND LOG OFF BY 5.

Try it for 7 days. No fluff. No sales calls.

Clunky software makes it hard to run tax calculations and scenarios quickly.

You’ve always wanted to do more client advisory, but never have the time.

Each question takes 30+ minutes of tax research to properly answer.

Our Tax Planning and Projections tool helps you create tax projections for your clients in minutes, not hours.
You’ll get personalized suggestions based on your clients’ tax situation. When you’re ready, have the AI auto-draft plan summaries and emails to send their way.
Stop spending thousands of dollars on complex, hard-to-use tax research software. Let the AI Assistant do the research for you, quickly and accurately.
TruePrep references tens of thousands of federal and state tax codes to summarize complex inquiries efficiently.
With monthly updates, we'll ensure that you stay current with the latest changes in tax law.

15%

Avg Increase in Revenue per client

95%

Accuracy on REG exam questions

2.0+

Hours saved per day

Molly Sutz ~ BlueSky Advisory

“TruePrep is an actual lifesaver - it makes tax season feel manageable. I used to do 2-3 returns a day manually, but I’ve since been able to double or triple my efficiency. What used to take me a week I can now do in a few days.”
Jason Staats ~ CPA

"You know that stanky old data mining utility your tax software has? It's like that on steroids. With an A.I. jetpack."
Joli Chu ~ Owner

“I’ve been on the quest for a sophisticated and advanced tax planning tool for my clients. After I started using TruePrep, I know this is IT. “
Bonny Fenton ~ CPA

“This is like hiring the best junior accountant possible for under $100 a month. I genuinely feel blessed to have found TruePrep.”
Doug Zandstra ~ Owner & CPA

“TruePrep has transformed the analysis side of tax prep, streamlining the process and allowing me to focus more on strategic planning rather than manual data collection.”
Susan Marie ~ CPA

“I can access all my client data like never before. It used to take literal days to find clients affected by tax changes. With TruePilot, I love that I can easily download, review, edit, and send a response in minutes.”
Hilary Clendenning ~ CPA and Partner

“It's so simple to use. This saves me hours on each return by pulling data out, creating the workpaper, renaming and organizing my files, and helping with review and verification."”