Best AI tools for< Enrolled Agent >
Infographic
2 - AI tool Sites

CPA Pilot
CPA Pilot is an AI tax planning assistant designed for CPAs, Enrolled Agents, and U.S. tax firms. It acts as a digital tax advisor, automating tasks such as 1040 research, drafting client emails, generating marketing content, and staff onboarding. The tool aims to streamline tax preparation processes, improve client communication, and enhance overall efficiency for tax professionals.

CareOasis
CareOasis is a platform dedicated to empowering family caregivers by providing them with the necessary resources and support. The platform offers personalized assistance, professional training, and compensation to help caregivers deliver the best care possible while also getting paid. CareOasis simplifies the process for caregivers to check their eligibility, get enrolled and certified, and start receiving regular paychecks for the care they provide. The platform aims to ease the burden on family caregivers and ensure they have the tools and support needed to continue delivering high-quality care to their loved ones.