
TruePrep
AI built for accountants, by accountants.

TruePrep is an AI software designed for tax accounting firms and CPAs to streamline tax planning, projections, and research processes. The AI Assistant within TruePrep helps accountants and financial advisors to quickly identify clients affected by tax changes, create tax projections, and answer complex tax questions in real time. By leveraging AI technology, TruePrep aims to save time, increase accuracy, and improve revenue generation for tax professionals.
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Features
- Identify clients affected by tax changes
- Create tax projections in minutes
- Answer complex tax questions in real time
- Monthly updates to stay current with tax law changes
- Searchable database to track client data
Advantages
- 10-20% average increase in revenue per client
- 99.95% accuracy rate of AI responses
- Save 2+ hours per day on tax-related tasks
- Efficiently handle federal and state tax code inquiries
- Enhanced client service through personalized tax suggestions
Disadvantages
- Limited integrations with tax software (e.g., Lacerte)
- Initial learning curve for new users
- Potential data privacy concerns
Frequently Asked Questions
-
Q:How do I upload tax documents?
A:You can upload tax documents via the web app or integrate with file storage platforms for automatic upload. -
Q:Which tax software do you integrate with?
A:TruePrep is currently working on integrations with Lacerte, with more to come soon. -
Q:How do you calculate 99.9% accuracy?
A:Accuracy is tested on real tax documents with human review of extracted data points. -
Q:How do you handle sensitive data?
A:Sensitive data like SSNs are systematically removed upon initial upload, and other PII is used for verification only.
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