TruePrep

TruePrep

AI built for accountants, by accountants.

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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

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

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