A team of specialized AI agents that automate document intake, bookkeeping, workpapers, review, and client communication — so your firm scales without burning out.
TaxPilot isn't a chatbot bolted onto your software — it's an autonomous workforce purpose-built for tax and accounting.
Agents handle repetitive intake, tie-outs, and follow-ups so your team focuses on review and advisory.
Parallelized AI workflows compress prep cycles from days to minutes without adding headcount.
Every action, source document, and calculation is logged with citations and version history.
Models fine-tuned on IRS forms, GAAP, state codes, and firm SOPs — not a generic chatbot.
Client PII stays inside your firm's tenant. No training on your data, ever.
Native connectors for QuickBooks, Xero, CCH, Lacerte, UltraTax, Drake, Karbon, and more.
Emails clients, chases missing documents, classifies W-2s, 1099s, K-1s, and bank statements automatically.
Categorizes transactions, reconciles accounts, and flags anomalies across the entire client book.
Builds workpapers, populates returns, computes depreciation, and ties source docs to every line.
Runs firm checklists, diff-checks prior year, and surfaces planning opportunities for the partner.
Drafts engagement emails, e-sign requests, payment reminders, and answers client questions 24/7.
Answers tax questions with citations to IRC, Treasury Regs, and recent rulings in seconds.
OAuth into QuickBooks, your tax software, email, and storage in minutes.
Upload SOPs, checklists, and prior-year files. TaxPilot mirrors how your firm works.
From client intake to filing — agents handle the work, your team approves.
Take on more clients, expand advisory, and keep your team out of busy-season burnout.
CPA firms running TaxPilot file faster, catch more savings, and free their best people to do high-value advisory work.