TruePilot is a virtual assistant for tax accountants that simplifies tax research and advisory services. It answers federal and state tax law questions and tracks changes over time. By uploading client data in PDF format, it can quickly calculate potential tax liabilities and analyze over 600 data points per return. Users can also identify advisory opportunities, such as clients who might benefit from forming an S Corporation. 
TruePilot enhances responsiveness and proactivity in tax services, ultimately boosting firm revenue while benefiting clients.

Finance

TruePilot

Dave Haase

Stefan Castelán

Sylvia LePoidevin

Jonina Craig

Liam Williams

Sunny Shah

This department focuses on developing and implementing AI technologies and solutions.

Artificial Intelligence

This department focuses on ensuring customer satisfaction and retention by managing relationships and providing support throughout the customer lifecycle.

Customer Success

This department drives revenue growth by managing client relationships and closing sales deals.

Sales Department

This department provides advisory and support services related to tax compliance and planning.

Tax Services

This department is responsible for designing, building, and maintaining software applications and systems.

Software Development

This department specializes in creating and implementing artificial intelligence solutions and technologies.

TruePilot

Org chart

Teams

Artificial Intelligence

Customer Success

Sales Department

Tax Services

Software Development

AI Development

Offices

TruePilot

Org chart

Teams

Artificial Intelligence

Customer Success

Sales Department

Tax Services

Software Development

AI Development

Offices

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