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

This department focuses on overseeing operational functions and managing technological infrastructure.

Operations and Technology

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 focuses on enhancing customer interactions and driving brand loyalty through various marketing strategies.

Customer Engagement

This department focuses on software development and consulting solutions related to artificial intelligence and technology.

Development Group

This department is responsible for strategic vision, decision-making, and overall organizational leadership.

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Other teams

Artificial Intelligence

Customer Success

Sales Department

Customer Engagement

Development Group

Executive Leadership