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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Presenting Autopilot: a revolutionary application designed to help you automate your investment portfolio by mirroring the strategies of elite traders in real-time. With Autopilot, you can eliminate the stress of investing as seasoned experts steer your financial journey. Select from a roster of exceptional traders and effortlessly replicate their moves while maintaining full control over your portfolio—automatically. - Link your current investment portfolio and start mirroring any of our top-rated traders. - Become a member of the Autopilot Club to unlock exclusive access to future trades, special bonuses, and additional benefits! Moreover, this community ensures you stay ahead with the latest investment trends and insights from leading professionals.

Description

CPA Pilot serves as an innovative AI-driven tax planning assistant specifically designed for accounting professionals. Functioning as more than mere software, it acts as a virtual tax consultant, aiding CPAs, Enrolled Agents, and tax firms in automating research, optimizing workflows, and providing enhanced services to clients. With CPA Pilot, firms are able to: - Automate 1040 research and tax planning tasks, saving significant hours each week. - Boost both accuracy and compliance through AI-enhanced deduction identification and integration of IRS/state regulations. - Strengthen client relationships by utilizing automated, client-ready communications, insights, and forward-thinking tax strategies. - Expand their practice by facilitating quicker onboarding of new staff and alleviating the pressures of tax season. Regardless of whether you are an independent CPA, part of an expanding tax firm, or overseeing intricate client portfolios, CPA Pilot transforms tax preparation into a quicker, more intelligent, and less stressful process—allowing you to concentrate on providing advisory services instead of being bogged down by paperwork. This innovative tool ensures that professionals can deliver exceptional value to their clients while maintaining efficiency in their operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

AppointmentCore
Burst SMS
Forager
Formstack
Latenode
Peaka
Primo
Puntt AI
Quickwork
ZeroBounce

Integrations

AppointmentCore
Burst SMS
Forager
Formstack
Latenode
Peaka
Primo
Puntt AI
Quickwork
ZeroBounce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$19
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Autopilot

Founded

2020

Country

United States

Website

www.joinautopilot.com

Vendor Details

Company Name

CPA Pilot

Founded

2023

Country

United States

Website

www.cpapilot.com

Product Features

Product Features

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

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