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Description
TruePilot serves as a digital assistant tailored for tax accountants, streamlining the processes of tax research and advisory services. It provides answers to inquiries regarding federal and state tax regulations while monitoring legislative changes over time. By enabling users to upload client information in PDF format, it efficiently calculates potential tax liabilities and examines over 600 data points for each tax return. Additionally, the platform helps users identify advisory prospects, including clients who may gain advantages from establishing an S Corporation.
With TruePilot, tax services can significantly improve their responsiveness and proactivity, leading to enhanced revenue for firms and greater benefits for their clients. This innovative tool not only saves time but also empowers accountants to offer more strategic advice, thereby elevating the overall quality of their services.
Description
Vertex software allows tax determination, compliance and reporting, tax data and management, as well as document management. It also integrates with core business applications to provide powerful integrations.
Vertex combines the best of technology innovation, tax process expertise, and industry partnerships to create a global indirect tax solution. This reduces audit exposure and allows tax departments to add more value to their companies.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Acumatica Cloud ERP
Aptos Retail Cloud
Aria
CSG Encompass
CryptoTax360°
Excede DMS
Kibo eCommerce
MINDBill
Magento
Microsoft Dynamics 365
Integrations
Acumatica Cloud ERP
Aptos Retail Cloud
Aria
CSG Encompass
CryptoTax360°
Excede DMS
Kibo eCommerce
MINDBill
Magento
Microsoft Dynamics 365
Pricing Details
$50 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
TruePilot
Founded
2015
Website
www.trueprep.ai
Vendor Details
Company Name
Vertex Inc.
Founded
1978
Country
United States
Website
www.vertexinc.com
Product Features
Corporate Tax
Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning
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
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Corporate Tax
Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning
Sales Tax
Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)
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
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management