How to automate tax planning workflows for CPA firms using AI technology

This task can be performed using CPA Pilot

AI Tax Planning & Automation for CPAs & Tax Firms

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CPA Pilot

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AI-powered tax planning and workflow automation for CPAs, Enrolled Agents, and U.S. tax firms.

AI-powered tax planning & strategy generationIRS & state tax code integrationWorkflow automation for CPAs & EAsClient-ready email and report generationSecurecompliantand built for professional tax firms

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What to expect from an ideal product

1. CPA Pilot automatically generates tax planning strategies by analyzing client data and identifying optimization opportunities without manual calculation work
2. The platform streamlines client workflow management by organizing tax documents, deadlines, and planning tasks in one centralized system
3. AI technology handles routine tax planning calculations and projections, freeing up CPAs to focus on high-value client advisory services
4. Automated report generation creates professional tax planning documents and recommendations that can be customized for each client situation
5. The system integrates with existing tax software to pull client information and push planning results, eliminating duplicate data entry across platforms

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