TruePrep transforms tax advisory with AI-driven precision, offering a seamless solution for professionals. This conversational intelligence software swiftly identifies clients who can benefit from new services, customizes tax projections, and drafts personalized emails in just minutes. Imagine effortlessly searching their client database to pinpoint those who paid penalties or need quarterly estimates. TruePrep even identifies clients with self-employment income who should form an S corp. It’s as simple as asking TruePrep to list clients, handle tax calculations, and draft summary emails, freeing up invaluable time. This user-friendly tool empowers them to unlock new revenue streams while delivering top-tier advisory services without the hassle. Emphasizing ease of use and audience engagement, TruePrep positions itself as a supportive partner, managing complex tasks so users can focus on client growth and engagement. Experience the blend of efficiency and precision that TruePrep offers, making complex tasks straightforward and boosting their advisory services.
Read morePricing
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Free Trial
Available
Pricing Plans
Annual Plan $37.50 $37.50 per month
Features
monthly Plan $50.00 $50.00 per month
Features
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Disclaimer: The pricing details were last updated on 23/09/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Learn more about TruePrep Pricing
What are the top alternatives for TruePrep?
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Does TruePrep provide API?
No, TruePrep does not provide API.
Vendor Details
Rancho Santa Fe, CaliforniaSocial Media Handles
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