Tax Autopilot helps CPA firms automate 1040 tax preparation by ingesting source documents, producing structured prep outputs, and supporting a review-ready workflow. Tax Autopilot:

• Supports 50+ source document types (per site claims) to reduce manual intake and keying.
• Automates prep steps to reduce routine workload and improve scalability during busy season.
• Includes a review framework with workpapers and preliminary review positioning by U.S.-based CPAs.
• Adds AI/ML data processing into existing tax software workflows.