Category: Tax Assistant
PortfolioPilot
PortfolioPilot is an AI-driven financial advisor platform that empowers self-directed investors with sophisticated tools for portfolio management. Offering personalized investment recommendations, tax optimization, net worth tracking, and scenario modeling, it eliminates the need for traditional advisors. With plans ranging from free to premium, PortfolioPilot combines hedge fund-inspired technology and bank-level security to help users make smarter, data-driven financial decisions.
CPA Pilot
CPA Pilot is an AI-powered assistant tailored for tax professionals, automating tax research, client communication, and marketing content creation. With over 95% accuracy, it leverages GPT-4o to provide reliable insights from federal and state tax codes. Trusted by over 6,000 accountants, it saves hours weekly, boosts client satisfaction, and scales from solo practitioners to national firms.
Recap
Recap is the UK's only crypto tax software, designed for investors seeking privacy and HMRC compliance. It offers real-time portfolio tracking, automatic tax calculations, and integrations with major exchanges like Coinbase and Binance. With support for DeFi and NFTs, Recap simplifies tax reporting and enables secure data sharing with accountants.
PortfolioPilot
PortfolioPilot is an AI-powered financial advisor platform that empowers self-directed investors with personalized investment recommendations, tax optimization, and comprehensive portfolio tracking. Featuring advanced scenario modeling, risk identification, and hedge fund-inspired technology, it offers plans from free to $99/month, making sophisticated financial tools accessible to over 30,000 users managing $30 billion in assets.
Finance Brain
Finance Brain is an AI-powered assistant tailored for finance and accounting queries, offering instant answers 24/7. With 3 free questions for new users and a $20/month subscription for unlimited access, it supports individuals and businesses in making informed financial decisions with ease and efficiency.
Decode.tax
Decode.tax is an innovative tax analysis tool designed to help U.S. taxpayers understand their tax returns and reduce their tax bills. By uploading your return, you receive personalized recommendations on income, deductions, and more. With a strong focus on data privacy, Decode.tax ensures your information is secure and deletable at any time.