If you're looking for an AI-powered tool to help tax pros communicate with clients and free up time, CPA Pilot is a top contender. It uses GPT-4 to automate tasks, increase productivity and improve communication with clients. It also includes features like 24/7 support, regular updates and access to authoritative sources. CPA Pilot is available in a variety of pricing tiers, including a free option, so it should be adaptable to your needs and budget.
Another contender is TaxGPT. This AI assistant offers timely and accurate support with clear answers to complex tax questions. It's got proprietary algorithms for maximizing deductions and secure data handling. TaxGPT is designed to be easy to use, covering a broad range of tax situations, and includes an AI Co-Pilot for tax pros.
If you're looking for a more general-purpose communication tool, check out Personal AI. This service creates a digital twin of professionals, including tax experts, to automate responses and improve communication with clients. It includes features like direct messages, channels and custom integrations, so it's good for domain experts who want to personalize their communication and work more efficiently.