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Ratings and Reviews 0 Ratings
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What is FP Alpha?
FP Alpha is a sophisticated planning platform driven by artificial intelligence that enables financial advisors to elevate their comprehensive planning effectiveness through the straightforward process of uploading crucial documents, including tax returns, wills, trusts, and insurance policies. After the documents are submitted, the platform adeptly processes and extracts essential information, unveiling actionable insights across diverse planning domains such as estate, tax, and insurance, while also illustrating the advantages of advice through visual reports and customizable outputs. With coverage spanning over 16 different planning areas, it boasts modules like Estate Snapshot and Estate Planning Lab, which simplify complex legal documents into easily digestible summaries and diagrams, model various strategies, and calculate potential savings. Furthermore, the platform features tools like Tax Snapshot and Tax Projector, enabling users to predict federal and state tax implications over several years, assess different scenarios including Roth conversions or charitable contributions, and smoothly incorporate these insights into their current advisory practices. By optimizing the planning workflow, FP Alpha significantly enhances the ability of financial advisors to provide well-informed and strategic counsel to their clients, ultimately leading to more comprehensive financial solutions. This innovative approach not only saves time but also increases the accuracy and effectiveness of financial planning efforts.
What is CPA Pilot?
CPA Pilot is a cutting-edge AI-powered tax planning assistant tailored specifically for accounting experts. It functions not just as software but as a virtual tax advisor, providing essential support to CPAs, Enrolled Agents, and tax firms by automating research, refining workflows, and enhancing client service offerings.
With CPA Pilot, accounting firms can:
- Streamline 1040 research and tax planning tasks, resulting in a significant reduction in work hours each week.
- Improve accuracy and compliance through AI-driven deduction identification and adherence to IRS and state regulations.
- Fortify client connections with automated, client-ready communications, insights, and innovative tax strategies.
- Grow their practice by easing the onboarding process for new employees and alleviating the stress associated with tax season.
Whether you are an independent CPA, part of a growing firm, or managing complex client portfolios, CPA Pilot revolutionizes tax preparation, making it faster, smarter, and less overwhelming—enabling you to focus on delivering advisory services rather than getting mired in documentation. This transformative tool empowers professionals to provide outstanding value to clients while ensuring operational efficiency and adaptability in an ever-evolving tax landscape. By harnessing the power of technology, CPA Pilot not only enhances productivity but also positions firms for future growth and success.
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Integrations Supported
MoneyGuidePro
Nitrogen
Orion
PreciseFP
Redtail CRM
Salesforce
Wealthbox
Integrations Supported
MoneyGuidePro
Nitrogen
Orion
PreciseFP
Redtail CRM
Salesforce
Wealthbox
API Availability
Has API
API Availability
Has API
Pricing Information
$1,125 per month
Free Trial Offered?
Free Version
Pricing Information
$19
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
FP Alpha
Date Founded
2018
Company Location
United States
Company Website
fpalpha.com
Company Facts
Organization Name
CPA Pilot
Date Founded
2023
Company Location
United States
Company Website
www.cpapilot.com
Categories and Features
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning
Categories and Features
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning
