INTRODUCING INTELLIGENT WORKFLOWS

Automate Your Accounting Workflow

From client intake to final delivery — without the manual work. Let AI handle the chase so you can focus on the advisory.

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TRUSTED BY 500+ FORWARD-THINKING FIRMS

FINTECH+ TAXLY LEDGER.IO AUDITPRO

The Three Pillars of Precision

A seamless, end-to-end automation engine designed specifically for modern accounting teams.

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COLLECT

The most powerful intake system in accounting.

  • check_circle Smart Questionnaires
  • check_circle Automated Reminders
  • check_circle Secure Doc Portal
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CONNECT

Transform raw data into structured insights.

  • check_circle Data Extraction
  • check_circle Tool Integration
  • check_circle Sync Logic
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DELIVER

Close the loop with professional delivery.

  • check_circle E-Sign Workflows
  • check_circle Status Tracking
  • check_circle Client Feedback
POWERFUL INTAKE

Smart Client Intake

Stop chasing clients for missing documents. Our AI-driven portal adapts to every client’s unique needs, ensuring you get the right data, the first time.

dynamic_form Dynamic Questionnaires

Intelligent forms that show only what's relevant to the client's tax situation.

notifications_active Automated Reminders

Multi-channel follow-ups (Email/SMS) that stop automatically once files are received.

cloud_upload Document Uploads

Bank-grade encryption with auto-categorization of all uploaded financial statements.

account_circle Client Portal

A white-labeled, frictionless experience that clients actually enjoy using.

Client Intake: Smith Financial 2023
STEP 3 OF 4 75% COMPLETE
Investment Income

Did you sell any crypto assets this year?

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Drag & Drop brokerage statements here

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AI SUGGESTION
"Client has multiple K-1s pending."
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Automated Data Processing

Once data is collected, File Pilot bridges the gap. We extract data from PDFs and push it directly into your GL software.

  • data_thresholding
    Intelligent Extraction OCR technology designed for complex tax forms and spreadsheets.
  • sync
    One-Click Integrations Direct pipes into QuickBooks, Xero, and specialized tax suites.
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Seamless Delivery

Finish strong. Automate the delivery of final packages, e-signatures, and follow-up surveys with complete visibility.

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    Integrated E-Signatures Send final documents for signing directly through your portal.
  • monitoring
    Real-time Status Tracking Clients see exactly where their return sits in your firm's pipeline.
DELIVERY STATUS READY TO SIGN
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2023_Final_Return_Pack.pdf
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Why Firms Switch

Precision shouldn't be painful.

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Save hours per client

Eliminate the document chase. Our users report a 40% reduction in time spent on data collection.

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Reduce back-and-forth emails

Centralize all communication in a secure portal. No more "did you get my email?" questions.

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Eliminate manual data entry

Let our AI extract data from source documents with 99.9% accuracy. Stop typing, start reviewing.

85%
Faster Intake
0%
Lost Docs

Book a Demo

See how File Pilot can transform your firm's efficiency in 15 minutes.

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