FirmPilot.io

Client engagement for accounting & tax firms. Streamline client Engagements, Payments, and Scheduled Tax Prep, with

[FirmPilot.io @FirmPilot_io]

@jefferyengland @cordes_tax Do you need payment processing with proposals? Check us out.

[FirmPilot.io @FirmPilot_io]

@DreamFirms Pricing and capacity are a big factor. FirmPilot can help with both.

[FirmPilot.io @FirmPilot_io]

Shipped this week:
✓ QBO income mapping per package
✓ Draft vs. send on proposals
✓ Auto-clear calendar on engagement completion
✓ Preview any client email before it goes out
✓ $30/month — one plan, no tiers
Beta spots open. https://t.co/k3yAewHAPq

#TaxTwitter — come try it out. No credit card, no complicated setup. Just sign up and see if it fits how you run your practice.

[FirmPilot.io @FirmPilot_io]

@TheSzef @getkive @drinkbrez 🙋‍♂️

[FirmPilot.io @FirmPilot_io]

@jasononfirms One day we will make it into the Engagement section. And the future Tax Season scheduling section?

[FirmPilot.io @FirmPilot_io]

See how easy it is to schedule your tax season on https://t.co/kvHCgYZUFI

Check it out at the link below

https://t.co/Wf46UoUTxQ

#TaxTwitter #CPA #EA #TaxSeason

[FirmPilot.io @FirmPilot_io]

🚀 Revolutionize your accounting & tax firm with @FirmPilot_io!

Say goodbye to chasing signatures, delayed payments, and tax season chaos. Send proposals, get instant e-signs, collect retainers upfront, and manage capacity effortlessly—all in one secure platform for just $45/month.

Automate onboarding, add Tax Organizers, and focus on what matters: growing your practice!

Try it today: https://t.co/Q52HaDElKp

#TaxTwitter #CPA #EA

[FirmPilot.io @FirmPilot_io]

Did someone say Organizers?!

https://t.co/kvHCgYZUFI now supports Tax Organizers!

Proposals, Packages,Payments, Engagements, Tax Season Scheduling, and Organizers! All in one platform!

#TaxTwitter #CPA #EA

[FirmPilot.io @FirmPilot_io]

Haha true; AI isn't replacing us anytime soon!

It's augmenting though: automating onboarding, proposals, scheduling & payments so we focus on advisory.

That's what we built @FirmPilot_io for—tax & accounting firms thriving with AI tools, not fearing them.

Who's your favorite AI helper right now?

[FirmPilot.io @FirmPilot_io]

This year, we're helping tax firms automate client onboarding & scheduling from day one.

Digital proposals + instant payments mean less admin chaos, faster cash flow, and protected capacity during peak season.

Big efficiency win built just for tax pros @FirmPilot_io 🚀

What's your biggest change for 2026?

[FirmPilot.io @FirmPilot_io]

Spot on, Logan; so many pros undervalue themselves due to fear of pricing talk.

Transparent packages where clients self-select & pay deposits upfront! Reinforces value, reduces haggling.

That's core to @FirmPilot_io for tax firms. Huge confidence boost!

What tools help you communicate value?

[FirmPilot.io @FirmPilot_io]

https://t.co/5mUMKYLe1s makes sending custom proposals incredibly simple.

https://t.co/KroVO265Jv

#TaxTwitter #CPA #EA

[FirmPilot.io @FirmPilot_io]

New Feature Alert: In the Admin Center, firms can now choose between light and dark modes. This is just one of the small improvements we’re making to enhance your experience.

We’re always committed to providing our subscribers with the best possible experience.
#EA #CPA #TaxTwitter

[FirmPilot.io @FirmPilot_io]

It’s December 13th. 📅

If you haven’t sent your tax season engagement letters yet, you’re already behind. But sending them manually is a trap.

Stop emailing PDFs and chasing signatures. Automate the entire intake flow so you can enjoy the holidays instead.

#TaxTwitter #CPA #EA #Accounting

[FirmPilot.io @FirmPilot_io]

Does your firm face capacity challenges every tax season? With https://t.co/kvHCgYZUFI, manage your capacity from the beginning.

It’s possible to avoid being over capacity.

#Taxtwitter