Filing & Scheduling payroll taxes in multiple jurisdictions is challenging and complex. Let Tax Pilot's AI-powered platform automate cumbersome manual processes to minimize compliance risk and help you avoid penalties and interest across 11,000+ jurisdictions.
From setup to automated compliance in under 10 minutes
AI-powered scheduling based on agency mandates and thresholds. Automatically determines filing frequencies and deadlines across all jurisdictions.
Automated support for payment methods like check or ACH debit. Early detection of variances between deposits and liabilities.
Easy filing support options based on agency requirements, such as paper or e-file/transmission. Eliminate spreadsheets and missed deadlines.
Powerful features built for service bureaus managing payroll tax compliance across thousands of clients
Built-in compliance for more than 11,000 jurisdictions. Tax Pilot provides payroll tax technology that stays current with compliance rules and filing requirements in thousands of U.S. jurisdictions.
Tax Pilot payroll tax technology is updated with the latest tax rules and requirements. We stay current with payroll tax codes and changing legislation so you can file and pay taxes accurately and on time.
Eliminate spreadsheets and missed deadlines. Automation supports critical tasks like scheduling, payments, balancing and filing. Authorization forms automatically generated for client signatures.
Get real-time insights and visibility. Pick and choose reports and filter the way you want to see data. Simplify year-end and quarter-end processes by balancing as you go.
Whether you're a service provider or PEO, Tax Pilot technology can be modified to the unique needs of your business. Additional modules available for specialized requirements.
SOC 2 Type II certified with 256-bit encryption. Role-based access control, audit trails, and compliance with all payroll tax regulations.
Everything you need to know about Tax Pilot
Tax Pilot is SOC 2 Type II certified with bank-level security. We use 256-bit encryption for all data transmission and storage, implement role-based access controls, and maintain comprehensive audit trails. All connections use secure APIs and we're compliant with all major financial regulations including PCI DSS, GLBA, and SOX.
Our Professional plan supports up to 25 bank accounts, and our Enterprise plan supports unlimited accounts. We support all major banks and financial institutions through direct API integrations and bank-specific connectors. Setup typically takes 5-10 minutes per account.
Our AI achieves 99.9% accuracy in transaction matching. The system uses machine learning to understand your transaction patterns and improves over time. Any exceptions are flagged for manual review, and you can train the AI on specific rules for your institution.
We offer direct API integrations with all major banks and financial institutions. We also provide pre-built connectors for popular accounting systems like QuickBooks, SAP, Oracle, and NetSuite. Our REST API allows custom integrations with any system.
Most institutions are up and running within 24 hours. The setup process involves connecting your bank accounts (5-10 minutes each), configuring your reconciliation rules (15-30 minutes), and training the AI on your transaction patterns (automatic). Our team provides full onboarding support.
Yes! We offer flexible month-to-month plans with no long-term contracts. You can cancel anytime with 30 days notice.
Join 500+ service bureaus already saving 95% of their tax processing time
Get started in minutes. Our team will help you connect your first bank account.