tax pilot

Tax compliance that scales with your footprint, not your headcount.

A modern pay-and-file platform with daily reconciliation, automated state payments, and one source of truth across every entity. Add National Coverage without adding staff.

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A modern replacement for MasterTax, Asure PTM, and ADP Smart Compliance

Built for the teams running tax in production.

One platform that adapts to how each team actually operates, whether you're filing for thousands of clients or managing tax across a growing EOR footprint.

For Payroll Bureaus

Add clients without adding tax headcount.

Run tax for thousands of clients with the team you have. Automated payments, daily reconciliation, and search that scales past spreadsheets.

For PEOs

Take multi-state tax liability off your balance sheet.

As your EOR footprint expands, the registrations, filings, and notice work compound. We take it off your team's plate and off your books.

For In-House Tax Teams

Get your time back for the work that moves the business.

Out of the portal, into the workflow. Finance pulls their own reports. Your team focuses on proactive work, not month-after-quarter filings.

See how we serve each audience

What we hear. What we built.

Five patterns from teams running bureaus, PEOs, and in-house tax operations today.

01
Four sources of truth that should agree, and rarely do (payroll, accounting, tax, agency portals).
API-first, live two-way sync. One source of truth.
02
State payments via manual portal logins.
Automated state payment workflow with NSF protection.
03
Client tax visibility requires someone pulling reports.
Push quarterly returns and payment data back to your payroll system.
04
Lean teams stretched across 50 states.
Instant search across every entity, filing, and notice. Role-based access. Finance self-serves.
05
Reconciliation happens quarterly because it's manual.
Daily bank reconciliation. Never pay what you haven't collected.

One source of truth, plugged into your stack.

Tax Pilot as the connective hub. Your payroll system, accounting, banking, and the agencies all flow through one source of truth.

Tax PilotSOURCE OF TRUTHPayroll systemLive API syncAccounting / GLTwo-way syncBankingDaily reconciliationAgency portalsAll 50 states

Enterprise-grade security, built for teams with the strictest requirements.

Will share full security documentation on request.

Ready to scale tax without scaling headcount?

Priority access for payroll bureaus, PEOs, and in-house tax teams ready to leave legacy platforms behind.