LinearPilot for CPA & Accounting
Sync client books with QuickBooks, capture receipts with AI, generate 1099-NECs, and mask sensitive fields before figures reach a named AI provider bound by no-training terms — Data Shield adds US EINs and bank routing numbers.
Tax season doesn't have to be chaos
Financial AI that stays confidential
Ask LinearPilot to pull figures, compare periods, or draft a summary — sensitive fields are masked before anything reaches the named AI provider, which processes it under no-training terms.
- "Show Q3 revenue across clients" — natural language queries
- AI-drafted financial summaries from your own data
- Sensitive fields masked before anything reaches external AI
Contractor payments and year-end forms — in one place
LinearPilot generates 1099-NEC forms from your contractor payment records. Deliver copies to recipients and export the forms for your filing workflow — with copies kept alongside engagement letters.
- Auto-populate from Payments + QuickBooks data
- Electronic delivery with e-sign acknowledgment
- Export generated forms for your filing workflow
Client signatures on engagement letters and returns — inline
No more emailing PDFs and waiting. PAdES-B-LT signatures attach to the document in Drive; the audit trail is automatic.
- Bulk send for partnership and multi-entity returns
- Legally defensible evidence trail with embedded timestamps
- Engagement letters, amendment confirmations, K-1 acknowledgments
Tools CPAs actually need
Client books
Two-way QuickBooks sync keeps every client's books current.
Receipts
Photograph a receipt and AI extracts the fields into Expenses.
Year-end forms
Generate 1099-NEC forms from your contractor payment records.
Engagement letters
Send and sign engagement letters with a PAdES audit trail.
Deadlines
Calendar and recurring tasks keep filing dates on track.
Revenue outlook
AI time-series forecasting projects revenue from your history.
Which K-1s are still missing for ABC Corp's return, and when are they due?
Four of the six expected K-1s are already filed in ABC Corp's Drive folder; two are outstanding. I've set recurring reminders on the calendar so neither slips past its deadline, and once the return is ready the engagement letter can go out for signature.
Your data stays yours
AI features are off until someone turns them on. When they are on, the text being analysed goes to the AI provider we name on our Sub-processors page, under terms that exclude it from training.
With Data Shield, names and identifiers LinearPilot detects are masked before the request leaves, and restored in the answer. Detection is automatic and not perfect, so treat it as a reduction in exposure rather than a guarantee.
Every change the AI proposes waits for explicit human approval before it happens.
Data Shield adds US EINs and bank routing numbers. See Data Shield
Your Company Data
Documents, client records, financial data, internal communications — all stored securely in your LinearPilot workspace.
LinearPilot
Your workspace- Stores your documents and records, encrypted, isolated per company
- Masks sensitive fields before a request goes out; Data Shield adds name and identifier masking
- Logs every AI action, and gates modifying actions behind your approval
External AI provider
- Receives the text being analysed — including document content — and your question
- Handles it under API terms that exclude it from training their models
Modernize your practice
QuickBooks sync, receipt capture, and signed returns — on infrastructure you control.
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