Pilot program

Help shape NiniTaxBot with us this season

We're preparing a pilot with a small group of CPA firms beginning February 2027. Pilot firms work directly with the founder and influence what gets built next.

What pilot firms get

  • Hands-on onboarding for your firm and your client portal
  • A setup designed to work with Canopy (in pilot testing), with Lacerte, UltraTax CS and Drake exports coming soon
  • A direct line to the team for feedback during the season
  • Work directly with the founder
  • Pilot terms shared directly with participating firms

Pilot begins February 2027.
Spots are limited so every firm gets real attention.

How the pilot works

  1. Now

    Request a spot

    Tell us about your firm and your tax software.

  2. Before February

    Conversation and onboarding

    We talk through your intake process, share pilot terms and security documentation, and set up your firm and portal.

  3. February 2027

    Pilot begins

    Clients upload and your team reviews, with a direct line to us throughout. Canopy firms can also test the Canopy integration.

  4. During the season

    Feedback shapes the product

    What you tell us influences what gets built next.

What we ask of pilot firms

Real use during the season, candid feedback, and a reviewer at your firm who approves extracted data, the same way you'd review any data entering a return.

Join the February 2027 pilot

Tell us a little about your firm. We'll follow up personally.

Tax software you use

No commitment. We'll only use your email to contact you about the pilot. Submitting opens your email app with your request prefilled.

Spend this tax season reviewing, not retyping.

Join the CPA firms piloting NiniTaxBot in February 2027.