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From $19/Per Month

Verdict

A quick read before you dig into the full page.

Best if
You are tax accountants and need: Responding to client queries with accurate tax information
Skip if
You need a free plan with no credit card
Pick this when
Paid · From $19/Per Month

Overview

CPA Pilot is an AI-powered assistant designed for tax professionals. It automates tax research, client communication, marketing content creation, and staff training. It helps tax professionals save time, reduce stress, and grow their practice.

CPA Pilot screenshot

Best for

Short scenarios where CPA Pilot tends to shine.

  • Responding to client queries with accurate tax information

    Best for Tax accountants

  • Automating email responses to clients

    Best for CPAs

  • Creating marketing newsletters and social media content

    Best for EAs

  • Providing instant training to staff on tax topics and software

    Best for Tax attorneys

  • Ensuring payroll and 1099 compliance

    Best for Tax firms (solo to national)

  • Quick reference during client calls

    Best for Tax accountants

Example outputs 1

Sample generations and before/after results for CPA Pilot.

CPA Pilot screenshot
CPA Pilot screenshot

Access & connections

Where you can use CPA Pilot.

Platforms

Web

Capabilities

What this tool accepts, produces, and is strongest at.

Highlights

  • AI-powered tax research
  • Automated client communication
  • Marketing content creation
  • Staff training support
  • Team collaboration tools
  • Access to state-level tax resources
  • Federal tax code access
  • Access to court cases/precedents

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FAQ 6

What is CPA Pilot?
CPA Pilot is an AI-powered assistant designed for tax professionals. It automates tax research, client communication, marketing content creation, and staff training. It helps tax professionals save time, reduce stress, and grow their practice.
How to use CPA Pilot?
Use CPA Pilot by asking questions related to tax law, client communication, or marketing. The AI will provide answers based on authoritative sources, draft emails, create marketing content, and offer training support.
What sources does CPA Pilot use?
CPA Pilot uses IRS Website, Federal Tax Code, State Tax Code for all 50 states, IRS Form Instructions and Publications, Forms, Instructions and Publications for all 50 states, Support Documentation for Drake, Lacerte, UltraTax, ProSeries, ProConnect, and QuickBooks Online.
Is CPA Pilot ever wrong?
All current AI tools using Large Language Models, like ChatGPT hallucinate meaning they will get answers wrong sometimes. Even the best AI have a high error rate. CPA Pilot minimizes these errors by relying on authoritative information. If CPA Pilot provides a wrong answer, it may be due to a lack of source guidance, misunderstanding of the question, pulling information from the incorrect year, or trouble pulling numbers from documents. Users can provide feedback to improve accuracy.
What state tax codes are included in CPA Pilot?
CPA Pilot has access to the tax code for all 50 states and most of the webpages, documents, forms, instructions and publications for all 50 states and updated on a regular basis.
What if I run out of questions before my subscription renews?
You can purchase additional questions if you run out of them before your subscription renews. All messages never expire when your subscription renews as long as you have an active subscription.
CPA Pilot From $19/Per Month
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