CPA Pilot
CPA Pilot is an AI-powered tax assistant that automates tax research, client communication, marketing content, and staff training for tax professionals.
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Key Features
AI Tax Research
Delivers accurate, citation-backed federal and state tax answers.
Client Communication
Drafts professional, IRS-aligned email responses automatically.
Marketing Automation
Generates SEO-optimized newsletters and social media content.
Staff Training
Provides SOPs and templates to onboard and train junior staff.
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Why Choose CPA Pilot
Authoritative Data:
Provides tax answers backed by IRS and state tax codes with citations.Workflow Automation:
Automates client emails, marketing, and staff training to save time.Scalable Plans:
Offers flexible pricing with rollover messages and team sharing.
Pricing
CPA Pilot offers multiple monthly and yearly subscription plans starting at $19/month for 20 messages, up to $199/month for unlimited messages. All plans include a 7-day free trial with 20 messages, rollover messages, and support for unlimited devices. Annual plans provide upfront message bundles at discounted rates. Team and enterprise plans are available upon request.
About CPA Pilot
CPA Pilot is an AI-powered tax assistant that automates tax research, client communication, marketing content, and staff training for tax professionals.
What CPA Pilot Does
CPA Pilot automates complex tax research, client communication, and marketing content creation for tax professionals, enabling faster and more accurate workflows. It provides instant, citation-backed answers to federal and state tax questions, drafts client emails, and generates marketing materials tailored to tax firms.
The tool uses AI chatbot technology trained specifically on IRS resources, state tax codes, and tax software documentation. It supports technical workflows, including tax return data preparation and IRS notice responses, while offering staff training automation through SOPs and templates.
CPA Pilot is used by CPAs, Enrolled Agents, tax attorneys, and tax firms nationwide to improve client service, reduce manual research time, and enhance compliance with up-to-date tax regulations.
Pros & Cons
Accuracy
Uses authoritative sources to minimize errors in tax research.
Integration
Supports major tax software and automates data import/export.
Message Limits
Subscription plans limit monthly messages, requiring upgrades for heavy use.
User Restriction
Unlimited plan restricts usage to one user and three devices.
Frequently Asked Questions
CPA Pilot uses IRS websites, federal and state tax codes, IRS publications, and tax software documentation for accurate answers.
While highly accurate, CPA Pilot may err due to missing guidance or misinterpretation; user feedback helps improve accuracy.
CPA Pilot includes tax codes and documents for all 50 U.S. states, regularly updated for accuracy.
Additional message credits can be purchased anytime; unused messages roll over with an active subscription.
Yes, it supports workflows with Drake, Lacerte, UltraTax, ProSeries, ProConnect, and QuickBooks Online.
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