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CPA Pilot

AI-powered assistant tailored for tax professionals, streamlining research, client communication, and marketing tasks.

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About CPA Pilot

CPA Pilot is an intelligent assistant designed specifically for tax professionals. It automates tax research, enhances client communication, creates marketing content, and supports staff training. This innovative tool helps professionals save time, reduce workload, and expand their practice efficiently.

How to Use

Interact with CPA Pilot by asking questions related to tax law, client communication, or marketing. The AI provides authoritative answers, drafts emails, generates marketing content, and supports staff training based on your queries.

Features

Access to judicial cases and legal precedents

AI-driven tax research and analysis

Tools for team collaboration and sharing

Automated responses for client communication

Content creation for marketing campaigns

Support for staff training and onboarding

Comprehensive access to federal tax codes

Resources for state-level tax regulations

Use Cases

Providing accurate tax answers to client questions

Automating professional email responses

Training staff instantly on tax laws and software

Quick reference during client consultations

Creating newsletters and social media marketing content

Ensuring payroll and 1099 compliance

Best For

Tax firms of all sizesCertified Public AccountantsTax attorneysTax accountantsEnrolled Agents

Pros

Scalable solutions suitable for any practice size

Reduces client inquiry workload

Automates repetitive tasks to save time

Delivers accurate tax insights with up to 95% precision

Access to authoritative tax resources

Enhances client communication with professional responses

Simplifies staff onboarding and training

Cons

Dependent on the accuracy of source data

May misinterpret complex or nuanced questions

Potential inaccuracies in data extraction from documents

AI responses may sometimes be incorrect

Pricing Plans

Choose the perfect plan for your needs. All plans include 24/7 support and regular updates.

CPA Pilot 20 Monthly

$19/month

Includes 20 messages per month, a 7-day free trial with 20 messages, unlimited devices, message rollover, and an annual plan offering 240 messages upfront.

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CPA Pilot 60 Monthly

$49/month

Includes 60 messages monthly, a 7-day free trial with 20 messages, unlimited devices, rollover messages, and an annual plan with 720 messages upfront.

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CPA Pilot 150 Monthly

$119/month

Provides 150 messages per month, a 7-day free trial with 20 messages, unlimited devices, rollover messages, and 1800 messages prepaid annually.

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CPA Pilot Unlimited Monthly

$199/month

Offers unlimited messages for power users, with a 7-day free trial including 20 messages. Limited to one user and three devices, no account sharing.

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CPA Pilot 20 Yearly

$200/year

Includes 20 messages monthly, a 7-day free trial with 20 messages, unlimited devices, rollover, and 240 messages prepaid annually.

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CPA Pilot 60 Yearly

$499/year

Offers 60 messages per month, a 7-day free trial with 20 messages, unlimited devices, rollover, and 720 messages prepaid annually.

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CPA Pilot 150 Yearly

$1188/year

Provides 150 messages monthly, a 7-day free trial, unlimited devices, rollover, and 1800 messages prepaid annually.

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CPA Pilot Unlimited Yearly

$1999/year

Unlimited messaging for power users, with a 7-day free trial including 20 messages. Limited to one user and three devices, no account sharing.

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Frequently Asked Questions

Find answers to common questions about CPA Pilot

What sources does CPA Pilot utilize?

CPA Pilot sources information from the IRS website, federal and state tax codes, IRS forms, instructions, publications, and support documentation for tax software like Drake, Lacerte, UltraTax, ProSeries, ProConnect, and QuickBooks Online.

Can CPA Pilot provide incorrect answers?

Yes, like all AI tools using large language models, CPA Pilot may occasionally generate errors. It minimizes mistakes by relying on authoritative sources. Feedback helps improve its accuracy.

Which state tax codes are supported?

CPA Pilot includes tax codes for all 50 states, along with relevant webpages, documents, forms, and publications, regularly updated to ensure accuracy.

What if I run out of questions before my subscription ends?

You can purchase additional questions anytime. Messages do not expire as long as your subscription remains active.

Is CPA Pilot suitable for small practices?

Absolutely. CPA Pilot offers scalable plans that cater to solo practitioners and large firms alike, enhancing efficiency at every level.