CPA Pilot
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About
CPA Pilot is an AI-powered assistant built specifically for tax professionals. It streamlines complex tax research, automates client communication, creates marketing content, and supports staff training—helping you save time, reduce stress, and grow your practice effortlessly. CPA Pilot is better than ChatGPT for tax accountants and provides answers“as good as a tax attorney“. It offers customized email responses, marketing content creation, staff training support and team collaboration tools. It offers state-level tax resources and access to federal tax code and court cases/precedents.
Platform
Task
Features
• time efficiency
• ai-powered accuracy
• training
• tax software support
• marketing (in any language)
• client communications (emails)
• tax research & strategy
• enhanced client communication made easy
FAQs
Do work in seconds that used to take hours
Navigate tax complexities with instant access to IRS and State forms, publications, articles, and tax code. We cite the sources used in each answer so you can verify it more easily.
Instant Technical Support
Get immediate help with your tax software from CPA Pilot instead of calling customer support or spending hours looking for the answer online.
Powered by GPT-4o
Leverages the smartest AI, for the most insightful tax guidance beyond basic offerings.
Outperform ChatGPT for Tax Professionals
When tested by users CPA Pilot got 99% and ChatGPT got 55% answer correct.
Streamline Client Communication
Craft detailed emails and explanations in moments, enhancing client satisfaction.
Boost Your Marketing
Easily create engaging newsletters and social media content for your tax practice.
Available 24/7
Get instant answers and assistance whenever you need it.
What sources does CPA Pilot use?
IRS Website, Federal Tax Code, State Tax Code for all 50 states, IRS Form Instructions and Publications. Support Documentation for: Drake, Lacerte, UltraTax, ProSeries, ProConnect, 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. We go above and beyond to minimize these errors.
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.
Pricing Plans
CPA Pilot 20
$20.00 / /mo• 20 messages/month
• 7-Day Free Trial with 20 messages
• Unlimited Devices
• Rollover Messages
• Annual Plan: 240 Messages Upfront
CPA Pilot 20
$200.00 / /yr• 20 messages/month
• 7-Day Free Trial with 20 messages
• Unlimited Devices
• Rollover Messages
• Annual Plan: 240 Messages Upfront
CPA Pilot 60
$49.00 / /mo• 60 messages/month
• 7-Day Free Trial with 20 messages
• Unlimited Devices
• Rollover Messages
• Annual Plan: 720 Messages Upfront
CPA Pilot 60
$499.00 / /yr• 60 messages/month
• 7-Day Free Trial with 20 messages
• Unlimited Devices
• Rollover Messages
• Annual Plan: 720 Messages Upfront
CPA Pilot 150
$119.00 / /mo• 150 messages/month
• 7-Day Free Trial with 20 messages
• Unlimited Devices
• Rollover Messages
• Annual Plan: 1800 Messages Upfront
CPA Pilot 150
$1199.00 / /yr• 150 messages/month
• 7-Day Free Trial with 20 messages
• Unlimited Devices
• Rollover Messages
• Annual Plan: 1800 Messages Upfront
CPA Pilot Unlimited
$199.00 / /mo• Unlimited messages For Power Users
• 7-Day Free Trial with 20 messages
• Limited to 1 user and 3 Devices (No account sharing)
CPA Pilot Unlimited
$1999.00 / /yr• Unlimited messages For Power Users
• 7-Day Free Trial with 20 messages
• Limited to 1 user and 3 Devices (No account sharing)
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
No ratings available yet. Be the first to rate this tool!
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