What It Does
CPA Pilot is an AI-powered tax assistant designed specifically for CPAs, Enrolled Agents, and U.S. tax firms.
It helps automate tax research, client communications, document prep, and even marketing content, making tax planning faster, smarter, and less stressful.
Think of it as a digital co-pilot for your accounting practice that saves you hours each week.
Key Features
- AI Tax Research & Strategy: Fast, accurate answers sourced from IRS codes and state regulations.
- Client Communication Automation: Draft professional emails for questions, extensions, filings, and more in minutes.
- Marketing Content Generation: Create newsletters, blog posts, and social media content effortlessly.
- Staff Training & Onboarding: AI-generated SOPs and workflows to train junior staff instantly.
- Tax Software Support: Step-by-step guidance for popular tax software and import file generation.
- Secure Document Upload & Analysis: Extract insights, find errors, and draft tax plans from client documents safely.
- Scalable & Affordable: Flexible plans for solo practitioners or large teams without extra license costs.
Who Is CPA Pilot For?
- Solo CPAs & Small Firms: Automate research and emails to save time and scale efficiently.
- Large CPA & EA Teams: Share accounts, streamline workflows, and improve consistency across staff.
- Tax Professionals Handling Complex Cases: Get step-by-step guidance for 1040 planning and multi-state tax scenarios.
- Firms Focused on Client Retention: Respond to questions faster, deliver better service, and improve relationships.
- Busy Professionals Wanting Marketing Help: Generate content that attracts clients without extra effort.
Final Thoughts
CPA Pilot isn’t just another AI tool-it’s a purpose-built tax co-pilot for U.S. tax professionals.
With automation, accuracy, and scalability, it’s ideal for firms that want to save time, boost client communication, and streamline operations.
Plans start as low as $19/month, with free trials available, making it easy to test and see real results.
If you want smarter tax prep and less stress, CPA Pilot is worth a spin.
