
CPA Pilot
Automate Your Tax Planning with AI Precision

CPA Pilot is an AI tax planning assistant designed for CPAs, Enrolled Agents, and U.S. tax firms. It acts as a digital tax advisor, automating tasks such as 1040 research, drafting client emails, generating marketing content, and staff onboarding. The tool aims to streamline tax preparation processes, improve client communication, and enhance overall efficiency for tax professionals.
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Features
- Time Efficiency: Automate repetitive tasks like client emails and tax planning research
- AI-Powered Accuracy: Deliver precise tax insights with up to 95%+ accuracy
- Enhanced Client Communication: Reply to client questions promptly with professional responses
- Staff Training, Simplified: Educate junior staff on tax concepts and workflows instantly
- Marketing Automation: Generate niche-specific content for client attraction and retention
Advantages
- Saves hours of manual work by automating tax-related tasks
- Provides accurate tax insights sourced from authoritative IRS and state tax codes
- Improves client communication and service quality
- Simplifies staff training on tax concepts and software usage
- Offers scalable solutions for solo practitioners and multi-location firms
Disadvantages
- May encounter errors in rare cases due to AI limitations
- Requires active subscription for continued access to features
- Limited to 1 user and 3 devices for the Unlimited plan
Frequently Asked Questions
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Q:What Can CPA Pilot Help Me With?
A:CPA Pilot automates tax research, drafting emails, creating marketing content, and answering client questions. -
Q:How Accurate Is CPA Pilot Compared to ChatGPT?
A:CPA Pilot delivers up to 98% accuracy in tax-specific use cases, outperforming general AI models like ChatGPT. -
Q:What Sources Does CPA Pilot Use for Tax Research?
A:CPA Pilot pulls from verified IRS and state tax documentation, including official websites and tax software docs. -
Q:Does CPA Pilot Replace Customer Support for Tax Software?
A:Yes, CPA Pilot acts as an AI-powered technical support assistant for tax software setup, troubleshooting, and guidance. -
Q:Can CPA Pilot Give Incorrect Answers?
A:While CPA Pilot uses reliable AI models, errors may occur in rare cases such as missing official guidance or misunderstood prompts.
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