CPA Pilot

CPA Pilot

Automate Your Tax Planning with AI Precision

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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

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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