CPA Pilot
AI Tax Assistant for CPAs: Accelerate Research, Planning & Workflows with 99% Accuracy.
Executive Summary
CPA Pilot is a modern AI-powered tax assistant specifically designed for CPAs, Enrolled Agents (EAs), and tax firms in the U.S. It revolutionizes tax research by analyzing complex regulations, rulings, and codes in seconds, providing immediate, strategic insights and significantly reducing the manual effort traditionally required by tax professionals. The platform extends beyond just research, offering comprehensive tools to automate tax planning, streamline email communications, and optimize various tax workflows. As a tax-native AI, CPA Pilot consistently delivers high accuracy (95-99%), ensuring compliance-ready answers by meticulously citing relevant IRS and state tax codes. CPA Pilot is built for accessibility, offering flexible, firm-friendly plans starting at $19/user/month with options for monthly or annual billing and rollover credits. It integrates with popular tax software like Drake and Lacerte, as well as client portals and CRMs via API or export, making it a versatile solution for solo practitioners and larger teams alike.
Use Cases
- Accelerating U.S. federal and state tax research by analyzing regulations and codes
- Automating tax planning, projection, and strategic insights for clients
- Drafting and automating responses to IRS notices and ensuring compliance
- Generating client memos, standard operating procedures (SOPs), and professional emails
- Automating year-end tax planning, reporting, and audit readiness across client types
Features
Intelligence
- Accelerated Tax Research: Analyzes regulations, rulings, and codes in seconds to provide quick, accurate answers.
- Tax Planning Logic: Unifies tax research with planning logic to assist with strategic decision-making.
- Automated IRS Response: Automates the full IRS response process: triage, draft, review, and send.
- Compliance-Ready Answers: Delivers 95-99% accurate answers, citing IRS and state tax codes for compliance.
Technical Specifications
- Architecture
- Web-based
- Deployment
- SaaS
- API Available
- Yes
Integrations
- Drake
- Lacerte
- Client Portals
- CRMs
Pricing
- Model
- Subscription-based, per user per month
- Starting Price
- $29/mo
- Target Customer
- SMB,Mid-Market
- Contract Type
- Monthly
About CPA Pilot
CPA Pilot is an AI tax planning assistant and accounting assistant built for accounting professionals and CPAs. It streamlines tax research, planning, and workflows, helping automate accounting and bookkeeping tasks and replacing expensive tax research subscriptions.
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