CPA Pilot Pro
AI-powered tax research, planning, and compliance for accounting professionals.
Executive Summary
CPA Pilot Pro is an AI-driven platform designed for accounting professionals to streamline complex tax research, planning, and compliance. It provides quick access to federal and state tax codes, enabling CPAs to efficiently navigate intricate tax issues. The platform leverages AI to deliver faster, more accurate, and audit-defensible tax projections, incorporating real-time IRS and state updates to ensure compliance with evolving regulations like the One Big Beautiful Bill Act (OBBBA). The solution automates critical workflows, including the entire IRS notice response process—from triage and drafting to review and sending—significantly saving time for CPAs while maintaining accuracy. Furthermore, CPA Pilot Pro automates year-end tax planning, reporting, and audit readiness across various client types, simplifying tasks such as generating updated Form 4562 reports and modeling 100% bonus depreciation. It integrates with client portals and CRMs via API or export, enhancing data flow and operational efficiency for tax firms.
Use Cases
- Conduct quick and accurate research on complex federal and state tax issues.
- Generate AI-powered tax projections and estimates, ensuring compliance with new legislation like OBBBA.
- Automate the full IRS notice response process, from initial triage to final submission.
- Streamline year-end tax planning, reporting, and audit readiness for diverse clients.
- Model the impact of tax law changes, such as 100% bonus depreciation, on client financials.
Technical Specifications
- Deployment
- SaaS
- API Available
- Yes
Pricing
- Model
- Per month
- Starting Price
- $29/mo
- Target Customer
- SMB,Mid-Market
- Contract Type
- Month-to-month
- Free Trial
- No (credit card required)
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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