Free
$0Free plan available.
CPA Pilot is an AI-powered assistant designed for tax professionals. It automates tax research, client communication, marketing content creation, and staff training. It helps tax professionals save time, reduce stress, and grow their practice.
Use CPA Pilot by asking questions regarding tax law, client communication, or marketing. The AI generates responses based on authoritative sources, drafts emails, creates marketing content, and provides training support.
CPA Pilot utilizes the IRS website, the Federal Tax Code, state tax codes for all 50 states, IRS form instructions and publications, state-specific forms and publications, and support documentation for Drake, Lacerte, UltraTax, ProSeries, ProConnect, and QuickBooks Online.
Like all AI tools powered by Large Language Models, CPA Pilot can occasionally produce inaccurate information or hallucinations. While CPA Pilot reduces error rates by relying on authoritative data, inaccuracies may still occur due to a lack of source guidance, misinterpretation of a query, outdated tax years, or difficulty extracting figures from documents. Users are encouraged to provide feedback to help improve accuracy.
CPA Pilot provides access to the tax codes for all 50 states, as well as most relevant webpages, documents, forms, instructions, and publications, which are updated on a regular basis.
You can purchase additional questions if you reach your limit before your renewal date. Unused messages do not expire as long as your subscription remains active.
Free plan available.
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