Q.What sources does CPA Pilot use?
A.CPA Pilot uses IRS Website, Federal Tax Code, State Tax Code for all 50 states, IRS Form Instructions and Publications, and Support Documentation for major tax software.
C
CPA Pilot
★4.3
💬9
💲Paid
CPA Pilot is an AI assistant tailored for tax professionals, offering automation in tax research, client communication, and marketing. It helps users save time, improve accuracy, and enhance productivity through intelligent task management and access to authoritative tax resources.
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Platform
web
AI tax assistantClient communicationMarketing automationStaff trainingTax complianceTax researchTax software support
What is CPA Pilot?
CPA Pilot is an AI assistant designed for tax professionals, helping them automate tax research, client communication, and marketing tasks. It provides accurate tax insights, drafts professional emails, creates marketing content, and supports staff training. This tool is ideal for tax professionals looking to save time, reduce stress, and grow their practice by streamlining repetitive and complex tasks.
Core Technologies
- Artificial Intelligence
- Natural Language Processing
- Data Integration
Key Capabilities
- AI-powered tax research
- Automated client communication
- Marketing content creation
- Staff training support
- Team collaboration tools
- Access to state-level tax resources
- Federal tax code access
- Access to court cases/precedents
Use Cases
- Responding to client queries with accurate tax information
- Automating email responses to clients
- Creating marketing newsletters and social media content
- Providing instant training to staff on tax topics and software
- Ensuring payroll and 1099 compliance
- Quick reference during client calls
Core Benefits
- Saves time by automating repetitive tasks
- Provides accurate tax insights with up to 95% accuracy
- Enhances client communication with professional answers
- Simplifies staff training
- Offers scalable solutions for various practice sizes
- Provides access to authoritative tax resources
- Reduces client requests
Key Features
- AI-powered tax research
- Automated client communication
- Marketing content creation
- Staff training support
- Team collaboration tools
- Access to state-level tax resources
- Federal tax code access
- Access to court cases/precedents
How to Use
- 1Sign up for a subscription plan on the CPA Pilot website.
- 2Log in to your account and start asking questions about tax law, client communication, or marketing.
- 3Use the AI-generated answers, email drafts, or marketing content as needed.
- 4Leverage the tool for staff training and compliance checks.
- 5Utilize the team collaboration features to manage multiple users and devices.
Pricing Plans
CPA Pilot 20 (Monthly)
$19/Per Month
20 messages/month, 7-Day Free Trial with 20 messages, Unlimited Devices, Rollover Messages, Annual Plan: 240 Messages Upfront
CPA Pilot 60 (Monthly)
$49/Per Month
60 messages/month, 7-Day Free Trial with 20 messages, Unlimited Devices, Rollover Messages, Annual Plan: 720 Messages Upfront
CPA Pilot 150 (Monthly)
$119/Per Month
150 messages/month, 7-Day Free Trial with 20 messages, Unlimited Devices, Rollover Messages, Annual Plan: 1800 Messages Upfront
CPA Pilot Unlimited (Monthly)
$199/Per Month
Unlimited messages For Power Users, 7-Day Free Trial with 20 messages, Limited to 1 user and 3 Devices (No account sharing)
CPA Pilot 20 (Yearly)
$200/Per Year
20 messages/month, 7-Day Free Trial with 20 messages, Unlimited Devices, Rollover Messages, Annual Plan: 240 Messages Upfront
CPA Pilot 60 (Yearly)
$499/Per Year
60 messages/month, 7-Day Free Trial with 20 messages, Unlimited Devices, Rollover Messages, Annual Plan: 720 Messages Upfront
CPA Pilot 150 (Yearly)
$1188/Per Year
150 messages/month, 7-Day Free Trial with 20 messages, Unlimited Devices, Rollover Messages, Annual Plan: 1800 Messages Upfront
CPA Pilot Unlimited (Yearly)
$1999/Per Year
Unlimited Messages for Power Users, 7-Day Free Trial with 20 messages, Limited to 1 user and 3 Devices (No account sharing)
Frequently Asked Questions
Q.Is CPA Pilot ever wrong?
A.CPA Pilot can sometimes provide incorrect answers due to limitations in source data or question interpretation. Users can provide feedback to improve accuracy.
Q.What state tax codes are included in CPA Pilot?
A.CPA Pilot has access to the tax code for all 50 states and most of the webpages, documents, forms, instructions, and publications for all 50 states.
Q.What if I run out of questions before my subscription renews?
A.You can purchase additional questions if you run out of them before your subscription renews. All messages never expire when your subscription renews as long as you have an active subscription.
Q.Does CPA Pilot support tax software?
A.Yes, CPA Pilot provides support documentation for Drake, Lacerte, UltraTax, ProSeries, ProConnect, and QuickBooks Online.
Pros & Cons (Reserved)
✓ Pros
- Saves time by automating repetitive tasks
- Provides accurate tax insights with up to 95% accuracy
- Enhances client communication with professional answers
- Simplifies staff training
- Offers scalable solutions for various practice sizes
- Provides access to authoritative tax resources
- Reduces client requests
✗ Cons
- AI tools can sometimes provide incorrect answers
- Relies on the accuracy of source information
- May misunderstand complex or nuanced questions
- Number pulling from documents can be inaccurate
Alternatives
No alternatives found.