Web app
CPA Pilot
CPA Pilot is an AI-powered tax assistant designed for CPAs, EAs, and tax firms in the U.S. It automates tax planning, research, return review, and client communication tasks.
- Platform
- Web app
- Categories
- AI Accounting Assistant, AI Email Writer, Tax Assistant, AI Product Description Generator, AI Customer Service Assistant, AI Chatbot, AI Email Assistant
- Indexed
- 2024-02-19
About CPA Pilot
What is CPA Pilot?
CPA Pilot is an AI tax assistant built specifically for CPAs, EAs, and tax firms in the United States. It provides a centralized workspace where tax professionals can upload tax returns, review risks, draft client emails, generate organizers, run projections, research tax issues, and create client-ready tax planning reports. The tool is designed to streamline workflows during tax season and beyond, offering year-round support for tasks such as IRS notice research, entity planning, and year-end advisory.
Key features
CPA Pilot includes 10 built-in AI workflows: Tax Return Review Engine for flagging issues before sign-off, 1040 and Corporate Tax Return Summaries for client-ready summaries, Client Tax Organizer for generating organizers from prior returns, Draft Client Email Reply for professional responses, Tax Research with code sections and citations, Tax Plan for long-term planning ideas, Tax Projections for scenario modeling, Entity Selection Wizard for comparing business structures, and Tax Software Import Assistant for mapping data into tax software. These features aim to reduce manual effort and improve accuracy.
Use cases
CPA Pilot is used during tax season for return review, 1040 summaries, and client organizer generation. After tax season, it supports IRS notice research, entity planning, year-end tax planning reports, and tax projections. It also assists with drafting client emails, corporate return summaries, and staff training. The tool is designed to handle a variety of tasks that tax professionals face throughout the year, making it a versatile assistant for tax firms.
Pricing
CPA Pilot offers a free trial with no credit card required, and pricing starts at $29 per month. The page mentions that over 6,000 tax pros use the tool and it has answered over 500,000 questions. Specific pricing tiers are not detailed on the page, but the starting price is indicated.
Questions
CPA Pilot FAQ
- What is CPA Pilot?
- CPA Pilot is an AI tool available as a web app in the AI Accounting Assistant, AI Email Writer, Tax Assistant categories. CPA Pilot is an AI-powered tax assistant designed for CPAs, EAs, and tax firms in the U.S. It automates tax planning, research, return review, and client communication tasks.
- What is CPA Pilot used for?
- CPA Pilot is filed under AI Accounting Assistant, AI Email Writer, Tax Assistant, AI Product Description Generator, AI Customer Service Assistant, AI Chatbot, AI Email Assistant in the AITOOLIST index. CPA Pilot is an AI-powered tax assistant designed for CPAs, EAs, and tax firms in the U.S. It automates tax planning, research, return review, and client communication tasks.
- Is CPA Pilot a web app, an extension or a native app?
- CPA Pilot is a web app.
Listed in the AITOOLIST index since 2024-02-19.
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