cpa-pilot
CPA Pilot is an AI-powered tax workspace for CPAs, EAs, and tax firms that automates tax return review, research, client communications, organizers, projections, and advisory reporting through built-in AI workflows.
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Quick Overview
Best for: Finance
What it does
Finance software for decision-makers comparing workflow fit and alternatives.
Best fit
Finance
Pricing snapshot
Paid from $29/mo starting
Next step
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cpa-pilot
CPA Pilot is an AI tax assistant and workspace built specifically for tax professionals (CPAs, EAs, and tax firms). The product centralizes tasks such as uploading tax returns and supporting documents, reviewing risks and inconsistencies before partner sign-off, drafting client emails, generating client organizers, running projections, performing tax research with citations, and creating client-ready tax planning reports. The platform is positioned for year-round professional use across filing season and advisory workflows, and emphasizes saving time on review, communication, and planning through 10 built-in AI workflows.
AI assistant for tax professionals automating research, communication, and marketing.
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Claim this listing for $29Key Features
Tax Return Review Engine
Upload returns and supporting documents to flag review issues, risks, and inconsistencies before partner sign-off.
1040 Tax Return Summary
Generate a client-ready summary from an uploaded individual tax return.
Corporate Tax Return Summary
Summarize business tax returns (1120, 1120-S, 1065) into clearer review and client communication notes.
Client Tax Organizer
Turn a prior return into a tax organizer with document requests and client questions, ready to send in minutes.
Draft Client Email Reply
Paste a client email and get a researched, professional response draft to reduce reply time and back-and-forth.
Tax Research Assistant
Ask federal or state tax questions and receive structured research support with relevant code sections and citations.
Tax Plan Generator
Generate long-term tax planning ideas and client-facing planning notes structured for advisory conversations.
Tax Projections
Model tax impact from income, entity, deduction, or planning changes and run scenarios for any client situation.
Entity Selection Wizard
Compare Schedule C, LLC, S-Corp, and C-Corp options with a structured comparison output based on client situations.
Tax Software Import Assistant
Map uploaded PDF, Excel, or CSV data into tax software-ready fields and flag import issues before data entry.
Pricing
Starting
$29/mo starting- Access to CPA Pilot workspace (trial available)
- Access to built-in AI tax workflows
Use Cases
During tax season - return preparation & review
Use the Tax Return Review Engine and 1040/Corporate summaries for QA, partner sign-off, and client-ready summaries.
IRS notice research and response
Leverage Tax Research Assistant to investigate notices and produce structured responses with citations.
Client communication and organizers
Generate client organizers, draft email replies, and client summaries to streamline client interactions and reduce back-and-forth.
Advisory & year-end planning
Run projections, create tax plans, and produce client-facing planning reports for advisory conversations and year-end work.
Data preparation for tax software
Use the Tax Software Import Assistant to map and validate data before manual entry into tax software.
Staff training and research support
Provide consistent research outputs and summaries to support staff training and internal workflows.
Integrations
Tax software import
Tax Software Import Assistant maps PDF, Excel, or CSV data into tax software-ready fields and flags import issues before data entry (no specific third-party products named).
Benefits
Limitations
Frequently Asked Questions
No verified FAQs are available.
Getting Started
- 1 Step 1: Start a free trial or book a demo using the 'Start Free Trial' or 'Book a Demo' links on the site.
- 2 Step 2: Open the CPA Pilot app and create or log into your account.
- 3 Step 3: Upload tax returns and supporting documents, then run the appropriate built-in AI workflow (e.g., Return Review, Tax Research, or Tax Projections) and export client-ready outputs.
Support
Demo
Book a Demo link is available on the site to see CPA Pilot in action.
Contact
Contact link available in the footer for sales or support inquiries.
Docs / Resources
Resources and Blog pages provide tips, workflow guides, and product updates.
API
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