cpa-pilot
CPA Pilot is an AI-powered assistant designed specifically for tax professionals to automate tax research, client communication, marketing content creation, and staff training, helping firms save time, reduce stress, and grow efficiently.
cpa-pilot is finance software teams evaluate for education & research. Use this page to review pricing, integration signals, and the best alternatives before you commit.
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Quick Overview
Best for: Education & Research
What it does
Finance software for decision-makers comparing workflow fit and alternatives.
Best fit
Education & Research
Pricing snapshot
Freemium from $19/month or $240/year
Next step
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cpa-pilot
CPA Pilot is an AI assistant tailored for tax professionals, streamlining complex tax research, automating client communications, generating marketing content, and supporting staff training. It is designed to save time, reduce workload stress, and help tax firms grow effortlessly. The tool provides authoritative, up-to-date tax information from IRS and state tax codes, IRS forms, publications, and supports tax software technical assistance. CPA Pilot is suitable for solo practitioners to large teams, offering scalable solutions with usage-based pricing. It leverages GPT-4 technology focused on tax firm tasks to deliver highly accurate and professional responses.
AI assistant for tax professionals automating research, communication, and marketing.
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Claim this listingKey Features
Tax Research Automation
Provides instant, authoritative tax research with citations from IRS and state tax codes, forms, and publications.
Client Communication Automation
Generates customized, professional email responses to client queries quickly, improving response times and client satisfaction.
Marketing Content Creation
Automatically creates niche-targeted marketing content such as newsletters and social media posts to attract and retain clients.
Staff Training Support
Offers instant training on tax topics and software, helping teams stay informed and productive without external resources.
Tax Software Support and Automation
Provides technical support and step-by-step instructions for popular tax software like Drake, Lacerte, UltraTax, ProSeries, ProConnect, and QuickBooks Online.
Scalable Solutions
Flexible plans suitable for solo practitioners to large teams, with rollover messages and usage-based pricing.
Real-Time Authoritative Updates
Access to up-to-date federal and state tax codes, court cases, and precedents.
Pricing
7-day free trial with 20 messages included on all plans.
CPA Pilot 20
$19/month or $240/year- 20 messages per month
- 7-day free trial with 20 messages
- Unlimited devices
- Rollover messages
CPA Pilot 60
$49/month or $588/year- 60 messages per month
- 7-day free trial with 20 messages
- Unlimited devices
- Rollover messages
CPA Pilot 150
$119/month or $1428/year- 150 messages per month
- 7-day free trial with 20 messages
- Unlimited devices
- Rollover messages
CPA Pilot Unlimited
$199/month or $2388/year- Unlimited messages
- 7-day free trial with 20 messages
- Limited to 1 user and 3 devices
- No account sharing
Use Cases
Tax Research
Quickly obtain accurate and authoritative answers to complex tax questions, saving hours of manual research.
Client Communication
Automate responses to client inquiries with professional, well-formatted emails to enhance client satisfaction.
Marketing Automation
Generate targeted marketing content to grow and retain a tax practice’s client base.
Staff Training
Provide on-demand training resources for tax topics and software to improve team knowledge and efficiency.
Tax Software Assistance
Get instant technical support and step-by-step guidance for popular tax software, reducing downtime and frustration.
Integrations
Drake Tax Software
Provides technical support and automation for Drake tax software.
Lacerte
Supports Lacerte tax software with guidance and automation.
UltraTax
Offers assistance and automation for UltraTax software users.
ProSeries
Includes support for ProSeries tax software.
ProConnect
Provides help and automation for ProConnect users.
QuickBooks Online
Supports QuickBooks Online for tax-related tasks and automation.
Benefits
Limitations
Frequently Asked Questions
What sources does CPA Pilot use for tax research?
Is CPA Pilot accurate?
Can CPA Pilot help with client communication?
Does CPA Pilot support staff training?
What happens if I run out of messages before my subscription renews?
Is there a free trial available?
Getting Started
- 1 Visit the CPA Pilot website and choose a pricing plan that fits your practice size and needs.
- 2 Sign up for a 7-day free trial with 20 messages to explore the platform.
- 3 Start using CPA Pilot to automate tax research, client communication, and marketing tasks immediately.
Support
Contact support via email at [email protected]
Contact Page
Reach out through the contact form at https://www.cpapilot.com/contact/
Documentation
Access tutorials and guides at https://medium.com/@support_56315/tutorial-797b5d76f284
API
No public API documentation available.
Not applicable.
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