cpa-pilot

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.

Freemium Enterprise
#154 in Finance (154 tools)
Added 0 year ago
17902 directory views this week

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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Key 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

Free Tier Available

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

Saves over 5 hours per week by automating repetitive tasks.
Delivers up to 95% accurate tax insights with authoritative sources.
Improves client communication speed and quality.
Supports staff training internally without additional resources.
Enables scalable usage for solo practitioners to large teams.
Provides 24/7 instant access to tax expertise and software support.
Reduces client requests by automating common queries.

Limitations

CPA Pilot may occasionally provide incorrect answers if authoritative sources do not cover a specific situation.
The AI can sometimes misunderstand questions or pull information from an incorrect tax year.
It may have difficulty extracting numeric deduction limits from documents, focusing better on interpreting rules.

Frequently Asked Questions

What sources does CPA Pilot use for tax research?
CPA Pilot uses authoritative sources including the IRS website, federal and state tax codes for all 50 states, IRS form instructions and publications, and support documentation for major tax software.
Is CPA Pilot accurate?
CPA Pilot achieves over 95% accuracy by relying on authoritative tax sources and is tested to outperform general AI tools like ChatGPT in tax-related queries.
Can CPA Pilot help with client communication?
Yes, CPA Pilot automates client email responses with professional, well-formatted answers, improving response times and client satisfaction.
Does CPA Pilot support staff training?
Yes, it provides instant training on tax topics and software to help your team stay informed and productive.
What happens if I run out of messages before my subscription renews?
You can purchase additional messages anytime. Unused messages roll over month to month and never expire as long as your subscription is active.
Is there a free trial available?
Yes, all plans include a 7-day free trial with 20 messages.

Getting Started

  1. 1 Visit the CPA Pilot website and choose a pricing plan that fits your practice size and needs.
  2. 2 Sign up for a 7-day free trial with 20 messages to explore the platform.
  3. 3 Start using CPA Pilot to automate tax research, client communication, and marketing tasks immediately.

Support

Email

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

Available: No
Documentation:

No public API documentation available.

Rate Limits:

Not applicable.

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