CPA Pilot is an AI-powered assistant tailored for tax professionals, streamlining tasks like tax research, client communications, and staff training. It offers an efficient solution to enhance productivity and accuracy in tax practices.
Performance Score
A
Content/Output Quality
High
Interface
User-Friendly
AI Technology
Advanced
Purpose of Tool
Tax Practice Enhancement
Compatibility
Web-Based
Pricing
Starts at $19/month
Who is Best for Using CPA Pilot?
- Solo Tax Professionals: Ideal for individual practitioners seeking to streamline their workflow.
- Small to Medium-Sized Firms: Beneficial for teams aiming to enhance efficiency and accuracy in tax-related tasks.
- Tax Consultants: Useful for consultants who require quick and reliable tax information and client communication tools.
- Accounting Educators: Helpful for instructors teaching tax courses, providing a practical tool for demonstrations and exercises.
AI-Powered Tax Research
Automated Client Email Responses
Staff Training Modules
Integration with Tax Software
Real-Time Tax Updates
User-Friendly Interface
Secure Data Handling
Affordable Pricing Plans
Is CPA Pilot Free?
CPA Pilot offers a 7-day free trial with 20 messages, allowing users to explore its features before committing to a subscription.
Pricing Plans
- CPA Pilot 20 – $19/Per Month: 20 messages/month, suitable for solo practitioners or small firms.
- CPA Pilot 60 – $49/Per Month: 60 messages/month, ideal for growing teams needing more capacity.
- CPA Pilot 150 – $119/Per Month: 150 messages/month, designed for larger teams with higher usage demands.
- CPA Pilot Unlimited – $199/Per Month: Unlimited messages, perfect for power users requiring unrestricted access.
Pros & Cons
Enhances Efficiency in Tax Research
Automates Routine Client Communications
Integrates Seamlessly with Existing Tax Software
Offers Affordable Subscription Plans
Provides Real-Time Tax Updates
Limited to Web-Based Access
Requires Internet Connectivity
May Have a Learning Curve for New Users
Subscription Costs May Add Up Over Time
Limited Customization Options
