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What is CPA Pilot?
CPA Pilot is an AI-powered tax assistant designed specifically for tax professionals such as CPAs and Enrolled Agents. Developed to streamline tax research, planning, and preparation workflows, it uses AI agents to analyze tax returns, automate data extraction, generate tax strategies, and handle client communications. The tool provides citation-backed answers referencing IRS and state tax codes, enabling users to deliver accurate and trustworthy tax advice. CPA Pilot also automates repetitive tasks like drafting client emails and IRS notice responses, helping firms save time and increase revenue without adding staff. It fits tax firms of all sizes, from solo practitioners to larger teams, aiming to improve efficiency, accuracy, and client engagement in tax-related workflows.
AI Tool Review Summary
4.7/5
Accurate, citation-backed, and professional
User-friendly with workflow-focused design
LLMNLPAgentic AI
To assist tax professionals in automating tax research, planning, preparation, and client communication.
Accessible via web platform with integrations for major tax software and supports document uploads for workflow automation.
Usage-based monthly subscription with no per-seat fees and scalable firm-wide access.
Features with the highest value for users are highlighted here.
Citation-backed tax research
Automated data extraction
Client communication automation
Tax strategy identification
Import-ready file generation
IRS notice response drafting
Tax content and marketing automation
What-if tax scenario projections
Solo CPAs
Small Tax Firms
Enrolled Agents
Tax Attorneys
Tax Preparers
Accounting Teams
Tax Advisory Professionals
Marketing Teams in Tax Firms
IRS Notice Responders
Tax Software Users
Starter
$29/monthly
Access to AI tax research and planning Automated client communication Document upload and data extraction Rollover messages included
Popular
Pro
$59/monthly
All Starter features Advanced tax strategy generation IRS notice response automation Priority support
Weekly intelligence on AI strategy, operations, and market shifts. No noise. No narrative. Direct to your inbox.
Pros & Cons
Delivers accurate, IRS-cited answers ready for client use. Scalable pricing with firm-wide access and no per-seat fees.
Primarily designed for U.S. tax professionals, limiting international use. Some advanced features may require a learning curve for new users.
FAQs
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