CPA Pilot: AI for Tax Professionals

CPA Pilot

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Type:
Website
Last Updated:
2025/08/17
Description:
CPA Pilot: AI-powered assistant for tax professionals, automating tasks, saving time, and enhancing client communication with AI precision.
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tax
CPA
automation
finance

Overview of CPA Pilot

CPA Pilot: Turbocharge Your Tax Practice with AI

What is CPA Pilot? CPA Pilot is an AI-powered assistant designed specifically for tax professionals. It helps you save time, automate tasks, and grow your practice effortlessly.

Key Features and Benefits:

  • Time Efficiency: Automate repetitive tasks like client emails, tax research, and marketing.
  • AI-Powered Accuracy: Leverage cutting-edge AI with up to 95% accuracy.
  • Enhanced Client Communication: Respond to client queries in minutes with precise answers.
  • Staff Training Made Easy: Provide instant training on tax topics and software.
  • Marketing Automation: Effortlessly create niche-targeted marketing content.
  • Scalable Solutions: Meets the needs of solo practitioners or growing teams.

Why Choose CPA Pilot?

Designed for the seasonal tax business, CPA Pilot offers plans starting at $20/month/user, with rollover messages and annual plan perks. It's trusted by accountants to be their AI Tax Assistant.

Client Testimonials:

  • Anil, CA: "CPA Pilot is amazing!"
  • Steve, NJ: "I will talk to anybody to vouch for the quality of CPA Pilot."
  • Eduard, IL: "At this price this is a no brainer."

CPA Pilot vs. Competitors:

Unlike TaxGPT and BlueJ Tax, CPA Pilot provides quick, nicely formatted responses without extensive prompt engineering and has chatbots specializing in tax software. It also has usage-based plans so you can onboard your entire team for the cost of one competitor license.

Secure Tax Document Upload and Analysis Coming Soon!

Who should use CPA Pilot?

Any tax professional seeking to improve time efficiency, accuracy, and client communication should consider CPA Pilot.

How to get started with CPA Pilot?

Visit the CPA Pilot website to start a free trial and choose a plan that meets your needs.

Pricing Plans:

  • CPA Pilot 20: $19/month
  • CPA Pilot 60: $49/month (Most Popular)
  • CPA Pilot 150: $119/month
  • CPA Pilot Unlimited: $199/month

Contact:

  • Address: 200 Spectrum Center Dr Irvine CA 92618
  • Email: support@cpapilot.com
  • Phone: (646) 543-5190

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