CPA Pilot

CPA Pilot: The #1 AI Tax Assistant for CPAs and EAs

What is CPA Pilot? CPA Pilot is an AI-powered tax assistant specifically designed for Certified Public Accountants (CPAs), Enrolled Agents (EAs), and tax firms in the United States. More than just a software, CPA Pilot functions as an online tax advisor, automating tax research, tax projections, client email drafting, marketing content generation, and new staff onboarding. CPA Pilot's mission is to simplify and enhance the work lives of tax professionals by leveraging the power of AI.

Key Features and How CPA Pilot Works

CPA Pilot stands out in the market due to its comprehensive features and focus on scalability and accuracy. Here are some of the key functionalities:

• AI-Powered Tax Research: Access accurate answers to federal and state tax questions using IRS publications, court rulings, and state codes.
• Tax Projections: Conduct detailed what-if scenarios and create client-ready summaries utilizing U.S. tax strategy logic and real-time code interpretation.
• Tax Preparation & Review: Convert P&Ls and source documents into structured data, identify inconsistencies, and generate import-ready files for major tax software.
• Client Communication Chatbot: Instantly draft IRS-aligned replies to client emails, covering extensions, status updates, and more, in plain, shareable language.
• IRS Notice Responses & Compliance: Create compliant responses to CP2000s, CP2501s, and other IRS notices with clear explanations and citations to IRS source material.
• Content & Marketing Automation: Develop SEO-optimized newsletters, LinkedIn posts, and blog content for U.S. tax firms to attract and retain ideal clients.

Why Choose CPA Pilot?

• Smarter than ChatGPT: CPA Pilot delivers tax-accurate answers that are clearly formatted, sourced, and ready to share with clients, without the need for prompt engineering.
• Faster than Blue J Tax: Get step-by-step guidance, chatbot-powered software instructions, and automation tools to generate import files within seconds.
• More Affordable than TaxGPT: CPA Pilot's usage-based pricing allows entire teams to access the tool for less than the cost of a single license from many competitors.

Trusted by Tax Professionals

CPA Pilot is trusted by over 6,000 tax professionals, CPAs, and Enrolled Agents nationwide. It is recognized for providing essential information at the user's fingertips, drafting instructional letters and emails, and saving time, which is vital for small practitioners.

Who is CPA Pilot For?

CPA Pilot is designed to cater to the needs of:

• Individual CPAs and EAs
• Small to large tax firms
• Tax attorneys
• Accounting professionals seeking to leverage AI for improved efficiency and accuracy

CPA Pilot is tailored for the seasonal demands of tax practices, offering flexible monthly plans starting at just $20/month. It includes rollover messages, allowing users to carry forward unused messages as long as they have an active subscription. With account sharing allowed on all plans except the unlimited plan, CPA Pilot is built for collaboration and scalability.

Real Use Cases and Benefits

• Time Savings: Tax professionals report saving 10+ hours per week by automating research and communication.
• Improved Client Communication: The AI chatbot reduces client requests by 50% by providing instant and accurate responses.
• Accuracy and Compliance: CPA Pilot ensures compliance with IRS regulations and provides citation-backed answers to tax questions.
• Marketing and Content Creation: Generate SEO-optimized content to attract and retain clients, helping tax firms stay competitive.

Conclusion

CPA Pilot is revolutionizing the way tax professionals work by offering an AI-driven solution that streamlines tax research, automates client communication, and improves overall efficiency. By choosing CPA Pilot, CPAs, EAs, and tax firms can enhance their productivity, accuracy, and client relationships, ultimately leading to better outcomes and a more fulfilling work experience.