AI Tax Assistant for
CPAs, EAs, and
Tax Firms
Upload tax returns, review risks, draft client emails, generate organizers, run projections, research tax issues, and create client-ready tax planning reports — from one CPA-focused AI workspace.
What Can You Do With CPA Pilot?
10 built-in AI workflows designed for tax professionals
Tax Return Review Engine
Upload returns and supporting documents to flag review issues, risks, and inconsistencies before partner sign-off.
Learn more →1040 Tax Return Summary
Generate a client-ready summary from an uploaded individual tax return. Clear, professional, and fast.
Learn more →Corporate Tax Return Summary
Summarize business tax returns into clearer review and client communication notes. Works for 1120, 1120-S, and 1065.
Learn more →Client Tax Organizer
Turn a prior return into a tax organizer with document requests and client questions. Ready to send in minutes.
Learn more →Draft Client Email Reply
Paste a client email and get a researched, professional response draft. Reduce reply time and back-and-forth.
Learn more →Tax Research
Ask federal or state tax questions and get structured research support — with relevant code sections and citations.
Learn more →Tax Plan
Generate long-term tax planning ideas and client-facing planning notes. Structured for advisory conversations.
Learn more →Tax Projections
Model tax impact from income, entity, deduction, or planning changes. Run scenarios for any client situation.
Learn more →Entity Selection Wizard
Compare Schedule C, LLC, S-Corp, and C-Corp options based on a client situation — with a structured comparison output.
Learn more →Tax Software Import Assistant
Map uploaded PDF, Excel, or CSV data into tax software-ready fields and flag import issues before data entry.
Learn more →Tax season may end, but CPA work does not.
CPA Pilot supports filing-season review, extension work, IRS notice research, tax projections, client email replies, entity planning, and year-end advisory workflows.
| 🗓 During Tax Season | 📅 After Tax Season |
|---|---|
| 1040 summaries and return prep | IRS notice research and response |
| Return review QA before sign-off | Entity planning and S-Corp analysis |
| Client organizer generation | Year-end tax planning reports |
| Draft client email replies | Tax projections and scenario modeling |
| Tax software import assistance | Staff training and research support |
| Corporate return summaries | Client advisory emails and planning notes |
Built for Tax. Not Just AI.
Generic AI tools require manual prompting and setup. CPA Pilot has built-in tax workflows from day one.
| Need | Generic AI | CPA Pilot |
|---|---|---|
| General writing | ✓Yes | ✓Yes |
| CPA-specific workflows | ⚠Limited | ✓Built-in |
| Tax return summaries | Manual prompting required | ✓Built-in workflow |
| Client organizers | Manual setup each time | ✓Built-in workflow |
| Tax projections | ⚠Inconsistent output | ✓Workflow-based |
| Client email replies | Generic draft only | ✓Tax-context draft |
| Tax research support | ⚠Prompt-dependent quality | ✓CPA-focused research workflow |
| Workpaper-style memos | Manual formatting needed | ✓Structured output |
Choose Your Workflow from Our Library
Organized by how your firm works — during season, between seasons, and year-round.
Tax Return Review Engine
Upload a full return package. CPA Pilot flags inconsistencies, missing docs, and risk items before your partner touches it.
1040 Return Summary
Turn a complex 1040 into a clear, structured summary ready for your review meeting or client delivery.
Corporate Return Summary
Summarize 1120, 1120-S, or 1065 returns into reviewer notes and client communication drafts.
Trusted by Tax Professionals
See how CPAs and EAs use CPA Pilot throughout the year — not just during tax season.
“Saved hours of research time during complex client questions. I no longer have to start from scratch every time a unique situation comes up.”
“Reduced back-and-forth and improved our response speed with clients significantly. The email reply drafts are professional and accurate.”
“Helped our reviewers organize issues before partner review. The return review workflow catches things we used to miss under deadline pressure.”
“Created clearer client-facing planning notes in minutes. Our advisory clients now get better deliverables with less time from our staff.”
Estimate your annual AI tax workflow cost.
Model firm usage, select the workflows your team expects to run, and compare CPA Pilot against editable competitor pricing assumptions.
Firm profile
Example: 30% of 150 clients across 6 selected workflows estimates 270 annual workflow runs.
Select workflows
Each selected workflow uses the same client percentage to keep the estimate readable.
Plans That Fit How You Work
Message-based pricing — every plan includes all AI workflows. Pay for usage, not seats.
| User Type | Recommended Plan |
|---|---|
| Solo CPA or EA — light use | CPA Pilot 20 · $29/mo |
| Active daily use — returns & research | CPA Pilot 60 · $49/mo |
| High-volume tax season | CPA Pilot 150 · $119/mo |
| Power user — no daily limits | CPA Pilot Unlimited · $199/mo |
Endorsed by Leading Tax Professionals in the United States
Frequently Asked Questions
Have questions about CPA Pilot? Here are the most common ones we hear.
CPA Pilot is a purpose-built AI workspace for CPAs, EAs, and tax firms. Unlike general-purpose AI tools, CPA Pilot has 10+ built-in workflows designed specifically for how tax professionals work — from return review and client organizers to tax research, projections, and advisory reports. It’s not a generic chatbot. It’s a professional-grade tool built around your workflow.
CPA Pilot is designed for licensed tax professionals: CPAs, Enrolled Agents, and tax firm staff. It’s used by solo practitioners, growing tax firms, and multi-professional teams. Whether you’re handling 50 returns or 5,000, CPA Pilot helps you work faster and deliver better client experiences.
CPA Pilot includes 10 core workflows:
- Tax Return Review Engine
- 1040 Tax Return Summary
- Corporate Tax Return Summary
- Client Tax Organizer
- Client Email Reply Draft
- Tax Research Assistant
- Tax Plan Generator
- Tax Projections
- Entity Selection Wizard
- Tax Software Import Assistant
Not at all. CPA Pilot is designed for tax professionals, not technology teams. Each workflow is guided — you provide your inputs (a return, a client email, a tax question) and CPA Pilot does the structured AI work. No prompt engineering required. If you can use a browser, you can use CPA Pilot.
Yes. CPA Pilot anonymizes client data on your computer before it is sent to CPA Pilot for processing. Data is encrypted in transit and at rest, and we do not use your client data to train AI models. CPA Pilot is designed with professional responsibility in mind — your client information stays yours. See our security page for more detail.
CPA Pilot is built for citation-backed tax work. It uses authoritative federal and state tax sources, including IRS forms, instructions, publications, tax code materials, state agency guidance, and tax software support documentation. Answers are designed to show the sources used so a tax professional can verify the result before relying on it.
ChatGPT is useful for general brainstorming, but CPA Pilot is built around tax workflows: return review, tax research, client emails, notices, organizers, projections, and tax planning. CPA Pilot provides structured outputs, source citations, tax-software-aware guidance, and client data protection controls that generic chat tools do not provide by default.
Yes. CPA Pilot can help with workflow and troubleshooting questions for major tax and accounting tools, including Drake, Lacerte, UltraTax, ProSeries, ProConnect, and QuickBooks Online. It can provide setup steps, input guidance, file import/export help, and software-specific workflow instructions.
Yes. CPA Pilot can draft professional responses for notices such as CP2000 and CP2501, explain adjustments in plain English, organize client facts, and include supporting citations. A licensed tax professional should review every notice response before sending it.
You can buy additional message credits or upgrade your plan. Message-based plans include rollover while your subscription remains active, so unused messages do not disappear at the end of the month as long as the account stays active.
Any AI-assisted workflow can make mistakes, especially when prompts are unclear, documents are low quality, or official guidance is missing. CPA Pilot is built to reduce that risk with tax-specific workflows and citations, but every output should be reviewed by a qualified tax professional before it is sent to a client or used for a filing position.
Yes. All CPA Pilot plans are flexible. All subscribers can cancel at any time without penalty. There are no long-term contracts required. We believe in earning your business every month — not locking you in.
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