#1 AI Tax Assistant for Tax Pros
Generate more revenue from your clients and prepare returns faster

CPA Pilot uses AI agents to analyze returns, automate data entry, generate tax strategies, and handle client communication—so your firm scales without adding headcount.

20+ Hours Saved Per Week | 3X More Client Communication

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Trusted AI Copilot for 6,000+ Tax Professionals Nationwide

Find missed tax strategies in seconds

Reduce review time and manual work

Automate client communication instantly

Turn tax insights into billable work

Julie, UT

I’m using CPA Pilot to ensure payroll and 1099 compliance.

Mike, NY

I’ve tested CPA Pilot with 15-20 questions and it’s been spot on.

Claire, MI

This is great! It’s much more accurate than the other chat tools.

Randall, NY

Thanks for building this! It’s been much needed

Forrest, NY

Client Helper will reduce client requests by 50%

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

Larry, WA

I’m going to be a customer for life…

What is CPA Pilot?

CPA Pilot is an AI tax assistant that helps tax firms generate more revenue from clients and prepare returns faster. It analyzes tax returns, answers technical tax questions with IRS and state citations, automates data extraction and workflows, and generates client-ready deliverables—using AI agents that execute the work your team does every day.

How CPA Pilot works

Upload documents or ask a question

Upload tax returns, financials, or ask complex tax questions

CPA Pilot analyzes and executes AI agents

Extract data, identify strategies, and perform workflows

Get outputs instantly

Receive tax plans, structured data, client-ready emails, and answers with citations

Not just answers—CPA Pilot does the work

Analyze returns

Find missed tax strategies, detect errors, and generate planning opportunities

Prepare data

Convert documents into structured data ready for tax software

Answer tax questions

Get authoritative answers with IRS and state citations

Communicate with clients

Draft emails, IRS responses, and clear client explanations instantly

Turn insights into billable work

Identify tax strategies your clients will pay for

Generate client-ready tax plans in seconds

Support higher-value advisory conversations

Increase revenue per client without adding new clients

Prepare and review returns faster

Automate data extraction from PDFs and financials

Reduce manual entry and repetitive work

Speed up review with AI-assisted checks

Handle more returns with the same team

Trusted by CPAs, Tax Attorneys & Tax Firms in The U.S

Why Tax Professionals Choose CPA Pilot — The Agentic AI Assistant?

→ AI for Tax Research and Strategy

Instantly cite IRS codes, draft memos, and answer complex tax questions. (ChatGPT doesn’t have access to federal tax court cases)

→ AI for Communication

Automate client emails with professional, IRS-cited replies.

→ Agentic AI for Complex Tax Tasks

Do a tax plan, tax return review and tax return summary in seconds.

→ AI for Tax Content Creation

Generate niche marketing content and social media posts.

Join 6,000+ Tax Pros Who Use CPA Pilot

Join the growing number of tax professionals using CPA Pilot — built for trust, compliance, and results.

AI for the small practitioner CPA & EA Firm

CPA Pilot has made our small CPA – EA better by providing information vital to our clients at our finger tips. We are able to draft instructional letters and emails just by asking questions. The time we are saving is enormous. This is definitely what the small practitioner needs.

CPA Pilot is invaluable!! 💣⚡🚀

CPA pilot has been an invaluable tool in helping jumpstart various projects and a quick reference tool available on the fly during a call.

We have saved some much time

We have saved some much time. We are so thankful for CPA Pilot!! Thank you.

Best program ever!!

Best program ever!!! I don’t know how I ever lived without it.

Features

AI for Tax Professionals - Real Use Cases That Save Hours

Designed for the Seasonal Demands of Tax Practices

Every plan includes access to CPA Pilot – your AI copilot for tax preparation, client emails, IRS notice responses, and staff training.

Perfect for solo CPAs and larger teams. Monthly Plans from just $20/month. Includes rollover messages, so you don’t lose what you don’t use as long as you have an active subscription.
Built for seasonality – Get all your messages upfront — use them anytime, share with your entire team, and enjoy the lowest effective cost per message.
Built for sharing – Account sharing is allowed with all plans except the unlimited plan.

Upgrade or Downgrade as usage changes.

No annual commitment required.

CPA Pilot 20

Dip your toe into the water and see how much better your firm is with CPA Pilot

$19/Per Month

CPA Pilot 60

Most popluar plan. Scratching the surface of what CPA Pilot can do.

You want to use CPA Pilot to for more than research. From email replies and tax plans to automating data entry for tax returns.

$49/Per Month

CPA Pilot 150

For power users and small teams sharing an account. Yes we are okay with that!

$119/Per Month

CPA Pilot Unlimited

Because you don't like restrictions. Meant for 1 user.

$199/Per Month

Looking for Team Plans?

Contact Us to get a customized solution for your team.

CPA Pilot 20

Great for a solo tax practice if you are only using it for tax research.
Get 240 messages upfront so you can use them when you want.

$200$240
/Per Year

CPA Pilot 60

Get 720 messages upfront and use CPA Pilot to automate daily tasks from email replies to tax return data entry

$499$588
/Per Year

CPA Pilot 150

Great for Super Users and teams who want to share an account.
Get 1800 conversations upfront.

$1199$1428
/Per Year

CPA Pilot Unlimited

You want to leave CPA Pilot open all day and use it as your right hand and maybe be your nerdy tax best friend that you've been looking for all your life.

$1999$2388
/Per Year

Enterprise Plans

Great for large teams and pay only for what you use.

Frequently Asked Questions

What Can CPA Pilot Help Me With?

CPA Pilot helps you save hours of manual work by automating tax research, drafting emails, creating marketing content, and answering client questions.
It integrates directly with IRS and State tax sources and supports technical workflows across major tax software platforms like Drake, Lacerte, UltraTax, and ProConnect.

You can:

Instantly access IRS and State forms, publications, and tax codes
Get step-by-step instructions for complex tasks
Automate content creation in your niche
Respond to clients in seconds with professional, clear answers

How Accurate Is CPA Pilot Compared to ChatGPT?

CPA Pilot consistently outperforms general AI models like ChatGPT in tax-specific use cases.
In a test using CPE-level tax questions:

ChatGPT got 55% correct
CPA Pilot delivered 98% accuracy

This performance is achieved by:

Using only authoritative sources (IRS, State codes, tax software docs)
Citing every source used, so you can verify instantly
Training specifically for tax scenarios, law interpretation, and 1040 guidance

ChatGPT is not able to access tax court case briefs directly from the source.

CPA Pilot also anonymizes all documents before they are uploaded. Keeping your client’s data extra secure enabling you to automate more tasks that you wouldn’t be able to on ChatGPT.

We recommend that you continue to use ChatGPT for basic research then use CPA Pilot for verification or more complex cases.

What Sources Does CPA Pilot Use for Tax Research?

CPA Pilot pulls from verified, up-to-date, and jurisdiction-specific tax documentation including:

IRS Website and the Federal Tax Code
State Tax Codes and official websites for all 50 states
IRS Instructions, Publications, and Forms
State tax agency documentation, forms, and publications
Technical support docs for: Drake, Lacerte, UltraTax, ProSeries, ProConnect, and QuickBooks Online

You always see cited sources with each answer — including links and publication dates.

Does CPA Pilot Replace Customer Support for Tax Software?

Yes — CPA Pilot acts like an AI-powered technical support assistant.
Instead of calling software vendors or browsing forums, you can ask CPA Pilot for:

Setup steps
Workflow help
Troubleshooting guidance
File import/export instructions

It’s like having Lacerte or Drake support built into your practice.

Can CPA Pilot Give Incorrect Answers?

While CPA Pilot uses the most reliable AI models and sources (like GPT-5, 4o), no AI system is perfect. Here’s when errors may occur:

Missing official guidance: No documentation exists for edge cases
Misunderstood prompt: You can clarify or rephrase
Wrong tax year pulled: Easily fixed by specifying the year
Numeric extraction errors: Sometimes misreads deduction limits from scanned docs

We encourage reporting any issue to [email protected]

Does CPA Pilot Cover All State Tax Codes?

Yes — CPA Pilot includes:

Complete tax codes for California and various all other U.S. states.
Most official documents, webpages, and forms
Regular updates to reflect policy and form changes

What Happens If I Run Out of Messages?

You can purchase additional message credits anytime.

Messages never expire as long as your subscription is active
All message-based plans include monthly rollover
Team-wide sharing is available on annual plans

How Does CPA Pilot Integrate With My Existing Workflow?

CPA Pilot plugs into your current tech stack by:

Working alongside your existing tax software
Automating email responses and internal communications
Generating import-ready files to reduce manual data entry

No need to change tools — just work smarter with AI.

Can CPA Pilot Help With IRS Audit Response or Tax Notices?

Yes — CPA Pilot can:

Draft professional responses to IRS CP2000, CP2501, and other notices
Help interpret penalty codes, adjustments, and payment options
Cite IRS publications and instructions for each response

Is CPA Pilot Secure for Client Data?

CPA Pilot follows best-in-class data protection standards and is building toward SOC-2 compliance.
No client data is stored unless explicitly provided for upload-based features (coming soon). All interactions are encrypted.

What are all the use cases CPA Pilot can help my firm with

CPA Pilot is your AI-powered assistant for tax professionals, designed to help you research faster, communicate better, and review client data more accurately — saving hours every week during busy season.

Tax Research & Technical Accuracy

Instantly answer federal and state tax questions with authoritative citations (IRS, IRC, Treasury Regs, DORs, and Tax Court rulings).
Summarize new IRS guidance, court decisions, and state-level tax updates.
Compare entity structures and state tax treatments (e.g., S-Corp vs LLC vs C-Corp).
Draft defensible research memos and position summaries for client files.
Identify relevant code sections, form line items, and IRS publications.
Turn complex tax law into plain-English explanations your clients can understand.

Tax Planning & Projections

Run what-if scenarios (e.g., entity election, maximizing deductions, or adding dependents).
Estimate federal taxes and quarterly payments accurately.
Compare baseline vs alternative projections side by side.
Model QBI deductions, depreciation, TCJA sunsets, and payroll strategies.
Generate client-ready summaries that clearly show tax savings.

Tax Return Review & Data Preparation

Upload Profit & Loss statements (PDF or Excel) and automatically convert them into structured import files ready for use in tax software.
Upload W-2s, 1099s, 1098s, K-1s, and other personal tax documents for AI-assisted quality reviews — flagging potential errors, inconsistencies, or missing data.
Check for income mismatches, duplicate entries, and unusual variances.
Produce review summaries and client-ready feedback reports to streamline quality control.

Client Communication & Email Drafting

Automatically draft responses to client emails directly inside Gmail.
Suggest ready-to-send replies for tax questions, document requests, or follow-ups.
Forward or delegate emails automatically using AI-based routing rules (e.g., “Send to preparer,” “Send to admin”).
Draft IRS notice explanations, status updates, or tax advice summaries in a clear, professional tone.Marketing & Content Creation

Write SEO-optimized blog posts, social media updates, and email newsletters tailored for your clients.
Create video and webinar scripts to explain complex topics simply.
Repurpose content into LinkedIn posts, website articles, and Google Business updates to grow your online visibility.

Compliance & Documentation

Generate IRS response letters, reasonable compensation analyses, and tax position memos using professional built-in tax resolution templates.
Draft client disclosures, information request templates, and summary reports automatically.
Ensure documentation is clear, compliant, and defensible for audits or client files.

In short:

CPA Pilot helps your firm:

Research faster — with authoritative sources you can cite.
Communicate better — drafting and routing emails automatically.
Review smarter — by analyzing P&Ls, W-2s, 1099s, and other documents.
Prepare efficiently — converting P&Ls into import-ready tax files.
Resolve issues confidently — using built-in professional tax resolution templates.
Market effectively — with automated content that drives new clients.

#1 AI Tax Assistant for Tax ProsGenerate more revenue from your clients and prepare returns faster