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10X your Revenue and Productivity with CPA Pilot

Tax pros like you use CPA Pilot save 5+ hours/week by automating: 

  • Detailed tax research

  • Client emails 

  • Social media content

to work faster, grow your firm, deliver more value to your clients and give them the best client experience.

CPA Pilot is better than ChatGPT for tax accountants

CPA Pilot
  • Updated at least monthly

  • Up to 95% accurate

  • Only uses authoritative data sources a tax pro should rely on

ChatGPT
  • Out of date - Updated April 2023

  • Not as accurate

  • Doesn't always rely on authoritative data sources

CPA Pilot Response 🙂

CPA Pilot is more accurate and less error prone

ChatGPT Response😟

ChatGPT is less detailed and accurate

Trusted by Over 1,000 of Accountants to be their AI Tax Assistant

CPAs and EAs love CPA Pilot

"I'm going to be a customer for life..."

Larry, WA

Benefits

Save Time
Research, Learn and Communicate Faster 
Happier Clients
Better and Faster Client Communication
Increase Revenue
Automate Marketing Content Creation

Smart, Convenient and Low Cost

24/7 365 days and never gets tired. We trained CPA Pilot to give high quality advice.

AI tax assistants help you analyze situations

Never out of date

We update CPA Pilot's knowledge regularly with authoritative sources so it gives you the best answers. Premium includes most state and federal tax codes.

AI tax assistants save enrolled agents and CPA tax professionals so much time
AI tax assistants make you more efficient

Better than ChatGPT

Because we gave our CPA Pilot access to the authoritative resources, it is really great at explaining technical and complicated tax situations. Making it the best client communicator and assistant.

AI tax assistants will help you get through tax season

Make better strategic decisions

CPA Pilot has the entire tax code at its finger tips so you can identify the best strategic decisions for your clients. Tax planning becomes really interesting. We're building more here. Be sure to subscribe so we can keep you in the loop!

Tired of working Sundays?!?

We have tax preparers using CPA Pilot Pro daily to save time. Try it out for 7 days. You won't regret it.

Start Automating Now

  • CPA Pilot Lite

    0$
     
    For Demo Purposes Only - Get a taste of what CPA Pilot can do then upgrade!
    Free Plan
    • Limited response length
    • Limited resources to provide answers
    • Outdated info (last updated November 2023)
    • Gives you a sense of what CPA Pilot can do
  • CPA Pilot

    8.99$
    Every month
    Upgrade from the free version with smarter and more helpful AI
     
    • Free Version uses GPT 3.5. This uses GPT-4 the smartest AI
    • Answers and cites sources from IRS Website and more
    • See feature comparison table below
    • Free demo and Q&A session to learn best practices
  • Best Value

    CPA Pilot Pro

    49.99$
    Every month
    Smartest CPA Pilot - With Federal and State Tax Codes
     7 day free trial
    • Uses GPT-4 the best AI available
    • Answers and cites sources from a deeper resource library
    • Free demo and Q&A session to learn best practices
  • CPA Pilot Client Helper

    59.99$
    Every month
    Have CPA Pilot on your website to reduce time consuming client interactions
     
    • Answers clients questions for you - Reduces clients calls
    • Answers clients with less technical language
    • Contact us if customization is needed
    • Free setup session over Zoom

Plan Comparison

Title
CPA Pilot Lite
CPA Pilot
CPA Pilot Pro
CPA Pilot Client Helper
Sources:
IRS Form Instructions and Publications

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IRS Website

✔️

✔️

✔️

✔️

Federal Tax Code

✔️

State Tax Code

✔️

Benefits and Features:
Powered by GPT-4: Leverage the intelligence of GPT-4 for smarter, more insightful tax guidance beyond the basic CPA Pilot offering.

✔️

✔️

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Precision Answers: Get the most precise and detailed explanations to intricate tax inquiries based on authoritative sources

✔️

✔️

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Advanced Research Capability: Tackle the most complex tax scenarios with our comprehensive research tools.

✔️

✔️

Optimized for Tax Experts: A tool designed specifically to augment the workflow of Tax Accountants.

✔️

Optimized for Tax Practice Clients: More common, easier to understand language

✔️

Content Creation Simplified: Easily produce engaging newsletters and social media posts tailored for tax professionals.

✔️

✔️

Tailored Tax Research: Conduct in-depth research on nuanced IRS and Tax Code issues swiftly and effectively.

✔️

✔️

Custom Tax Strategies: Generate bespoke tax plans and strategies that align with individual client needs."

✔️

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Effortless Access to Authoritative Tax Resources: Navigate tax complexities with instant access to official IRS forms, publications, and articles.

✔️

✔️

Streamlined Tax Communication: Craft comprehensive emails addressing intricate tax matters within moments.

✔️

✔️

Expand Your Insights: Benefit from unlimited character responses for a thorough analysis.

✔️

✔️

Reduce Client Inquiries and Requests by up to 50%

✔️

Faster than ChatGPT for Tax Questions when it researches online

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  • Why would I want Client Helper on my website?
    Having Client Helper as a section on your website allows your clients to ask it questions that they would normally call or email you about. This will save you a lot of time and clients feel like they are getting better service by not having to wait for an answer. Client Helper uses more simplified wording as you would when talking to your clients about taxes. CPA Pilot Pro will use wording that is more technical in nature.
  • CPA Pilot
    Sources: IRS Form Instructions and Publications IRS Website Features and Benefits: Powered by GPT-4: Leverage the intelligence of GPT-4 for smarter, more insightful tax guidance beyond the basic CPA Pilot offering. Precision Answers: Get the most precise and detailed explanations to intricate tax inquiries. Advanced Research Capability: Tackle the most complex tax scenarios with our comprehensive research tools. Optimized for Tax Experts: A tool designed specifically to augment the workflow of Tax Accountants. Content Creation Simplified: Easily produce engaging newsletters and social media posts tailored for tax professionals. Tailored Tax Research: Conduct in-depth research on nuanced IRS and Tax Code issues swiftly and effectively. Custom Tax Strategies: Generate bespoke tax plans and strategies that align with individual client needs." Effortless Access to Authoritative Tax Resources: Navigate tax complexities with instant access to official IRS forms, publications, and articles. Streamlined Tax Communication: Craft comprehensive emails addressing intricate tax matters within moments. Expand Your Insights: Benefit from unlimited character responses for a thorough analysis.
  • CPA Pilot Pro
    Sources: IRS Form Instructions and Publications IRS Website Federal Tax Code State Tax Code for 45 states (We are working toward adding Delaware, Maine, Michigan, Texas and Vermont) Features and Benefits: Powered by GPT-4: Leverage the intelligence of GPT-4 for smarter, more insightful tax guidance beyond the basic CPA Pilot offering. Precision Answers: Get the most precise and detailed explanations to intricate tax inquiries. Advanced Research Capability: Tackle the most complex tax scenarios with our comprehensive research tools. Optimized for Tax Experts: A tool designed specifically to augment the workflow of Tax Accountants. Content Creation Simplified: Easily produce engaging newsletters and social media posts tailored for tax professionals. Tailored Tax Research: Conduct in-depth research on nuanced IRS and Tax Code issues swiftly and effectively. Custom Tax Strategies: Generate bespoke tax plans and strategies that align with individual client needs." Effortless Access to Authoritative Tax Resources: Navigate tax complexities with instant access to official IRS forms, publications, and articles. Streamlined Tax Communication: Craft comprehensive emails addressing intricate tax matters within moments. Expand Your Insights: Benefit from unlimited character responses for a thorough analysis.
  • Client Helper
    Make CPA Pilot available on your website so your clients can get immediate answers to their questions and reduce client request and questions. Sources: IRS Form Instructions and Publications IRS Website Features and Benefits: Reduce Client outreach and requests by as much as 50% Powered by GPT-4: Leverage the intelligence of GPT-4 for smarter, more insightful tax guidance beyond the basic CPA Pilot offering. Precision Answers: Get the most precise and detailed explanations to intricate tax inquiries.
  • ChatGPT
    While we use the same technology, GPT-4, there are some significant differences between ChatGPT and CPA Pilot. ChatGPT can search the web for your answers. If it does search the web, it will likely take 2-3 minutes to get your answer, but the source may be low quality. This may cause the answer to be wrong. CPA Pilot can get you an accurate answer in less than a minute because it has access to authoritative sources fit for professional use at its fingertips. The difference is like giving CPA Pilot an open book test and ChatGPT trying to recall something it read a while ago.
  • Why not use ChatGPT with web browsing instead?
    2 very important reasons: It's much slower than CPA Pilot. We can provide you an answer in seconds while ChatGPT with web browsing takes minutes. The sources ChatGPT may use are not necessarily authoritative source. It may pull some info from Nerd Wallet or Forbes. It's like a doctor using WebMD to diagnose your health issues. We only use authoritative sources like the IRS and the tax code.
  • Does CPA Pilot hallucinate?
    No. We tell our AI to only rely on authoritative information to provide you the best possible answer. On rare occasion, it may give you a wrong answer because we may not have a source that provides guidance on the situation you are researching. If this is the case, please email us at support@cpapilot.com so we can add the appropriate source.
  • What state tax codes are included in CPA Pilot Pro?
    As of 11/19/2023, 45 out of 50 states are included. We are working toward adding Delaware, Maine, Michigan, Texas and Vermont.
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