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.
Professional Tax AI is More Than a Prompt
General-purpose AI can answer tax questions. CPA Pilot gives CPAs, EAs, and tax firms structured workflows for return review, planning, research, projections, and client work—without rebuilding the process with every prompt.
Built-In Tax Workflows
Start with a workflow designed for the tax task you're performing instead of creating a new prompt from scratch.
Structured Review Process
Tax-specific instructions, checks, and output requirements guide each workflow toward organized professional review.
Tested for Consistency
Workflows are tested and refined as CPA Pilot evolves to support more repeatable, dependable professional processes.
CPA Stays in Control
CPA Pilot organizes the analysis. You review the findings and make the final professional judgment.
- Built for tax professionals
- Structured CPA workflows
- Professional review stays with you
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 |