Built for Tax Professionals,
by Tax Professionals
CPA Pilot is not a generic AI tool. It's a purpose-built AI workspace designed around how CPAs, EAs, and tax firms actually work.
Why CPA Pilot Exists
Tax professionals face a problem that never gets simpler. Returns get more complex every year. Client questions require research that takes hours. Reviews need to catch what could become a penalty. And after filing season ends, there's a full calendar of advisory work, IRS notices, entity decisions, and planning conversations.
Generic AI tools promised to help — but they require constant prompting, produce inconsistent output, and don't understand the structure of a 1040, a workpaper, or a client organizer. You'd spend more time correcting the AI than working the issue.
CPA Pilot was built to solve this differently. Instead of a general-purpose AI that CPAs have to work around, we built a set of specific workflows — return review, research, planning, client communication, projections — and made each one as good as it could be for the actual task a CPA needs to complete.
Hours saved per week
Tax professionals report saving 3–8 hours per week on research, review, and client communication tasks.
Purpose-built for tax work
Every workflow in CPA Pilot was designed around a real tax professional task — not a generic text generation prompt.
Client data stays private
Your client data is never used to train AI models. Enterprise-grade security is standard, not an add-on.
Why CPA Pilot is Not Generic AI
Four pillars that separate purpose-built from general-purpose.
Tax-Trained Workflows
Each CPA Pilot workflow was designed around the real structure of tax work — not generic text generation. The return review workflow understands what to look for. The research workflow knows how to structure an answer a CPA can act on.
CPA Judgment at Center
CPA Pilot is a tool that supports professional judgment — it doesn't replace it. Every output is a starting point for the licensed professional, not a final answer. The CPA stays in control. The AI handles the structured work.
Professional Responsibility Aware
CPA Pilot is built with awareness of CPA professional standards and AICPA guidance. It doesn't make binding determinations. It supports your analysis — and reminds you that professional review is always required.
Secure and Private
Client data is encrypted in transit and at rest. We do not train models on your data. Security is a first-class requirement — not an enterprise upgrade. Enterprise agreements, compliance documentation, and SSO are available.
Our Product Philosophy
Three principles that guide every CPA Pilot feature decision.
Workflow Automation, Not Replacement
CPA Pilot automates the structured, repeatable parts of tax work — generating summaries, drafting replies, formatting research. It doesn't make professional judgments. That's your job. We just make it faster to get there.
CPA Judgment First
Every CPA Pilot output is a professional starting point. We design our outputs to be reviewed, refined, and signed off by you — the licensed professional. CPA Pilot amplifies your expertise; it doesn't attempt to replace it.
Built for the Real Workflow
CPA Pilot is not a demo product. It handles the real, messy complexity of tax work — multi-state returns, S-Corp basis issues, IRC section lookups, and client questions that don't have simple answers. Built for the whole year, not just April.
Security and Professional Responsibility
Built with the requirements of licensed tax professionals in mind from day one.
SOC 2 Aligned
CPA Pilot is built following SOC 2 security principles. Enterprise security documentation available on request.
Data Encryption
All data encrypted in transit (TLS) and at rest (AES-256). Client documents are handled with enterprise-grade security.
No Training on Your Data
Your client data is never used to train AI models. Ever. Your firm's data is yours — not a training resource.
AICPA Standards Aware
CPA Pilot is designed with awareness of CPA professional responsibility standards. Outputs are clearly framed as AI-assisted drafts requiring professional review.
Ready to See It In Action?
Schedule a demo or start your free trial — and see the difference purpose-built AI makes for your firm.