Get Hours of Tax Work Back Every Week
CPA Pilot gives tax professionals ready-to-use AI workflows for tax research, return review, client emails, tax planning, notices, organizers, and more.
No prompt engineering · No complicated setup · Cancel anytime
See What CPA Pilot Can Take Off Your Plate
Don't explore another AI tool. Give CPA Pilot a few pieces of real tax work you would normally handle yourself and see how much time you get back.
Start the Challenge →One AI Assistant. The Jobs You Already Do.
CPA Pilot is built around professional tax tasks, not a blank chatbot.
Tax Research
Research federal and state tax questions with supporting authorities and citations.
Return Review
Flag potential issues, inconsistencies, risks, and planning opportunities before sign-off.
Return Summaries
Turn completed individual and business returns into clear client-ready summaries.
Client Emails
Draft professional responses from client questions, facts, and supporting documents.
Tax Planning
Analyze strategies, model scenarios, and generate structured planning recommendations.
IRS Notices
Understand notices, research the issue, identify next steps, and prepare response drafts.
Organizers
Create targeted document requests and client questions from prior-year tax information.
Data Preparation
Extract, organize, and map information for the next step in your tax preparation process.
You Don't Need to Learn How to Use AI
Generic AI starts with a blank box. CPA Pilot starts with the job you need to complete.
Figure out the process yourself
Choose the job. CPA Pilot knows the process.
Start Using CPA Pilot Today
There is no implementation project. Sign up, choose a workflow, and complete your first real tax task.
What's Your Time Worth?
See what a few recovered hours could mean for your practice.
Based on 4 working weeks per month. Actual savings vary by task, firm, workflow, and usage.
Choose Your Plan
All plans include every AI workflow. Pay for messages, not seats — use any workflow, any time.
CPA Pilot Starter
Light daily use — research, email drafts, occasional return review.
Billed monthly. Cancel anytime.
- ✓7-day free trial with 20 messages
- ✓All AI tax workflows
- ✓Upload returns and documents
- ✓Tax return review and summaries
- ✓Client email drafting
- ✓Tax research assistant
- ✓IRS notice analyzer
- ✓Unlimited devices
- ✓Rollover messages
- ✓Annual plan: 240 messages upfront
- ✓Standard support
CPA Pilot Pro
Active daily use — the go-to plan for busy solo CPAs and EAs.
Billed monthly. Cancel anytime.
- ✓7-day free trial with 20 messages
- ✓Everything in CPA Pilot 20
- ✓3× more daily messages
- ✓Extended document analysis
- ✓Advanced tax research queries
- ✓Entity selection analysis
- ✓Year-end planning workflows
- ✓Unlimited devices
- ✓Rollover messages
- ✓Annual plan: 720 messages upfront
- ✓Priority email support
CPA Pilot Partner
High-volume season — review multiple returns and handle heavy research loads.
Billed monthly. Cancel anytime.
- ✓7-day free trial with 20 messages
- ✓Everything in CPA Pilot 60
- ✓150 messages — tax-season ready
- ✓Unlimited devices
- ✓Rollover messages (annual plan)
- ✓Annual plan: 1,800 messages upfront
- ✓Batch return review workflows
- ✓Complex IRS notice research
- ✓Advisory workflow suite
- ✓Priority chat support
All plans start with a free trial. Credit card required to sign up.
Proof Before Promises
CPA Pilot already has real usage at scale. The next layer is showing more measured before-and-after outcomes.
tax professionals have used CPA Pilot.
questions answered through the platform.
purpose-built workflows for professional tax work.
Start With Work Already Sitting on Your Desk
Don't spend your trial exploring buttons. Complete a real piece of tax work.
Upload a completed return and identify issues, inconsistencies, and planning opportunities.
Ask the tax question you are already trying to answer and receive supporting sources.
Upload an IRS notice and determine what happened, what matters, and what to do next.
Turn the issue and supporting facts into a professional client-ready response draft.
What Could You Do With a Few Extra Hours Every Week?
Take on more clients. Spend more time on advisory work. Turn returns around faster. Reduce work after hours. Or simply get some time back.
Start Your 7-Day Free Trial →7 days free · Cancel anytime · No implementation required