Client Helper

CPA Pilot Pricing

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Choose the plan that’s right for your business. Whether you’re just getting started with email marketing.
Billed Monthly Billed Yearly
Client Helper
$60 $600
Free setup session over Zoom
Have CPA Pilot on your website to reduce time consuming client interactions
No accounting jargon - Speaks to the client using words they understand
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
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Plan Features

  • Optimized for Tax Practice Clients: More common, easier to understand language
  • Faster than ChatGPT for Tax Questions when it researches online.
  • Reduce Client Inquiries and Requests by up to 50%