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CPA Pilot > kk-testing

Turbocharge Your Tax Practice
with AI-Powered Automation

CPA Pilot helps tax professionals save time, automate tasks, and grow their practice effortlessly. Join 1,000+ accountants transforming their workflow with AI-powered precision.

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5+ Hours Saved Per Week | 2X Faster Client Communication

Julie, UT

I’m using CPA Pilot to ensure payroll and 1099 compliance.

Mike, NY

I’ve tested CPA Pilot with 15-20 questions and it’s been spot on.

Claire, MI

This is great! It’s much more accurate than the other chat tools.

Randall, NY

Thanks for building this! It’s been much needed

Forrest, NY

Client Helper will reduce client requests by 50%

Anil, CA

CPA Pilot is amazing!

Steve, NJ

I will talk to anybody to vouch for the quality of CPA Pilot

Eduard, IL

At this price this is a no brainer

Larry, WA

I’m going to be a customer for life…

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What is CPA Pilot?

CPA Pilot is an AI-powered assistant built specifically for tax professionals. It streamlines complex tax research, automates client communication, creates marketing content, and supports staff training—helping you save time, reduce stress, and grow your practice effortlessly. Whether you’re responding to clients, managing your workload, or attracting new business, CPA Pilot makes it easy to work smarter, not harder.

US VS Them

CPA Pilot is better than ChatGPT for tax accountants and provides answers“as good as a tax attorney“

Feature/Aspect
CPA Pilot
ChatGPT (General)
FlyFin
TaxGPT
ZeroTax AI
Taxly.ai
TruePrep
Blue J Tax
AI Model
OpenAI GPT-4.0 (Focused on tax firm tasks)
OpenAI GPT-4.0 (General model)
OpenAI (deduction-focused)
Llama
Llama
Unknown (deduction-focused)
OpenAI and Claude
Unknown
Target Audience
Tax Firms from Solo to National
General-purpose users
Freelancers, self-employed individuals
Individuals, businesses, professionals
General taxpayers
Self-employed, small businesses
Tax firms, CPAs
Tax professionals, legal experts
Tax Research Accuracy
95%+ (authoritative sources)
Moderate (open-web search)
Limited (deduction-focused)
Moderate (general tax tasks)
Limited
Moderate (deduction-focused)
High
High (90% predictive accuracy)
Client Communication Automation
Yes (customized email responses)
No (manual responses)
No
No
No
No
Yes
Yes
Marketing Content Creation
Yes
No
No
No
No
No
No
No
Staff Training Support
Yes
No
No
No
No
No
No
No
Team Collaboration Tools
Yes
No
No
No
No
No
No
Yes
State-Level Tax Resources
Yes (authoritative and up-to-date)
No (internet-reliant)
No
Limited
No
No
Yes
Yes
Federal Tax Code Access
Yes (real-time authoritative updates)
No (open-web reliance)
Limited
Limited
Limited
Limited
Yes
Yes
Access to Court Cases/Precedents
Yes
No
No
No
No
No
Yes
Yes
Pricing
$20 (20 messages)/$49 (60 messages)/$99 (150 messages)/$120 (unlimited)
$20/month (Pro plan)
$7–$30
~$999/year
Freemium (specific pricing unavailable)
Varies
$80–$99/user/month
$2,495/year per license
Free Trial
Yes (7-day)
No
Yes (7-day)
Not specified
Yes
Yes
Yes
Not specified

6000+

Tax Professionals

200,000+

Questions Answered

Partnerships with Industry Leading Organizations

EAs, CPAs and Tax Attorneys love us as much as we love them. See why:

5 Experts in 1 Chatbot

  • Tax Research & Strategy
  • Client Communications (emails)
  • Marketing (in any language)
    Training
  • Tax Software Support

People trust us

Trusted by majority of Accountants to be their AI Tax Assistant

Bill Opaska

Jan 24, 2024

AI for the small practitioner CPA & EA Firm

CPA Pilot has made our small CPA – EA better by providing information vital to our clients at our finger tips. We are able to draft instructional letters and emails just by asking questions. The time we are saving is enormous. This is definitely what the small practitioner needs.

Daniel Skipworth

Jan 25, 2024

CPA Pilot is invaluable!! 💣⚡🚀

CPA pilot has been an invaluable tool in helping jumpstart various projects and a quick reference tool available on the fly during a call.

TJ

Jan 24, 2024

We have saved some much time

We have saved some much time. We are so thankful for CPA Pilot!! Thank you.

Sheila

Jan 24, 2024

Best program ever!!

Best program ever!!! I don’t know how I ever lived without it.

Features

Why choose CPA Pilot?

Time Efficiency

Automate repetitive tasks like client emails, tax research, and marketing, saving hours every week to focus on high-value work.

AI-Powered Accuracy

Leverage cutting-edge AI with up to 95% accuracy, ensuring reliable tax insights and professional communication.

Enhanced Client Communication

Respond to client queries in minutes with precise, professional answers, improving response times and client satisfaction.

Staff Training Made Easy

Provide instant training on tax topics and software, helping your team stay informed and productive without external resources.

Marketing Automation

Effortlessly create niche-targeted marketing content to attract and retain the right clients for your practice.

Scalable Solutions

Whether you're a solo practitioner or managing a growing team, CPA Pilot scales to meet your needs without extra effort.

Designed for the Seasonal Tax Business

Plans start at just $20/month/user with rollover messages and annual plan perks to keep your costs low year-round. For just $499/year, you are given 720 messages with CPA Pilot 60 to use them whenever you’d like and share with your entire team. All message based plans also accrue unused messages month to month and never expire as long as you have an active subscription.

CPA Pilot 20

CPA Pilot personalizes recommendations

$20/Per Month

  • 20 messages/month
  • 7-Day Free Trial with 20 messages
  • Unlimited Devices
  • Rollover Messages
  • Annual Plan: 240 Messages Upfront
Purchase Now

CPA Pilot 60

Advanced CPA Pilot, priority analytics dashboard

$49/Per Month

  • 60 messages/month
  • 7-Day Free Trial with 20 messages
  • Unlimited Devices
  • Rollover Messages
  • Annual Plan: 720 Messages Upfront
Purchase Now

CPA Pilot 150

Custom CPA Pilot, advanced analytics, dedicated account

$99/Per Month

  • 150 messages/month
  • 7-Day Free Trial with 20 messages
  • Unlimited Devices
  • Rollover Messages
  • Annual Plan: 1800 Messages Upfront
Purchase Now

CPA Pilot Unlimited

Custom CPA Pilot, advanced analytics, dedicated account

$120/Per Month

  • Unlimited messages For Power Users
  • 7-Day Free Trial with 20 messages
  • Limited to 3 Devices
Purchase Now

Pay As You Go

Great for teams Pay only for what you use.

Contact Us

CPA Pilot 20

CPA Pilot personalizes recommendations

$200$240

/Per Year

  • 20 messages/month
  • 7-Day Free Trial with 20 messages
  • Unlimited Devices
  • Rollover Messages
  • Annual Plan: 240 Messages Upfront
Purchase Now

CPA Pilot 60

Advanced CPA Pilot, priority analytics dashboard

$499$588

/Per Year

  • 60 messages/month
  • 7-Day Free Trial with 20 messages
  • Unlimited Devices
  • Rollover Messages
  • Annual Plan: 720 Messages Upfront
Purchase Now

CPA Pilot 150

Custom CPA Pilot, advanced analytics, dedicated account

$999$1188

/Per Year

  • 150 messages/month
  • 7-Day Free Trial with 20 messages
  • Unlimited Devices
  • Rollover Messages
  • Annual Plan: 1800 Messages Upfront
Purchase Now

CPA Pilot Unlimited

Custom CPA Pilot, advanced analytics, dedicated account

$1200$1188

/Per Year

  • 150 messages/month
  • 7-Day Free Trial with 20 messages
  • Limited to 3 Devices
Purchase Now

Pay As You Go

Great for teams Pay only for what you use.

Contact Us

Frequently Asked Questions

Here’s why you need it:

  • Do work in seconds that used to take hours
    Navigate tax complexities with instant access to IRS and State forms, publications, articles, and tax code. We cite the sources used in each answer so you can have greater confidence in the answer and verify it more easily.

  • Instant Technical Support
    Get immediate help with your tax software from CPA Pilot instead of calling customer support or spending hours looking for the answer online.

  • Powered by GPT-4o
    Leverages the smartest AI, for the most insightful tax guidance beyond basic offerings.

  • Outperform ChatGPT for Tax Professionals
    When tested by users CPA Pilot got 99% and ChatGPT got 55% answer correct.

  • Tailored for Tax Experts
    Tackle complex scenarios, conduct nuanced research, and generate custom tax strategies. Save Time and Boost

  • Client Satisfaction
    Automate time-consuming tasks like tax research, client communication, and content creation.

  • Streamline Client Communication
    Craft detailed emails and explanations in moments, enhancing client satisfaction.

  • Boost Your Marketing
    Easily create engaging newsletters and social media content for your tax practice.

  • Available 24/7
    Get instant answers and assistance whenever you need it.

  • IRS Website
  • Federal Tax Code
  • State Tax Code for all 50 states
  • IRS Form Instructions and Publications
  • Forms, Instructions and Publications for:
    • CA
    • TX
    • NY
    • NJ
    • PA
    • MD
    • DC
    • FL
  • Support Documentation for:
    • Drake
    • Lacerte
    • UltraTax
    • ProSeries
    • ProConnect
    • QuickBooks Online

For instant access to technical support so you don’t have to search online or call customer support.

All current AI tools using Large Language Models, like ChatGPT hallucinate meaning they will get answers wrong sometimes. Even the best AI have a high error rate. We go above and beyond to minimize these errors.

A user of CPA Pilot tested CPA Pilot and ChatGPT on questions from a CPE course. ChatGPT got 55% correct and CPA Pilot got 99%.

We tell our AI to only rely on authoritative information to provide you the best possible answer.

On rare occasion, CPA Pilot 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 [email protected] so we can add the appropriate source.
  • CPA Pilot misunderstood your questions or request. In this case you can clarify your question or tell it the answer is wrong.
  • CPA Pilot may pull some information from the incorrect year. You will see the source documents are from a different year. You can tell it to pull information from the year related to the situation you are investigating.
  • CPA Pilot sometimes has trouble pulling numbers from documents. We are working to make this better. It is much better at helping you interpret rules than it is for looking deduction amount limits.

CPA Pilot has access to the tax code for all 50 states and most of the webpages, documents, forms, instructions and publications for CA, NY, NJ, PA, MD, DC, FL, TX and IL. We are adding resources to make your job easier on a regular basis.