Say goodbye to the endless &
overwhelming workload!
CPA Pilot is an AI chatbot that helps all tax professionals do tax work at the level of a 20 year pro.
Talk to it like a coworker and it helps you get the job done!
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…
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”.
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“I didn’t like the format of the answers TaxGPT provides. It requires a full year subscription and expensive for my whole team to use.”
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“BlueJ Tax only provides tax research and requires you to keep digging to get the answer. Meant for someone who enjoys doing tax research not for a quick answer.”
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CPA Pilot provides answers quickly, nicely formatted responses without much prompt engineering. It also has chatbots that specialize in your tax software. This allows you to get step by step instructions and automate work by asking CPA Pilot to create import files.
With our usage based plans, you can onboard your entire team for the cost of 1 license of any competitor.
6000+ Happier Clients
“Better and Faster Client Communication “
Higher Preparer Confidence
“Research, Learn and Communicate Faster”
Less Stress
“Automate Hard and Time Consuming Tasks”
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)
- Staff Training
- Tax Software Support and Automation
- Secure Tax Document Upload and Analysis Coming 6/15/25!
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.
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.
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.
Liberty Tax Exclusive Deals!
3-Year Price Guarantee
LT CPA Pilot 20
CPA Pilot personalizes recommendations
$16$20
/Per Month
(Per Member)
- 20 messages/member/month
- Unlimited Devices
- Rollover Messages
- Annual Plan: 240 Messages Upfront
LT CPA Pilot 60
Most popluar plan. Scratching the surface of what CPA Pilot can do.
You want to use CPA Pilot for more than research. From email replies to automating data entry for tax returns.
$39 $49
/Per Month
(Per Member)
- 60 messages/member/month
- Unlimited Devices
- Rollover Messages
- Annual Plan: 720 Messages Upfront
LT CPA Pilot 150
For power users and small teams sharing an account. Yes we are okay with that!
$96$120
/Per Month
(Per Member)
- 150 messages/member/month
- Unlimited Devices
- Rollover Messages
- Annual Plan: 1800 Messages Upfront
LT CPA Pilot Unlimited
Because you don't like restrictions. Meant for 1 user.
$159$199
/Per Month
(Per Member)
- Unlimited messages per member For Power Users
- Limited to 3 Devices
LT CPA Pilot 20
Great for a solo tax practice if you are only using it for tax research. Get 240 messages upfront so you can use them when you want.
$160$200
/Per Year
(Per Member)
- 20 messages/month
- Unlimited Devices
- Rollover Messages
- Annual Plan: 240 Messages Upfront
LT CPA Pilot 60
Great for a solo tax practice if you are only using it for tax research.
Get 240 messages upfront so you can use them when you want.
$429$588
/Per Year
(Per Member)
- 60 messages/month
- Unlimited Devices
- Rollover Messages
- Annual Plan: 720 Messages Upfront
LT CPA Pilot 150
Great for Super Users and teams who want to share an account.
Get 1800 conversations upfront.
$960$1200
/Per Year
(Per Member)
- 150 messages/month
- Unlimited Devices
- Rollover Messages
- Annual Plan: 1800 Messages Upfront
LT CPA Pilot Unlimited
You want to leave CPA Pilot open all day and use it as your right hand and maybe be your nerdy tax best friend that you've been looking for all your life.
$1599$1999
/Per Year
(Per Member)
- Unlimited Messages per member for Power Users
- Limited to 1 user and 3 Devices
About
Made for Tax Pros by Tax Pros
CPA Pilot’s mission is to make the lives of tax professionals easier, happier, and more fulfilling through the use of AI.
From The Founder
“CPA Pilot is personal for me. My father is a tax preparer and has run his tax practice out of our basement since I was 5 years old. Like many accountants, he worked himself into a heart attack at 54. He is 81 now and still working. At 14, seeing my father in the hospital left an imprint on our entire family. My sister became a cardiologist and I became a CPA. I entered the tax profession with the hope of helping my dad slow down and built CPA Pilot for myself. With the amount of time I was saving I had to share it with others in my profession. I released it to the public in October 2023.”
–Harsh Mody
Frequently Asked Questions
Benefits and features
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 BoostClient 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.
What sources does CPA Pilot use?
- IRS Website
- Federal Tax Code
- State Tax Code for all 50 states
- IRS Form Instructions and Publications
- Forms, Instructions and Publications for all 50 states
- 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.
Is CPA Pilot ever wrong?
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 98%.
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.
What state tax codes are included in CPA Pilot?
CPA Pilot has access to the tax code for all 50 states and most of the webpages, documents, forms, instructions and publications for all 50 states and updated on a regular basis.
Does CPA Pilot hallucinate?
All current AI tools using Large Language Models, like ChatGPT hallucinate. We go above and beyond to minimize hallucinations.
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.
Why not use ChatGPT with web browsing instead?
2 very important reasons:
It’s much slower than CPA Pilot. We can provide you an answer in seconds while ChatGPT with web browsing takes minutes.
The sources ChatGPT may use are not necessarily authoritative source. It may pull some info from Nerd Wallet or Forbes. It’s like a doctor using WebMD to diagnose your health issues. We only use authoritative sources like the IRS and the tax code.