CPA Pilot Pricing
Flexible Pricing for Every Tax Practice
Whether you’re a solo CPA, an enrolled agent, or managing a full tax team, CPA Pilot offers flexible plans to match your seasonal workload. Starting at just $19/month, you’ll get rollover messages, team sharing, and AI-powered tax automation that pays for itself in hours saved. Choose monthly or annual plans and scale seamlessly as your firm grows.
👉 Get Started Below — Free Trial Available
CPA Pilot 20
Dip your toe into the water and see how much better your firm is with CPA Pilot
$19/Per Month
- 20 messages/month
- 7-Day Free Trial with 20 messages
- Unlimited Devices
- Rollover Messages
- Annual Plan: 240 Messages Upfront
CPA Pilot 60
Most popluar plan. Scratching the surface of what CPA Pilot can do.
You want to use CPA Pilot to for more than research. From email replies to automating data entry for tax returns.
$49/Per Month
- 60 messages/month
- 7-Day Free Trial with 20 messages
- Unlimited Devices
- Rollover Messages
- Annual Plan: 720 Messages Upfront
CPA Pilot 150
For power users and small teams sharing an account. Yes we are okay with that!
$119/Per Month
- 150 messages/month
- 7-Day Free Trial with 20 messages
- Unlimited Devices
- Rollover Messages
- Annual Plan: 1800 Messages Upfront
CPA Pilot Unlimited
Because you don't like restrictions. Meant for 1 user.
$199/Per Month
- Unlimited messages For Power Users
- 7-Day Free Trial with 20 messages
- Limited to 1 user and 3 Devices (No account sharing)
Need a Plan for Your Entire Team?
CPA Pilot scales with your firm. Get a customized plan designed for CPAs, EAs, and tax teams who need more seats, more messages, and dedicated support.
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.
$200$240
/Per Year
- 20 messages/month
- 7-Day Free Trial with 20 messages
- Unlimited Devices
- Rollover Messages
- Annual Plan: 240 Messages Upfront
CPA Pilot 60
Get 720 messages upfront and use CPA Pilot to automate daily tasks from email replies to tax return data entry
$499$588
/Per Year
- 60 messages/month
- 7-Day Free Trial with 20 messages
- Unlimited Devices
- Rollover Messages
- Annual Plan: 720 Messages Upfront
CPA Pilot 150
Great for Super Users and teams who want to share an account.
Get 1800 conversations upfront.
$1199$1428
/Per Year
- 150 messages/month
- 7-Day Free Trial with 20 messages
- Unlimited Devices
- Rollover Messages
- Annual Plan: 1800 Messages Upfront
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.
$1999$2388
/Per Year
- Unlimited Messages for Power Users
- 7-Day Free Trial with 20 messages
- Limited to 1 user and 3 Devices (No account sharing)
- 7-Day Risk-Free Trial — If you’re not satisfied, get a full refund.
- Authoritative Answers Only — Every response cites vetted sources like the IRS, federal tax code, and state tax publications.
- Powered by GPT-5, 4o — The most advanced AI available, fine-tuned for tax professionals.
- Includes Seamless Software Support — Includes instant documentation for leading tax software like Drake, Lacerte, UltraTax, ProConnect, and QuickBooks Online.documentation for most tax software for instant tech support answers
Pricing FAQs
How much does CPA Pilot cost per month?
CPA Pilot’s plans start at just $19 per month per user, making it one of the most affordable AI tax planning tools for CPAs, EAs, and tax firms. Flexible monthly and annual plans are available so you can choose what fits your practice best.
Do unused messages roll over to the next month or year?
Yes. All unused messages roll over from month to month or year to year as long as your subscription is active. You’ll never lose credits, making CPA Pilot especially cost-effective for seasonal tax practices.
Can I share a plan with my entire team?
Absolutely. CPA Pilot offers team-friendly plans that allow you to share messages and credits across your staff. With usage-based pricing, you can onboard your entire team for the cost of a single competitor license.
Is there a free trial or money-back guarantee?
Yes. You can try CPA Pilot risk-free. If you’re not satisfied, we offer a 7-day money-back guarantee on all plans — no questions asked.
How does CPA Pilot’s pricing compare to competitors like TaxGPT or Blue J Tax?
CPA Pilot is significantly more cost-effective. While competitors like TaxGPT require expensive annual subscriptions and Blue J Tax limits its value to research-only workflows, CPA Pilot combines tax planning, client communication, staff training, and marketing automation in one affordable Ai Tax planning platform. With team sharing and rollover credits, you get more value for less.
Is CPA Pilot available 24/7?
Yes. CPA Pilot is available 24/7, so you can get answers, generate content, or troubleshoot your tax software any time — even during late-night tax season crunches.
What happens if I run out of questions or messages before my renewal?
You can easily purchase additional message packs at any time. And since unused messages roll over with active subscriptions, you’ll never lose what you’ve already paid for.
Does CPA Pilot cover both IRS and all 50 state tax codes?
Yes. CPA Pilot provides instant access to the IRS website, federal tax code, and tax codes for all 50 states. It also includes state forms, instructions, and publications — updated regularly — so you can work with confidence across any jurisdiction.
Is CPA Pilot secure for client tax data?
Yes. CPA Pilot is built with data security and compliance in mind. All interactions are encrypted, and sensitive information is never shared outside your private workspace. The platform is building toward SOC-2 compliance to meet the highest standards of data protection for tax professionals.