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CPA Pilot Lite
0$For Demo Purposes Only - Get a taste of what CPA Pilot can do then upgrade!Free Plan- Limited response length
- Limited resources to provide answers
- Outdated info (last updated November 2023)
- Gives you a sense of what CPA Pilot can do
CPA Pilot
8.99$Every monthUpgrade from the free version with smarter and more helpful AI- Free Version uses GPT 3.5. This uses GPT-4 the smartest AI
- Answers and cites sources from IRS Website and more
- See feature comparison table below
- Free demo and Q&A session to learn best practices
- Best Value!
CPA Pilot Pro
49.99$Every monthSmartest CPA Pilot - With Federal and State Tax Codes7 day free trial- Automate tax research, client emails and marketing content
- "Answers are as good as a Tax Attorney"
- Answers and cites sources from a deeper resource library
- Sample questions to help you get started quickly
- Uses GPT-4 the best AI available
CPA Pilot Client Helper
59.99$Every monthHave CPA Pilot on your website to reduce time consuming client interactions- 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
Upgrade - CPA Pilot Pro Annual Plan
499.99$Every yearSave by switching to annual billing!CPA Pilot Pro w/ SCACPA Discount
449.99$Every year7 day free trial- Automate tax research, client emails and marketing content
- "Answers are as good as a Tax Attorney"
- Answers and cites sources from a deeper resource library
- Sample questions to help you get started quickly
- Uses GPT-4 the best AI available
Plan Comparison
CPA Pilot | CPA Pilot Pro | Customer Service Bot | |
---|---|---|---|
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% | ❌ | ❌ | ✔️ |
Sources: | |||
IRS Form Instructions and Publications | ✔️ | ✔️ | ✔️ |
IRS Website | ✔️ | ✔️ | ✔️ |
Federal Tax Code | ❌ | ✔️ | ❌ |
State Tax Code | ❌ | ✔️ | ❌ |
Benefits and Features: | |||
Powered by GPT-4: Leverage the intelligence of GPT-4 for smarter, more insightful tax guidance beyond the basic CPA Pilot offering. | ✔️ | ✔️ | ✔️ |
Precision Answers: Get the most precise and detailed explanations to intricate tax inquiries based on authoritative sources | ✔️ | ✔️ | ✔️ |
Advanced Research Capability: Tackle the most complex tax scenarios with our comprehensive research tools. | ❌ | ✔️ | ✔️ |
Optimized for Tax Experts: A tool designed specifically to augment the workflow of Tax Accountants. | ❌ | ✔️ | ❌ |
Content Creation Simplified: Easily produce engaging newsletters and social media posts tailored for tax professionals. | ❌ | ✔️ | ✔️ |
Tailored Tax Research: Conduct in-depth research on nuanced IRS and Tax Code issues swiftly and effectively. | ❌ | ✔️ | ✔️ |
Custom Tax Strategies: Generate bespoke tax plans and strategies that align with individual client needs." | ❌ | ✔️ | ✔️ |
Effortless Access to Authoritative Tax Resources: Navigate tax complexities with instant access to official IRS forms, publications, and articles. | ❌ | ✔️ | ✔️ |
Streamlined Tax Communication: Craft comprehensive emails addressing intricate tax matters within moments. | ❌ | ✔️ | ✔️ |
Expand Your Insights: Benefit from unlimited character responses for a thorough analysis. | ❌ | ✔️ | ✔️ |
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