Pricing Plans

Start Automating Now

Choose the plan that’s right for your business. Whether you’re just getting started with email marketing.

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
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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
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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
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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)
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Looking for Team Plans?

Contact Us to get a customized solution for your team.

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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
Purchase Now

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
Purchase Now

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
Purchase Now

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)
Purchase Now

Looking for Team Plans?

Contact Us to get a customized solution for your team.

Contact Us
  • Try risk-free! If you’re not satisfied, get a full refund within the first 7 days.
  • Only answers from vetted authoritative sources. Answers include the sources used to answer your questions
  • Uses GPT-4o the best AI available
  • Includes support documentation for most tax software for instant tech support answers

Plan Features

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.

Revolutionize Your Tax Practice with CPA Pilot

Save 5+ Hours Per Week and Boost RevenueCPA Pilot is the AI-powered tax assistant trusted by over 1,000 accountants. Here’s why you need it:

  • Effortless Access to Authoritative Tax Resources
    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.