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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    • Outdated info (last updated November 2023)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 month
    Upgrade 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 month
    Smartest CPA Pilot - With Federal and State Tax Codes
     7 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 month
    Have 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 year
    Save by switching to annual billing!
     
    • CPA Pilot Pro w/ SCACPA Discount

      449.99$
      Every year
       7 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

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    Faster than ChatGPT for Tax Questions when it researches online

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    Reduce Client Inquiries and Requests by up to 50%

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    Sources:
    IRS Form Instructions and Publications

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    IRS Website

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    Federal Tax Code

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    State Tax Code

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    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.

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    Precision Answers: Get the most precise and detailed explanations to intricate tax inquiries based on authoritative sources

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    Advanced Research Capability: Tackle the most complex tax scenarios with our comprehensive research tools.

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    Optimized for Tax Experts: A tool designed specifically to augment the workflow of Tax Accountants.

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    Content Creation Simplified: Easily produce engaging newsletters and social media posts tailored for tax professionals.

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    Tailored Tax Research: Conduct in-depth research on nuanced IRS and Tax Code issues swiftly and effectively.

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    Custom Tax Strategies: Generate bespoke tax plans and strategies that align with individual client needs."

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    Effortless Access to Authoritative Tax Resources: Navigate tax complexities with instant access to official IRS forms, publications, and articles.

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    Streamlined Tax Communication: Craft comprehensive emails addressing intricate tax matters within moments.

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    Expand Your Insights: Benefit from unlimited character responses for a thorough analysis.

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