Simple, Transparent Pricing
Choose the plan that fits how your firm works. Start a free trial with a card on file.
Which plan is right for me?
Match your workload to the right message tier — every plan includes all AI workflows.
| How you use CPA Pilot | Recommended Plan |
|---|---|
| Light daily use — occasional research and email drafts | CPA Pilot 20 · $29/mo |
| Active daily use — return review, research, client emails | CPA Pilot 60 · $49/mo |
| High-volume season — multiple returns reviewed per day | CPA Pilot 150 · $119/mo |
| Power user or firm — no usage limits, ever | CPA Pilot Unlimited · $199/mo |
Choose Your Plan
All plans include every AI workflow. Pay for messages, not seats — use any workflow, any time.
CPA Pilot 20
Light daily use — research, email drafts, occasional return review.
Billed monthly. Cancel anytime.
- ✓All AI tax workflows
- ✓Upload returns and documents
- ✓Tax return review and summaries
- ✓Client email drafting
- ✓Tax research assistant
- ✓IRS notice analyzer
- ✓Standard support
CPA Pilot 60
Active daily use — the go-to plan for busy solo CPAs and EAs.
Billed monthly. Cancel anytime.
- ✓Everything in CPA Pilot 20
- ✓3× more daily messages
- ✓Extended document analysis
- ✓Advanced tax research queries
- ✓Entity selection analysis
- ✓Year-end planning workflows
- ✓Priority email support
CPA Pilot 150
High-volume season — review multiple returns and handle heavy research loads.
Billed monthly. Cancel anytime.
- ✓Everything in CPA Pilot 60
- ✓150 messages — tax-season ready
- ✓Rollover messages (annual plan)
- ✓Batch return review workflows
- ✓Complex IRS notice research
- ✓Advisory workflow suite
- ✓Priority chat support
CPA Pilot Unlimited
Power users and firms — no caps, no throttles, ever.
Billed monthly. Cancel anytime.
- ✓Everything in CPA Pilot 150
- ✓Unlimited messages — no daily cap
- ✓Highest priority queue access
- ✓All future workflows included
- ✓Early access to new features
- ✓Dedicated support manager
- ✓Onboarding call included
All plans start with a free trial. Credit card required to sign up.
Monthly or Annual — Your Choice
Same workflows, same message limits. Pay month-to-month for flexibility, or pay annually to save 16%.
🗓 Monthly Billing
Ideal for CPAs and EAs with a concentrated tax season workload. Pay only when you need access — no annual commitment required.
- ✓Cancel or pause anytime
- ✓All AI workflows included every month
- ✓Return review, research, and email drafting
- ✓No contracts, no lock-in
- ✓Upgrade or downgrade at any time
- ✓Start as low as $29/mo
📅 Annual Billing
For year-round users — advisory work, IRS notice research, entity planning, and projections don't stop in May. Annual billing saves 16% vs monthly.
- ✓Save 16% vs monthly billing
- ✓Unused daily messages roll over
- ✓All tax season workflows included
- ✓Year-end planning and projection tools
- ✓Entity selection and IRS notice research
- ✓Priority support on all plans
What's Your Time Worth?
CPA Pilot pays for itself quickly. Adjust the sliders to see your personalized ROI.
| If CPA Pilot Saves | At $150/hr | Monthly Value |
|---|---|---|
| 1 hour per week | $150/hr | $600/month |
| 4 hours per week | $150/hr | $2,400/month |
| 8 hours per week | $150/hr | $4,800/month |
Based on 4 working weeks per month at $150/hr. Actual savings vary by firm and workflow usage.
What happens if I cancel?
We make it easy. No lock-in, no hassle.
Try CPA Pilot Free
Start with a free trial and see how much time CPA Pilot saves your firm in the first week.
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