Pricing

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01

CPA Pilot Lite

For Demo Purposes Only – Get a taste of what CPA Pilot can do then upgrade!​

0- 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  • Outdated info (last updated November 2023)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
02

CPA Pilot

For Demo Purposes Only – Get a taste of what CPA Pilot can do then upgrade!​

8.99/mo
  • 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
03

CPA Pilot Pro

For Demo Purposes Only – Get a taste of what CPA Pilot can do then upgrade!​

49.99/mo
  • Uses GPT-4 the best AI available
  • Answers and cites sources from a deeper resource library
  • Free demo and Q&A session to learn best practices
01

CPA Pilot Lite

For Demo Purposes Only – Get a taste of what CPA Pilot can do then upgrade!​

0- 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  • Outdated info (last updated November 2023)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
02

CPA Pilot

For Demo Purposes Only – Get a taste of what CPA Pilot can do then upgrade!​

8.99/mo
  • 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
03

CPA Pilot Pro

For Demo Purposes Only – Get a taste of what CPA Pilot can do then upgrade!​

49.99/mo
  • Uses GPT-4 the best AI available
  • Answers and cites sources from a deeper resource library
  • Free demo and Q&A session to learn best practices
01

CPA Pilot Lite

For Demo Purposes Only – Get a taste of what CPA Pilot can do then upgrade!​

0- 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  • Outdated info (last updated November 2023)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
02

CPA Pilot

For Demo Purposes Only – Get a taste of what CPA Pilot can do then upgrade!​

8.99/mo
  • 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
03

CPA Pilot Pro

For Demo Purposes Only – Get a taste of what CPA Pilot can do then upgrade!​

49.99/mo
  • Uses GPT-4 the best AI available
  • Answers and cites sources from a deeper resource library
  • Free demo and Q&A session to learn best practices
01

CPA Pilot Lite

For Demo Purposes Only – Get a taste of what CPA Pilot can do then upgrade!​

0- 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
02

CPA Pilot

For Demo Purposes Only – Get a taste of what CPA Pilot can do then upgrade!​

8.99/mo
  • 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
03

CPA Pilot Pro

For Demo Purposes Only – Get a taste of what CPA Pilot can do then upgrade!​

49.99/mo
  • Uses GPT-4 the best AI available
  • Answers and cites sources from a deeper resource library
  • Free demo and Q&A session to learn best practices
01

CPA Pilot Lite

For Demo Purposes Only – Get a taste of what CPA Pilot can do then upgrade!​

0- 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
02

CPA Pilot

For Demo Purposes Only – Get a taste of what CPA Pilot can do then upgrade!​

8.99/mo
  • 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
03

CPA Pilot Pro

For Demo Purposes Only – Get a taste of what CPA Pilot can do then upgrade!​

49.99/mo
  • Uses GPT-4 the best AI available
  • Answers and cites sources from a deeper resource library
  • Free demo and Q&A session to learn best practices
01

CPA Pilot Lite

For Demo Purposes Only – Get a taste of what CPA Pilot can do then upgrade!​

0- 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
02

CPA Pilot

For Demo Purposes Only – Get a taste of what CPA Pilot can do then upgrade!​

8.99/mo
  • 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
03

CPA Pilot Pro

For Demo Purposes Only – Get a taste of what CPA Pilot can do then upgrade!​

49.99/mo
  • Uses GPT-4 the best AI available
  • Answers and cites sources from a deeper resource library
  • Free demo and Q&A session to learn best practices
04

CPA Pilot Client Helper

Have CPA Pilot on your website to reduce time consuming client interactions

59.99/mo
  • 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
05

Upgrade – CPA Pilot Pro Annual Plan

Save by switching to annual billing!

499.99/year
  • 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

Plan Comparison

Cpa PilotCpa Pilot ProCustomer Service Bot
Optimized for Tax Practice Clients: More common, easier to understand languageNONOYES
Faster than ChatGPT for Tax Questions when it researches onlineYESYESYES
Reduce Client Inquiries and Requests by up to 50%NONOYES
Sources:
IRS Form Instructions and PublicationsYESYESYES
IRS WebsiteYESYESYES
Federal Tax CodeNOYESNO
State Tax CodeNOYESNO
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.YESYESYES
Precision Answers: Get the most precise and detailed explanations to intricate tax inquiries based on authoritative sourcesYESYESYES
Advanced Research Capability: Tackle the most complex tax scenarios with our comprehensive research tools.NOYESYES
Optimized for Tax Experts: A tool designed specifically to augment the workflow of Tax Accountants.NOYESNO
Content Creation Simplified: Easily produce engaging newsletters and social media posts tailored for tax professionals.NOYESYES
Tailored Tax Research: Conduct in-depth research on nuanced IRS and Tax Code issues swiftly and effectively.NOYESYES
Custom Tax Strategies: Generate bespoke tax plans and strategies that align with individual client needs.NOYESYES
Effortless Access to Authoritative Tax Resources: Navigate tax complexities with instant access to official IRS forms, publications, and articles.NOYESYES
Streamlined Tax Communication: Craft comprehensive emails addressing intricate tax matters within moments.NOYESYES
Expand Your Insights: Benefit from unlimited character responses for a thorough analysis.NOYESYES

Frequently Asked Questions

Why would I want Client Helper on my website?

Having Client Helper as a section on your website allows your clients to ask it questions that they would normally call or email you about. This will save you a lot of time and clients feel like they are getting better service by not having to wait for an answer.Client Helper uses more simplified wording as you would when talking to your clients about taxes. CPA Pilot Pro will use wording that is more technical in nature.