AI Automation Built Around How Your Firm Works
CPA Pilot Studio gives tax practices the automation platform they've needed — with built-in tax AI, firm-level security, and the flexibility to automate anything. Use it yourself or have us build it for you.
Everything a tax practice needs to automate — in one platform
Studio bundles every CPA Pilot AI capability into a workflow engine your firm controls.
Tax Return Data Entry
Upload any 1040, 1120S, 1065, or state return and Studio extracts structured data — names, SSNs, EINs, income, deductions, schedules — and maps it to your tax software fields. Reduce manual entry time by 70–90%.
Tax Planning Workflows
Build planning sequences tailored to your client tiers — year-end projections, entity analysis, Roth conversion modeling. Studio runs the analysis, generates the client-ready report, and sends the draft to your team for review.
Custom Task Builder
Build automation sequences specific to how your firm operates: client onboarding, deadline reminders, document collection, quality review checklists, handoff workflows. No code required — or bring your own scripts if you want full control.
Built-in Tax AI
Every workflow has access to the full CPA Pilot AI layer: tax research, return review, return summary, email drafts, entity selection, and projections. No stitching together separate tools — it's all native inside Studio.
Firm-Level Security
SOC 2-aligned. Client data is never used to train AI models. Role-based access controls let you define who on your team can run, edit, or view each workflow. Audit logs on every automation run. SSO available on the Guided plan.
Integration-Ready
Studio connects to Drake, Lacerte, UltraTax, ProSeries, and most major practice management tools via API or file-based pipelines. Zapier and webhook triggers let you wire Studio into any existing stack without rebuilding your workflows.
Your pace. Your level of involvement.
Studio is designed to flex around your firm — whether you want to build everything yourself or have our team handle setup end-to-end.
Studio — $299/mo
You build. We provide the engine.
Full access to the Studio platform. You design workflows, configure automations, and run everything on your schedule. Best for tech-forward firms and teams with an internal champion.
- Workflow builder with 20+ tax templates
- Tax return data entry automation
- Tax planning + projections workflows
- Full CPA Pilot AI toolkit
- Drake, Lacerte, UltraTax integrations
- 5 team seats · Role-based access
- Audit logs + SOC 2 security
- Dedicated implementation specialist
- Quarterly optimization reviews
Studio Guided — $799/mo
We build it. You run it.
Ideal for firms that want results without the setup overhead. Our implementation team maps your processes, builds your custom automations, and trains your staff — so you're fully automated from day one.
- Everything in Studio
- Dedicated implementation specialist
- Up to 10 custom workflows built for you
- Process mapping + staff training
- Quarterly optimization reviews
- Unlimited team seats
- SSO + priority SLA support
- Compliance documentation on request
Two plans. Zero fluff.
Both plans include a 14-day free trial and full access to the CPA Pilot AI engine.
Studio
Billed monthly · Save 15% annually
- Workflow builder with 20+ tax templates
- Tax return data entry automation
- Tax planning + projections workflows
- Full CPA Pilot AI toolkit
- Drake, Lacerte, UltraTax integrations
- 5 team seats · Role-based access
- Audit logs + SOC 2 security
- Dedicated implementation specialist
- Quarterly optimization reviews
Studio Guided
Billed monthly · Save 15% annually
- Everything in Studio
- Dedicated implementation specialist
- Up to 10 custom workflows built for you
- Process mapping + staff training
- Quarterly optimization reviews
- Unlimited team seats
- SSO + priority SLA support
- Compliance documentation on request
Ready to automate your firm?
Tell us about your practice and a Studio specialist will follow up within 1 business day.
Your firm runs on processes. Let's automate them.
CPA Pilot Studio brings the power of built-in tax AI to every workflow your firm already uses — without changing the way you work.