AI Email Assistant for CPAs – Streamline Your Client Communication
Your email backlog doesn't have to be endless. Paste any client message and receive a professional, tax-accurate draft response in seconds — ready to review and send.
Tax-context aware · Consistent professional tone · Works for all client scenarios
From client email to polished reply in three steps
No templates to maintain. The AI understands tax context and adapts to every situation.
Paste the Client Email or Message
Copy and paste the client's email, voicemail transcript, or message. You can add context like the client's return type, situation, or any specific points you want addressed.
AI Drafts a Professional Response
CPA Pilot reads the message, understands the tax context, and drafts a clear, professional reply in your firm's voice — accurate, empathetic, and appropriately detailed without being overwhelming.
Review, Edit, and Send
The draft is 80-90% done. Make any adjustments, add specifics only you know, and hit send. What used to take 15 minutes now takes 90 seconds.
Reclaim hours every week from your inbox
Draft Emails in Seconds, Not Minutes
The average tax professional spends 1-2 hours daily on routine client emails. CPA Pilot reduces that to minutes — drafting responses to status updates, document requests, filing questions, and IRS notice explanations instantly.
Consistent Professional Tone
Junior staff, seasonal hires, and partners all send emails with the same quality and tone. CPA Pilot ensures every client receives a polished, professional communication regardless of who's drafting it.
Tax-Accurate Responses
Generic AI assistants give generic tax answers. CPA Pilot is trained on tax professional workflows — it understands the difference between a CP2000 and a CP501, knows when to escalate, and keeps responses factually grounded.
Reduce Your Email Backlog
Tax season email volume can be overwhelming. With AI drafting assistance, you can process your inbox 3-4x faster — reducing response time, improving client satisfaction scores, and reclaiming your evenings.
Handles every type of client email scenario
Tax Filing Status Updates
When clients ask "Where's my refund?" or "Is my return filed yet?" — CPA Pilot drafts a complete, professional status update that sets expectations, provides next steps, and maintains your firm's tone.
Document Request Follow-Ups
Chase missing documents without the awkwardness. AI drafts polite but firm follow-up emails requesting specific missing items — W-2s, 1099s, bank statements — in a way that gets responses.
IRS Notice Explanations
Help clients understand CP notices, audit letters, and collection notices without panicking. AI drafts calm, clear explanations of what the notice means, what action is required, and what your firm will do next.
Tax Law Change Summaries
When tax law changes affect your clients — new deduction limits, rate changes, credit modifications — AI drafts personalized advisory emails explaining the impact in plain language each client can understand.
What the AI drafts for you
Hi [Client Name],
Thank you for forwarding the IRS notice — I've reviewed it and want to reassure you: this is a CP2000 notice, which is a proposed change, not a final bill. You have 60 days to respond before anything is due.
The IRS is proposing $4,200 in additional tax because income reported on your 1099-B from [Broker] wasn't included on your return. We're reviewing the details now to determine if their calculation is correct or if there are offsetting deductions they haven't accounted for.
We will handle the response on your behalf. I'll be in touch by [Date] with our recommended course of action.
More communication tools for your firm
AI Tax Return Summary
Attach a polished return summary to every client email — generated in seconds.
Explore workflow →Tax Research Assistant
Research IRS changes and get structured output to include in client advisories.
Explore workflow →Client Tax Organizer
Turn prior-year returns into personalized document request checklists for clients.
Explore workflow →Clear your inbox faster than ever
Draft professional, tax-accurate client emails in seconds — not minutes.
Draft Emails in Seconds