CPA Pilot

CPA Pilot is an AI tax assistant built exclusively for CPAs, Enrolled Agents, and tax firms. It helps tax professionals generate more revenue from clients and prepare returns faster by using AI agents to analyze returns, automate data entry, generate tax strategies, and handle client communication. The tool provides authoritative tax research with citations from IRS codes, state tax codes, and tax court rulings. It can extract data from PDFs and financial statements, answer complex tax questions, draft professional client emails, and create marketing content. CPA Pilot integrates with major tax software like Drake, Lacerte, UltraTax, and ProConnect, and works alongside Gmail. Trusted by over 6,000 tax professionals, it saves users an average of 20+ hours per week and enables firms to scale without adding headcount.