CPA Pilot
Automate tax research, client communication, and marketing for accounting professionals
Target Audience
- Tax Accountants
- CPA Firms
- Tax Attorneys
- Accounting Team Managers
Hashtags
Overview
CPA Pilot is an AI assistant designed specifically for tax professionals. It helps accountants research tax codes, automate client emails, create marketing content, and get instant software support using authoritative sources like IRS publications and state tax codes. The tool uses GPT-4 technology optimized for tax workflows, delivering answers with 95%+ accuracy while saving hours on routine tasks. It's trusted by over 1,000 accounting professionals to handle complex scenarios and improve client satisfaction.
Key Features
5-in-1 Chatbot
Combines tax research, client emails, marketing, training, and software support
Authoritative Sources
Answers verified using IRS codes, state laws, and tax software documentation
Rollover Messages
Unused query credits never expire with active subscription
Team Collaboration
Share access across unlimited devices for firm-wide use
GPT-4 Optimization
Specialized AI model trained on tax-specific datasets
Use Cases
Research multi-state tax codes
Draft complex client emails
Create marketing content in any language
Train staff on tax software
Analyze court case precedents
Pros & Cons
Pros
- 95%+ accuracy rate on tax research questions
- Covers all 50 states' tax codes
- Saves 4+ hours weekly per accountant
- Team-friendly message rollover system
Cons
- Message limits on entry-level plans
- Limited desktop/mobile apps (web-only)
- Occasional AI misinterpretations requiring clarification
Pricing Plans
CPA Pilot 20
monthlyFeatures
- 20 messages/month
- Unlimited devices
- Message rollover
- 7-day trial included
CPA Pilot 60
monthlyFeatures
- 60 messages/month
- Annual plan: 720 messages
- Team sharing
- Priority support
CPA Pilot 150
monthlyFeatures
- 150 messages/month
- Annual plan: 1,800 messages
- Dedicated account manager
- Advanced analytics
CPA Pilot Unlimited
monthlyFeatures
- Unlimited messages
- 3 device limit
- Individual use focus
- Premium source access
Pricing may have changed
For the most up-to-date pricing information, please visit the official website.
Visit websiteFrequently Asked Questions
How accurate is CPA Pilot compared to ChatGPT?
In user testing, CPA Pilot scored 99% on tax professional exams vs ChatGPT's 55%, using verified tax sources instead of general web information.
Can it handle state-specific tax questions?
Yes, covers all 50 states with detailed resources for CA, NY, TX, FL, and 6 other states, including forms and publications.
What happens if I don't use all my monthly messages?
Unused messages roll over indefinitely as long as your subscription remains active, even when upgrading plans.
Integrations
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