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CPA Pilot

Automate tax research, client communication, and marketing for accounting professionals

Monthly Visits: 8.2K
Tiered Subscription
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CPA Pilot

What is CPA Pilot?

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 of CPA Pilot

  1. 1

    5-in-1 Chatbot

    Combines tax research, client emails, marketing, training, and software support

  2. 2

    Authoritative Sources

    Answers verified using IRS codes, state laws, and tax software documentation

  3. 3

    Rollover Messages

    Unused query credits never expire with active subscription

  4. 4

    Team Collaboration

    Share access across unlimited devices for firm-wide use

  5. 5

    GPT-4 Optimization

    Specialized AI model trained on tax-specific datasets

CPA Pilot AI Tool 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

FAQs from CPA Pilot

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.

Pros & Cons of CPA Pilot

Pros (4)

  • 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 (3)

  • Message limits on entry-level plans
  • Limited desktop/mobile apps (web-only)
  • Occasional AI misinterpretations requiring clarification

CPA Pilot's Pricing Plans

CPA Pilot 20

monthly
$20

Features

  • 20 messages/month
  • Unlimited devices
  • Message rollover
  • 7-day trial included

CPA Pilot 60

monthly
$49

Features

  • 60 messages/month
  • Annual plan: 720 messages
  • Team sharing
  • Priority support

CPA Pilot 150

monthly
$99

Features

  • 150 messages/month
  • Annual plan: 1,800 messages
  • Dedicated account manager
  • Advanced analytics

CPA Pilot Unlimited

monthly
$120

Features

  • Unlimited messages
  • 3 device limit
  • Individual use focus
  • Premium source access
For the latest pricing info, please visit the official website

More Info About CPA Pilot

Who is using cpa pilot?

This tool is best for:

  1. Tax Accountants
  2. CPA Firms
  3. Tax Attorneys
  4. Accounting Team Managers

CPA Pilot's Tags

Explore more niche AI tool websites by clicking on a tag* (works only if it has enough tools).

#AIEmailAssistant #AccountingAI#TaxAutomation#CPATool#TaxResearch

Integrate CPA Pilot With These Apps

CPA Pilot can be integrated with these apps and services:

  • Drake
  • Lacerte
  • UltraTax
  • ProSeries
  • ProConnect
  • QuickBooks Online

Website Analytics of CPA Pilot

CPA Pilot Website Traffic & SEO Analysis:

Recent data shows that CPA Pilot has 8.2K monthly visits (22.7% increase from the previous month), 59.0% bounce rate, and average 2.00 pages per visit.
Traffic is primarily driven by 6 different sources, with users from 1 countries worldwide, led by United States contributing 100% of total traffic. SEO performance is shown by 5 tracked keywords, with "cpa pilot" being the top-performing keyword with 40 monthly searches. See below for more info.

Monthly Visits

8.2K

(+22.7%)

Pages per Visit

2.00

Bounce Rate

59.0%

Average Time on Site

41s

Traffic Trend(Apr 2025 - Sep 2025)

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Top Keywords

SEO KeywordVolumeCPC
cpa pilot
40-
cpapilot
90$9.77
pilot bookkeeping
2.0K$31.29
pilot accounting
1.5K$36.34
ai cpa
530$1.85

Traffic Sources Distribution

Traffic Share by Source

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Source Breakdown Details

SourceTraffic Share
Direct
50%
Search
32%
Social
12%
Referrals
4%
Paid Referrals
2%

Global Traffic Distribution

Traffic Share by Country

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Geographic Breakdown Details of top 1 country

Country NameTraffic Share
United States100%
Analytics data is estimated (from third-party analytics providers) and for reference only.

🚀 CPA Pilot Launch Badge

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How to use: Simply copy and paste the embed code into your homepage or footer HTML to display it instantly and build community support.

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