CPA Pilot: The AI Tax Assistant for CPAs and Tax Professionals

CPA Pilot is an AI tax assistant designed exclusively for CPAs, Enrolled Agents, and U.S. tax firms, aiming to make tax professionals' lives easier, more productive, and more fulfilling through intelligent automation. Built with GPT-5 and GPT-4o fine-tuned for tax expertise, it delivers accurate, citation-backed answers using authoritative sources like IRS codes, state tax regulations, and tax software documentation. The tool streamlines tax research, client email drafting, tax projections, and workflow processes while enabling seamless integration with leading tax software such as Drake, Lacerte, UltraTax, ProConnect, and QuickBooks Online.

Key Features:

• AI-Powered Tax Research: Provides accurate, verifiable answers to complex tax questions with full citations from IRS and state tax codes.
• Client Communication Automation: Drafts client emails, responds to IRS notices, and manages client interactions via AI chatbot.
• Workflow & Process Automation: Automates tax planning, compliance, and staff training tasks to save time and reduce stress.
• Tax Software Integration: Seamlessly connects with Drake, Lacerte, UltraTax, ProConnect, and QuickBooks Online.
• Content Creation & Marketing: Supports tax content creation and marketing automation for client engagement.
• Team Collaboration: Allows team sharing on most plans, with unlimited device access.
• Usage-Based Messaging Plans: Offers flexible monthly and annual plans with message bundles (20, 60, 150, or unlimited messages) and rollover credits.
• 24/7 Availability: Accessible around the clock for real-time support.
• Data Security & Compliance: Encrypts data and is building toward SOC-2 compliance.

Pricing: CPA Pilot offers a freemium model with a 7-day free trial including 20 messages. Plans start at $19/month (CPA Pilot 20) and go up to $199/month (CPA Pilot Unlimited). Annual plans are available with upfront message bundles, and unused messages roll over. A 7-day money-back guarantee ensures risk-free testing.

Conclusion: CPA Pilot is a powerful, purpose-built AI assistant that empowers tax professionals to work smarter, not harder. With its deep domain expertise, robust integrations, and focus on security and productivity, it stands out as an essential tool for modern tax firms looking to elevate their service delivery and operational efficiency.