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What is CPA Pilot?

CPA Pilot is an AI-powered assistant built specifically for tax professionals. It streamlines complex tax research, automates client communication, creates marketing content, and supports staff training—helping you save time, reduce stress, and grow your practice effortlessly.

Features

Time Efficiency

Automate repetitive tasks like client emails, tax research, and marketing, saving hours every week to focus on high-value work.

AI-Powered Accuracy

Leverage cutting-edge AI with up to 95% accuracy, ensuring reliable tax insights and professional communication.

Enhanced Client Communication

Respond to client queries in minutes with precise, professional answers, improving response times and client satisfaction.

Staff Training Made Easy

Provide instant training on tax topics and software, helping your team stay informed and productive without external resources.

Marketing Automation

Effortlessly create niche-targeted marketing content to attract and retain the right clients for your practice.

Scalable Solutions

Whether you're a solo practitioner or managing a growing team, CPA Pilot scales to meet your needs without extra effort.

How to Use CPA Pilot

CPA Pilot is designed to make your life easier as a tax professional. Here's how to get started:

1. Sign up for a free trial or purchase a plan that suits your needs.

2. Access the platform and start using CPA Pilot for tax research, client communication, marketing, and staff training.

3. Get instant answers to your tax questions with CPA Pilot's AI-powered accuracy.

4. Automate repetitive tasks and focus on high-value work.

5. Scale your practice with CPA Pilot's scalable solutions.

Pricing

CPA Pilot offers various pricing plans to suit your needs:

Monthly Plans

• CPA Pilot 20: $19/month (20 messages/month)
• CPA Pilot 60: $49/month (60 messages/month)
• CPA Pilot 150: $119/month (150 messages/month)
• CPA Pilot Unlimited: $199/month (unlimited messages)

Yearly Plans

• CPA Pilot 20: $200/year (240 messages upfront)
• CPA Pilot 60: $499/year (720 messages upfront)
• CPA Pilot 150: $1428/year (1800 messages upfront)
• CPA Pilot Unlimited: $1999/year (unlimited messages)

Helpful Tips

• Use CPA Pilot for tax research: Get instant answers to your tax questions with CPA Pilot's AI-powered accuracy.

• Automate client communication: Respond to client queries in minutes with precise, professional answers.

• Create marketing content: Effortlessly create niche-targeted marketing content to attract and retain the right clients for your practice.

• Train your staff: Provide instant training on tax topics and software, helping your team stay informed and productive without external resources.

Frequently Asked Questions

What sources does CPA Pilot use?

CPA Pilot uses authoritative sources such as the IRS website, federal tax code, state tax code for all 50 states, IRS form instructions and publications, and more.

Is CPA Pilot ever wrong?

While CPA Pilot strives to provide accurate answers, it's not perfect. If you encounter an error, please email us at support@cpapilot.com so we can add the appropriate source.

What state tax codes are included in CPA Pilot?

CPA Pilot has access to the tax code for all 50 states and most of the webpages, documents, forms, instructions, and publications for all 50 states, updated on a regular basis.