CPA Pilot

The #1 AI Tax Assistant Built For CPAs & Tax Firms - Work 10X Faster Use AI automation to streamline 1040 tax planning and research, automate emails and client workflows to improve client relationships & uncover tax-saving strategies. CPA Pilot is a Research-first AI Tax Associate with verifiable data, built For Scalability & Accuracy. Save hours and deliver smarter with AI Tax Copilot built specifically for U.S. tax practices. get started Start Free Trial Now 10+ Hours Saved Per Week | 3X More Client Communication ► Trusted AI Copilot for 6,000+ Tax Professionals — CPAs, EAs & Advisors Nationwide Join the growing number of accounting firms relying on CPA Pilot: The #1 AI-powered Tax Associate built for trust, compliance, and real-world results. See how top accountants and tax advisors use CPA Pilot to prepare returns and streamline the entire tax filing experience. Anil, CACPA Pilot is amazing! Steve, NJI will talk to anybody to vouch for the quality of CPA Pilot Eduard, ILAt this price this is a no brainer Larry, WAI’m going to be a customer for life… Julie, UTI’m using CPA Pilot to ensure payroll and 1099 compliance. Mike, NYI’ve tested CPA Pilot with 15-20 questions and it’s been spot on. Claire, MIThis is great! It’s much more accurate than the other chat tools. Randall, NYThanks for building this! It’s been much needed Forrest, NYClient Helper will reduce client requests by 50% Anil, CACPA Pilot is amazing! Steve, NJI will talk to anybody to vouch for the quality of CPA Pilot Eduard, ILAt this price this is a no brainer Larry, WAI’m going to be a customer for life… Julie, UTI’m using CPA Pilot to ensure payroll and 1099 compliance. Mike, NYI’ve tested CPA Pilot with 15-20 questions and it’s been spot on. Claire, MIThis is great! It’s much more accurate than the other chat tools. Randall, NYThanks for building this! It’s been much needed ‹› What is CPA Pilot?CPA Pilot is an AI tax assistant built exclusively for CPAs, Enrolled Agents, and U.S. tax firms. More than just software, it acts like a digital, online tax advisor — automating tax research, tax projections, drafting client emails, generating marketing content, and onboarding new staff.Whether you’re planning complex tax scenarios, fielding client questions, or scaling your practice, CPA Pilot makes ai tax preparation faster, smarter, and stress-free — so you can focus on what matters most. CPA Pilot Vs Top AI Tax Planning Tools Smarter than ChatGPT. Faster than Blue J. More affordable than TaxGPT.~“CPA Pilot is an AI copilot for tax professionals — smarter than generic AI tools like ChatGPT and more practical than research-only platforms like BlueJ. Here’s how we stack up against common tax planning tool alternatives: CPA Pilot 🆚 ChatGPT / TaxGPT:“I didn’t like the format of the answers TaxGPT provides. It requires a full-year subscription and is expensive for my whole team to use.”CPA Pilot gives you tax-accurate answers — cleanly formatted, sourced, and ready to share with clients. No prompt engineering needed. And now offers more than just tax research. CPA Pilot 🆚 Blue J Tax:“BlueJ Tax only provides tax research and requires you to keep digging to get the answer. Meant for someone who enjoys doing tax research, not for a quick answer.”With CPA Pilot, you get step-by-step guidance, chatbot-powered software instructions, and automation tools to generate import files — all in seconds. 💰 How is CPA Pilot More Affordable Than Other AI Tax Tools? Our usage-based pricing means your entire team can access CPA Pilot for less than the cost of one license from most competitors. 6000+Tax Professionals, CPAs & Enrolled Agents 200,000+Questions Answered Trusted by CPAs, Tax Attorneys & Tax Firms in The U.S Why Tax Professionals Choose CPA Pilot — The Agentic AI Assistant? → AI for Tax Research and StrategyInstantly cite IRS codes, draft memos, and answer complex tax questions.→ AI Chatbot for Tax ProfessionalsAutomate client emails with professional, IRS-cited replies.→ Agentic AI for Complex Tax TasksCreate a tax plan or tax return summary in seconds.→ AI for Tax Content CreationGenerate niche marketing content and social media posts. Join 6,000+ Tax Pros Who Use CPA Pilot Join the growing number of tax professionals using CPA Pilot — built for trust, compliance, and results. Bill OpaskaJan 24, 2024 AI for the small practitioner CPA & EA FirmCPA Pilot has made our small CPA – EA better by providing information vital to our clients at our finger tips. We are able to draft instructional letters and emails just by asking questions. The time we are saving is enormous. This is definitely what the small practitioner needs. Daniel SkipworthJan 25, 2024 CPA Pilot is invaluable!! 💣⚡🚀CPA pilot has been an invaluable tool in helping jumpstart various projects and a quick reference tool available on the fly during a call. TJJan 24, 2024 We have saved some much timeWe have saved some much time. We are so thankful for CPA Pilot!! Thank you. SheilaJan 24, 2024 Best program ever!!Best program ever!!! I don’t know how I ever lived without it. Features AI for Tax Professionals - Real Use Cases That Save Hours AI for Tax Research & PlanningDeliver accurate, citation-backed answers to federal and state tax questions using IRS publications, court rulings, and state codes. AI for Tax ProjectionsRun detailed what-if scenarios and generate client-ready summaries using U.S. tax strategy logic and real-time code interpretation. AI for Tax Preparation & ReviewConvert P&Ls and source docs into structured data, flag inconsistencies, and generate import-ready files for major tax software. AI Chatbot for Client CommunicationDraft professional, IRS-aligned replies to client emails instantly — from extensions to status updates — in plain, shareable language. AI for IRS Notice Responses & ComplianceGenerate compliant responses to CP2000s, CP2501s, and other IRS notices with clear explanations and citations to IRS source material. AI for Tax Content & Marketing AutomationCreate SEO-optimized newsletters, LinkedIn posts, and blog content tailored for U.S. tax firms looking to attract and retain ideal clients. Designed for the Seasonal Demands of Tax Practices Every plan includes access to CPA Pilot – your AI copilot for tax preparation, client emails, IRS notice responses, and staff training.Perfect for solo CPAs and larger teams. Monthly Plans from just $20/month. Includes rollover messages, so you don’t lose what you don’t use as long as you have an active subscription.Built for seasonality – Get all your messages upfront — use them anytime, share with your entire team, and enjoy the lowest effective cost per message.Built for sharing – Account sharing is allowed with all plans except the unlimited plan. Upgrade or Downgrade as usage changes.No annual commitment required. Monthly Yearly CPA Pilot 20 Dip your toe into the water and see how much better your firm is with CPA Pilot $19/Per Month 20 messages/month 7-Day Free Trial with 20 messages Unlimited Devices Rollover Messages Annual Plan: 240 Messages Upfront Purchase Now Most Popular CPA Pilot 60 Most popluar plan. Scratching the surface of what CPA Pilot can do.You want to use CPA Pilot to for more than research. From email replies and tax plans to automating data entry for tax returns. $49/Per Month 60 messages/month 7-Day Free Trial with 20 messages Unlimited Devices Rollover Messages Annual Plan: 720 Messages Upfront Purchase Now CPA Pilot 150 For power users and small teams sharing an account. Yes we are okay with that! $119/Per Month 150 messages/month 7-Day Free Trial with 20 messages Unlimited Devices Rollover Messages Annual Plan: 1800 Messages Upfront Purchase Now CPA Pilot Unlimited Because you don't like restrictions. Meant for 1 user. $199/Per Month Unlimited messages For Power Users 7-Day Free Trial with 20 messages Limited to 1 user and 3 Devices (No account sharing) Purchase Now Looking for Team Plans? Contact Us to get a customized solution for your team. Contact Us CPA Pilot 20 Great for a solo tax practice if you are only using it for tax research. Get 240 messages upfront so you can use them when you want. $200$240/Per Year 20 messages/month 7-Day Free Trial with 20 messages Unlimited Devices Rollover Messages Annual Plan: 240 Messages Upfront Purchase Now CPA Pilot 60 Get 720 messages upfront and use CPA Pilot to automate daily tasks from email replies to tax return data entry $499$588 /Per Year 60 messages/month 7-Day Free Trial with 20 messages Unlimited Devices Rollover Messages Annual Plan: 720 Messages Upfront Purchase Now CPA Pilot 150 Great for Super Users and teams who want to share an account. Get 1800 conversations upfront. $1199$1428 /Per Year 150 messages/month 7-Day Free Trial with 20 messages Unlimited Devices Rollover Messages Annual Plan: 1800 Messages Upfront Purchase Now CPA Pilot Unlimited You want to leave CPA Pilot open all day and use it as your right hand and maybe be your nerdy tax best friend that you've been looking for all your life. $1999$2388/Per Year Unlimited Messages for Power Users 7-Day Free Trial with 20 messages Limited to 1 user and 3 Devices (No account sharing) Purchase Now Enterprise Plans Great for large teams and pay only for what you use. Contact Us Frequently Asked Questions What Can CPA Pilot Help Me With? CPA Pilot helps you save hours of manual work by automating tax research, drafting emails, creating marketing content, and answering client questions.It integrates directly with IRS and State tax sources and supports technical workflows across major tax software platforms like Drake, Lacerte, UltraTax, and ProConnect.You can:Instantly access IRS and State forms, publications, and tax codesGet step-by-step instructions for complex tasksAutomate content creation in your nicheRespond to clients in seconds with professional, clear answers How Accurate Is CPA Pilot Compared to ChatGPT? CPA Pilot consistently outperforms general AI models like ChatGPT in tax-specific use cases.In a test using CPE-level tax questions:ChatGPT got 55% correctCPA Pilot delivered 98% accuracyThis performance is achieved by:Using only authoritative sources (IRS, State codes, tax software docs)Citing every source used, so you can verify instantlyTraining specifically for tax scenarios, law interpretation, and 1040 guidance What Sources Does CPA Pilot Use for Tax Research? CPA Pilot pulls from verified, up-to-date, and jurisdiction-specific tax documentation including:IRS Website and the Federal Tax CodeState Tax Codes and official websites for all 50 statesIRS Instructions, Publications, and FormsState tax agency documentation, forms, and publicationsTechnical support docs for: Drake, Lacerte, UltraTax, ProSeries, ProConnect, and QuickBooks OnlineYou always see cited sources with each answer — including links and publication dates. Does CPA Pilot Replace Customer Support for Tax Software? Yes — CPA Pilot acts like an AI-powered technical support assistant.Instead of calling software vendors or browsing forums, you can ask CPA Pilot for:Setup stepsWorkflow helpTroubleshooting guidanceFile import/export instructionsIt’s like having Lacerte or Drake support built into your practice. Can CPA Pilot Give Incorrect Answers? While CPA Pilot uses the most reliable AI models and sources (like GPT-5, 4o), no AI system is perfect. Here’s when errors may occur:Missing official guidance: No documentation exists for edge casesMisunderstood prompt: You can clarify or rephraseWrong tax year pulled: Easily fixed by specifying the yearNumeric extraction errors: Sometimes misreads deduction limits from scanned docsWe encourage reporting any issue to support@cpapilot.com Does CPA Pilot Cover All State Tax Codes? Yes — CPA Pilot includes:Complete tax codes for California and various all other U.S. states. Most official documents, webpages, and formsRegular updates to reflect policy and form changes What Happens If I Run Out of Messages? You can purchase additional message credits anytime.Messages never expire as long as your subscription is activeAll message-based plans include monthly rolloverTeam-wide sharing is available on annual plans How Does CPA Pilot Integrate With My Existing Workflow? CPA Pilot plugs into your current tech stack by:Working alongside your existing tax softwareAutomating email responses and internal communicationsGenerating import-ready files to reduce manual data entryNo need to change tools — just work smarter with AI. Can CPA Pilot Help With IRS Audit Response or Tax Notices? Yes — CPA Pilot can:Draft professional responses to IRS CP2000, CP2501, and other noticesHelp interpret penalty codes, adjustments, and payment optionsCite IRS publications and instructions for each response Is CPA Pilot Secure for Client Data? CPA Pilot follows best-in-class data protection standards and is building toward SOC-2 compliance.No client data is stored unless explicitly provided for upload-based features (coming soon). All interactions are encrypted. What are all the use cases CPA Pilot can help my firm with CPA Pilot is your AI-powered assistant for tax professionals, designed to help you research faster, communicate better, and review client data more accurately — saving hours every week during busy season.Tax Research & Technical AccuracyInstantly answer federal and state tax questions with authoritative citations (IRS, IRC, Treasury Regs, DORs, and Tax Court rulings).Summarize new IRS guidance, court decisions, and state-level tax updates.Compare entity structures and state tax treatments (e.g., S-Corp vs LLC vs C-Corp).Draft defensible research memos and position summaries for client files.Identify relevant code sections, form line items, and IRS publications.Turn complex tax law into plain-English explanations your clients can understand.Tax Planning & ProjectionsRun what-if scenarios (e.g., entity election, maximizing deductions, or adding dependents).Estimate federal taxes and quarterly payments accurately.Compare baseline vs alternative projections side by side.Model QBI deductions, depreciation, TCJA sunsets, and payroll strategies.Generate client-ready summaries that clearly show tax savings.Tax Return Review & Data PreparationUpload Profit & Loss statements (PDF or Excel) and automatically convert them into structured import files ready for use in tax software.Upload W-2s, 1099s, 1098s, K-1s, and other personal tax documents for AI-assisted quality reviews — flagging potential errors, inconsistencies, or missing data.Check for income mismatches, duplicate entries, and unusual variances.Produce review summaries and client-ready feedback reports to streamline quality control.Client Communication & Email DraftingAutomatically draft responses to client emails directly inside Gmail.Suggest ready-to-send replies for tax questions, document requests, or follow-ups.Forward or delegate emails automatically using AI-based routing rules (e.g., “Send to preparer,” “Send to admin”).Draft IRS notice explanations, status updates, or tax advice summaries in a clear, professional tone.Marketing & Content CreationWrite SEO-optimized blog posts, social media updates, and email newsletters tailored for your clients.Create video and webinar scripts to explain complex topics simply.Repurpose content into LinkedIn posts, website articles, and Google Business updates to grow your online visibility.Compliance & DocumentationGenerate IRS response letters, reasonable compensation analyses, and tax position memos using professional built-in tax resolution templates.Draft client disclosures, information request templates, and summary reports automatically.Ensure documentation is clear, compliant, and defensible for audits or client files.In short:CPA Pilot helps your firm:Research faster — with authoritative sources you can cite.Communicate better — drafting and routing emails automatically.Review smarter — by analyzing P&Ls, W-2s, 1099s, and other documents.Prepare efficiently — converting P&Ls into import-ready tax files.Resolve issues confidently — using built-in professional tax resolution templates.Market effectively — with automated content that drives new clients. × Click here to continue. × Click here to continue. 20% off for all plans – Use code 3zvwfa89 CLOSE ✕How can I assist you today? Below are this month's specials:20% off for all products other than unlimited use code 3zvwfa89 --- Made for Tax Pros, by Tax Pros At CPA Pilot, our mission is simple: to make the lives of tax professionals easier, more productive, and more fulfilling through the power of AI. Built exclusively for CPAs, Enrolled Agents, and tax firms, CPA Pilot helps reduce stress, save time, and create stronger client relationships. From The Founder“CPA Pilot is personal for me. My father has been a tax preparer for decades, running his practice from our basement since I was five years old. Like so many accountants, he worked himself into exhaustion — suffering a heart attack at 54. Today, at 81, he’s still working.At 14, seeing him in the hospital left an imprint on my family. My sister became a cardiologist to save lives. I became a CPA to make tax practice sustainable. I built CPA Pilot first for myself, to save time and reclaim balance. When I saw the hours it saved and the stress it reduced, I knew I had to share it with others. That’s why in October 2023, I launched CPA Pilot to the public — so no tax professional has to sacrifice health for their career again.”— Harsh Mody, CPA & Founder of CPA Pilot × Click here to continue. × Click here to continue. ✕How can I assist you today? Below are this month's specials:20% off for all products other than unlimited use code 3zvwfa89 --- Flexible Pricing for Every Tax Practice Whether you’re a solo CPA, an enrolled agent, or managing a full tax team, CPA Pilot offers flexible plans to match your seasonal workload. Starting at just $19/month, you’ll get rollover messages, team sharing, and AI-powered tax automation that pays for itself in hours saved. Choose monthly or annual plans and scale seamlessly as your firm grows.👉 Get Started Below — Free Trial Available Monthly Yearly CPA Pilot 20 Dip your toe into the water and see how much better your firm is with CPA Pilot $19/Per Month 20 messages/month 7-Day Free Trial with 20 messages Unlimited Devices Rollover Messages Annual Plan: 240 Messages Upfront Purchase Now Most Popular CPA Pilot 60 Most popluar plan. Scratching the surface of what CPA Pilot can do.You want to use CPA Pilot to for more than research. From email replies to automating data entry for tax returns. $49/Per Month 60 messages/month 7-Day Free Trial with 20 messages Unlimited Devices Rollover Messages Annual Plan: 720 Messages Upfront Purchase Now CPA Pilot 150 For power users and small teams sharing an account. Yes we are okay with that! $119/Per Month 150 messages/month 7-Day Free Trial with 20 messages Unlimited Devices Rollover Messages Annual Plan: 1800 Messages Upfront Purchase Now CPA Pilot Unlimited Because you don't like restrictions. Meant for 1 user. $199/Per Month Unlimited messages For Power Users 7-Day Free Trial with 20 messages Limited to 1 user and 3 Devices (No account sharing) Purchase Now Need a Plan for Your Entire Team? CPA Pilot scales with your firm. Get a customized plan designed for CPAs, EAs, and tax teams who need more seats, more messages, and dedicated support. Contact Us for Team Pricing CPA Pilot 20 Great for a solo tax practice if you are only using it for tax research. Get 240 messages upfront so you can use them when you want. $200$240/Per Year 20 messages/month 7-Day Free Trial with 20 messages Unlimited Devices Rollover Messages Annual Plan: 240 Messages Upfront Purchase Now CPA Pilot 60 Get 720 messages upfront and use CPA Pilot to automate daily tasks from email replies to tax return data entry $499$588 /Per Year 60 messages/month 7-Day Free Trial with 20 messages Unlimited Devices Rollover Messages Annual Plan: 720 Messages Upfront Purchase Now CPA Pilot 150 Great for Super Users and teams who want to share an account. Get 1800 conversations upfront. $1199$1428 /Per Year 150 messages/month 7-Day Free Trial with 20 messages Unlimited Devices Rollover Messages Annual Plan: 1800 Messages Upfront Purchase Now CPA Pilot Unlimited You want to leave CPA Pilot open all day and use it as your right hand and maybe be your nerdy tax best friend that you've been looking for all your life. $1999$2388/Per Year Unlimited Messages for Power Users 7-Day Free Trial with 20 messages Limited to 1 user and 3 Devices (No account sharing) Purchase Now Looking for Team Plans? Contact Us to get a customized solution for your team. Contact Us 7-Day Risk-Free Trial — If you’re not satisfied, get a full refund. Authoritative Answers Only — Every response cites vetted sources like the IRS, federal tax code, and state tax publications. Powered by GPT-5, 4o — The most advanced AI available, fine-tuned for tax professionals. Includes Seamless Software Support — Includes instant documentation for leading tax software like Drake, Lacerte, UltraTax, ProConnect, and QuickBooks Online.documentation for most tax software for instant tech support answers Pricing FAQs How much does CPA Pilot cost per month? CPA Pilot’s plans start at just $19 per month per user, making it one of the most affordable AI tax planning tools for CPAs, EAs, and tax firms. Flexible monthly and annual plans are available so you can choose what fits your practice best. Do unused messages roll over to the next month or year? Yes. All unused messages roll over from month to month or year to year as long as your subscription is active. You’ll never lose credits, making CPA Pilot especially cost-effective for seasonal tax practices. Can I share a plan with my entire team? Absolutely. CPA Pilot offers team-friendly plans that allow you to share messages and credits across your staff. With usage-based pricing, you can onboard your entire team for the cost of a single competitor license. Is there a free trial or money-back guarantee? Yes. You can try CPA Pilot risk-free. If you’re not satisfied, we offer a 7-day money-back guarantee on all plans — no questions asked. How does CPA Pilot’s pricing compare to competitors like TaxGPT or Blue J Tax? CPA Pilot is significantly more cost-effective. While competitors like TaxGPT require expensive annual subscriptions and Blue J Tax limits its value to research-only workflows, CPA Pilot combines tax planning, client communication, staff training, and marketing automation in one affordable Ai Tax planning platform. With team sharing and rollover credits, you get more value for less. Is CPA Pilot available 24/7? Yes. CPA Pilot is available 24/7, so you can get answers, generate content, or troubleshoot your tax software any time — even during late-night tax season crunches. What happens if I run out of questions or messages before my renewal? You can easily purchase additional message packs at any time. And since unused messages roll over with active subscriptions, you’ll never lose what you’ve already paid for. Does CPA Pilot cover both IRS and all 50 state tax codes? Yes. CPA Pilot provides instant access to the IRS website, federal tax code, and tax codes for all 50 states. It also includes state forms, instructions, and publications — updated regularly — so you can work with confidence across any jurisdiction. Is CPA Pilot secure for client tax data? Yes. CPA Pilot is built with data security and compliance in mind. All interactions are encrypted, and sensitive information is never shared outside your private workspace. The platform is building toward SOC-2 compliance to meet the highest standards of data protection for tax professionals. × Click here to continue. × Click here to continue. 20% off for all plans – Use code 3zvwfa89 CLOSE ✕How can I assist you today? Below are this month's specials:20% off for all products other than unlimited use code 3zvwfa89 --- Designed for the Seasonal Tax Business Volume discounts available — select a plan to view pricing. Monthly Yearly Team CPA Pilot 20 CPA Pilot personalizes recommendations $19 /Per Month (Per Member) 20 messages/month Unlimited Devices Rollover Messages Annual Plan: 240 Messages Upfront Volume Discount Available Purchase Now Team CPA Pilot 60 Most popluar plan. Scratching the surface of what CPA Pilot can do.You want to use CPA Pilot to for more than research. From email replies to automating data entry for tax returns. $49/Per Month (Per Member) 60 messages/month Unlimited Devices Rollover Messages Annual Plan: 720 Messages Upfront Volume Discount Available Purchase Now Team CPA Pilot 150 For power users and small teams sharing an account. Yes we are okay with that! $119 /Per Month (Per Member) 150 messages/month Unlimited Devices Rollover Messages Annual Plan: 1800 Messages Upfront Volume Discount Available Purchase Now Team CPA Pilot Unlimited Because you don't like restrictions. Meant for 1 user. $199/Per Month (Per Member) Unlimited messages For Power Users Limited to 1 user and 3 Devices (No account sharing) Volume Discount Available Purchase Now Pay As You Go Great for teams Pay only for what you use. Contact Us Team CPA Pilot 20 Great for a solo tax practice if you are only using it for tax research. Get 240 messages upfront so you can use them when you want. $200/Per Year (Per Member) 20 messages/month Unlimited Devices Rollover Messages Annual Plan: 240 Messages Upfront Volume Discount Available Purchase Now Team CPA Pilot 60 Great for a solo tax practice if you are only using it for tax research. Get 720 messages upfront so you can use them when you want. $588 /Per Year (Per Member) 60 messages/month Unlimited Devices Rollover Messages Annual Plan: 720 Messages Upfront Volume Discount Available Purchase Now Team CPA Pilot 150 Great for Super Users and teams who want to share an account. Get 1800 conversations upfront. $1188 /Per Year (Per Member) 150 messages/month Unlimited Devices Rollover Messages Annual Plan: 1800 Messages Upfront Volume Discount Available Purchase Now Team CPA Pilot Unlimited You want to leave CPA Pilot open all day and use it as your right hand and maybe be your nerdy tax best friend that you've been looking for all your life. $1999/Per Year (Per Member) Unlimited Messages for Power Users Limited to 1 user and 3 Devices (No account sharing) Volume Discount Available Purchase Now Pay As You Go Great for teams Pay only for what you use. Contact Us × Click here to continue. × Click here to continue. 20% off for all plans – Use code 3zvwfa89 CLOSE ✕How can I assist you today? Below are this month's specials:20% off for all products other than unlimited use code 3zvwfa89