Description
CPA Pilot is the #1 AI Tax Assistant, specifically engineered for CPAs, Enrolled Agents (EAs), and tax firms in the U.S. It functions as a comprehensive AI workspace, consolidating essential tax professional tasks into a single, intuitive platform. Users can upload tax returns for risk assessment, draft client emails, generate tax organizers, perform projections, conduct tax research, and create client-ready tax planning reports.
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This AI tool offers 10 built-in, tax-specific workflows, differentiating it from generic AI assistants. These workflows include a Tax Return Review Engine that flags inconsistencies and risks, a 1040 Tax Return Summary generator for client-ready overviews, and Corporate Tax Return Summaries for 1120, 1120-S, and 1065 forms. It also automates the creation of Client Tax Organizers from prior returns, drafts professional Client Email Replies, and provides Tax Research support with citations. Advanced capabilities include Tax Plan generation, Tax Projections for scenario modeling, an Entity Selection Wizard for comparing business structures, and a Tax Software Import Assistant to map data for tax software.
CPA Pilot is designed to provide year-round value, supporting not only tax season tasks like return review and organizer generation but also post-season activities such as IRS notice research, entity planning, and year-end advisory. Its core value proposition lies in its tax-professional-centric design, offering built-in workflows that eliminate the need for manual prompting and setup required by general AI tools. This ensures consistent, accurate, and efficient execution of tax-related tasks.
The platform is built with professional responsibility in mind, ensuring client data security through anonymization and encryption, and explicitly stating that client data is not used for AI model training. CPA Pilot leverages authoritative federal and state tax sources for its research capabilities, providing citation-backed answers that tax professionals can verify. It also offers support for major tax software, aiding with workflow and troubleshooting.
CPA Pilot is priced based on message usage, offering plans that scale from solo practitioners to high-volume firms. The platform emphasizes ease of use, requiring no advanced technical skills, as each workflow is guided. This makes it accessible to all tax professionals looking to enhance their practice with AI-driven efficiency and improved client service.
- CategoryAI Accounting Tools
- Pricing ModelMessage-based
- DeploymentCloud
- PlatformsWeb
CPA Pilot AI Tax Assistant's Core Features
AI-powered tax return review engine
Automated generation of 1040 and corporate tax return summaries
Client tax organizer creation from prior returns
AI-assisted drafting of client email replies
Structured tax research with citations
Tax planning and projection capabilities
Entity selection wizard for business structure comparison
Tax software data import assistance
Year-round workflow support for tax professionals
Secure client data handling with anonymization and encryption
Built-in, tax-specific AI workflows
Support for major tax and accounting software troubleshooting
How to use CPA Pilot AI Tax Assistant?
Configure: Select and set up your chosen CPA Pilot plan.
Upload: Input tax returns, client emails, or tax questions into the relevant workflow.
Process: CPA Pilot's AI analyzes your input and generates output based on the selected workflow.
Review: Examine AI-generated summaries, drafts, research, or reports for accuracy and completeness.
Refine: Make any necessary edits or adjustments to the AI-generated content.
Deliver: Share client-ready reports, emails, or planning documents.
CPA Pilot AI Tax Assistant's Use Cases
- Tax Return Review
- Client Communication
- Tax Research
- Tax Planning
- Tax Projections
- Client Organizers
- Entity Selection
- Data Import
- IRS Notice Response
