About CPA Pilot
CPA Pilot — CPA Pilot is an AI-powered assistant designed for tax professionals. It automates tax research, client communication, marketing content creation, and staff training. It helps tax professionals save time, reduce stress, and grow their practice.
Top use cases
- Responding to client queries with accurate tax information
- Automating email responses to clients
- Creating marketing newsletters and social media content
- Providing instant training to staff on tax topics and software
- Ensuring payroll and 1099 compliance
- Quick reference during client calls
Built for
Key features
- AI-powered tax research
- Automated client communication
- Marketing content creation
- Staff training support
- Team collaboration tools
- Access to state-level tax resources
- Federal tax code access
- Access to court cases/precedents
Pros & cons
Pros
- Saves time by automating repetitive tasks
- Provides accurate tax insights with up to 95% accuracy
- Enhances client communication with professional answers
- Simplifies staff training
- Offers scalable solutions for various practice sizes
- Provides access to authoritative tax resources
- Reduces client requests
Cons
- AI tools can sometimes provide incorrect answers
- Relies on the accuracy of source information
- May misunderstand complex or nuanced questions
- Number pulling from documents can be inaccurate
Pricing
CPA Pilot 20 (Monthly)
$19/ month
20 messages/month, 7-Day Free Trial with 20 messages, Unlimited Devices, Rollover Messages, Annual Plan: 240 Messages Upfront
CPA Pilot 60 (Monthly)
$49/ month
60 messages/month, 7-Day Free Trial with 20 messages, Unlimited Devices, Rollover Messages, Annual Plan: 720 Messages Upfront
CPA Pilot 150 (Monthly)
$119/ month
150 messages/month, 7-Day Free Trial with 20 messages, Unlimited Devices, Rollover Messages, Annual Plan: 1800 Messages Upfront
CPA Pilot Unlimited (Monthly)
$199
Unlimited messages For Power Users, 7-Day Free Trial with 20 messages, Limited to 1 user and 3 Devices (No account sharing)
CPA Pilot 20 (Yearly)
$200/ month
20 messages/month, 7-Day Free Trial with 20 messages, Unlimited Devices, Rollover Messages, Annual Plan: 240 Messages Upfront
CPA Pilot 60 (Yearly)
$499/ month
60 messages/month, 7-Day Free Trial with 20 messages, Unlimited Devices, Rollover Messages, Annual Plan: 720 Messages Upfront
CPA Pilot 150 (Yearly)
$118/ month
150 messages/month, 7-Day Free Trial with 20 messages, Unlimited Devices, Rollover Messages, Annual Plan: 1800 Messages Upfront
CPA Pilot Unlimited (Yearly)
$199
Unlimited Messages for Power Users, 7-Day Free Trial with 20 messages, Limited to 1 user and 3 Devices (No account sharing)
Company information
- CPA Pilot Support Email & Customer service contact & Refund contact etc. Here is the CPA Pilot support email for customer service: [email protected] .
- CPA Pilot Company CPA Pilot Company address: 200 Spectrum Center Dr Irvine, CA 92618 . More about CPA Pilot, Please visit the about us page(https://www.cpapilot.com/about) .
- CPA Pilot Pricing CPA Pilot Pricing Link: https://www.cpapilot.com/pricing-plans
Frequently asked questions
What sources does CPA Pilot use?
CPA Pilot uses IRS Website, Federal Tax Code, State Tax Code for all 50 states, IRS Form Instructions and Publications, Forms, Instructions and Publications for all 50 states, Support Documentation for Drake, Lacerte, UltraTax, ProSeries, ProConnect, and QuickBooks Online.
Is CPA Pilot ever wrong?
All current AI tools using Large Language Models, like ChatGPT hallucinate meaning they will get answers wrong sometimes. Even the best AI have a high error rate. CPA Pilot minimizes these errors by relying on authoritative information. If CPA Pilot provides a wrong answer, it may be due to a lack of source guidance, misunderstanding of the question, pulling information from the incorrect year, or trouble pulling numbers from documents. Users can provide feedback to improve accuracy.
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 and updated on a regular basis.
What if I run out of questions before my subscription renews?
You can purchase additional questions if you run out of them before your subscription renews. All messages never expire when your subscription renews as long as you have an active subscription.
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