CPA Pilot is the ultimate AI-powered tax assistant for accountants, offering 95%+ accurate tax research, automated client communication, and marketing tools. Save 5+ hours weekly, boost efficiency, and grow your practice effortlessly. Try CPA Pilot today for smarter tax workflows!
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Published:
2024-09-08
Created:
2025-05-07
Last Modified:
2025-05-07
Published:
2024-09-08
Created:
2025-05-07
Last Modified:
2025-05-07
CPA Pilot Product Information
What is CPA Pilot?
CPA Pilot is an AI-powered assistant designed specifically for tax professionals. It automates tasks like tax research, client communication, marketing content creation, and staff training. Built on GPT-4 technology, it offers 95%+ accuracy for tax-related queries, saving accountants 5+ hours weekly while improving efficiency and client satisfaction.
Who will use CPA Pilot?
CPA Pilot is ideal for tax professionals, including CPAs, EAs, tax attorneys, and accounting firms of all sizes—from solo practitioners to national firms. It’s tailored for those seeking to automate repetitive tasks, enhance client communication, and streamline tax research with AI-powered precision.
How to use CPA Pilot?
- Sign up for a free 7-day trial with 20 test messages.
- Choose a plan (e.g., CPA Pilot 60 for 60 monthly messages).
- Input tax-related queries or client questions into the chat interface.
- Review AI-generated responses with cited IRS/state tax sources.
- Automate emails, marketing content, or staff training using templates.
- Roll over unused messages to future months with an active subscription.
In what environments or scenarios is CPA Pilot suitable?
CPA Pilot excels in tax firms during busy seasons, for client Q&A automation, multi-state tax research, and staff onboarding. It’s also valuable for solo practitioners managing workloads, firms creating marketing content, or teams needing 24/7 access to IRS/state tax codes and software support (e.g., QuickBooks, Drake).
CPA Pilot Features & Benefits
What are the core features of CPA Pilot?
- AI-powered tax research with 95%+ accuracy using authoritative sources.
- Automated client communication for faster, professional responses.
- Marketing content creation to attract and retain clients.
- Staff training support for tax topics and software.
- Team collaboration tools for seamless workflow integration.
What are the benefits of using CPA Pilot?
- Saves 5+ hours per week by automating repetitive tasks.
- Enhances client satisfaction with quick, accurate responses.
- Reduces stress with reliable tax insights and 24/7 support.
- Scales effortlessly for solo practitioners or growing teams.
- Offers cost-effective plans with rollover messages and annual perks.
What is the core purpose and selling point of CPA Pilot?
- Designed to streamline tax workflows with AI-powered automation.
- Specialized for tax professionals, outperforming general AI tools like ChatGPT.
- Combines tax research, client communication, and marketing in one platform.
- Trusted by 6,000+ tax professionals for accuracy and efficiency.
- Affordable pricing with flexible plans tailored to firm sizes.
What are typical use cases for CPA Pilot?
- Drafting client emails and tax strategy documents in minutes.
- Researching federal/state tax codes and IRS publications.
- Generating marketing content like newsletters or social media posts.
- Training staff on tax software (e.g., QuickBooks, Drake).
- Ensuring compliance for payroll, 1099s, and complex tax scenarios.
FAQs about CPA Pilot
What is CPA Pilot and how does it help tax professionals?
CPA Pilot is an AI-powered assistant designed specifically for tax professionals. It automates tasks like tax research, client communication, marketing content creation, and staff training. By leveraging GPT-4 technology, CPA Pilot helps accountants save time, improve accuracy, and streamline workflows, allowing them to focus on high-value work and grow their practice efficiently.
How accurate is CPA Pilot compared to ChatGPT for tax-related questions?
CPA Pilot outperforms ChatGPT for tax professionals, with users reporting 98% accuracy compared to ChatGPT's 55% in tests. CPA Pilot focuses exclusively on tax-related tasks, uses authoritative sources like IRS and state tax codes, and is optimized for tax firm workflows, making it far more reliable for accountants than general AI tools.
What are the pricing options for CPA Pilot?
CPA Pilot offers flexible pricing plans starting at $19/month for 20 messages, up to $199/month for unlimited messages. Annual plans provide cost savings, with the popular CPA Pilot 60 plan offering 720 messages for $499/year. There's also a 7-day free trial with 20 messages to test the service before committing.
Can CPA Pilot help with state-specific tax questions?
Yes, CPA Pilot includes access to tax codes, forms, and publications for all 50 states. It provides authoritative, up-to-date information on state-level tax regulations, making it a valuable resource for accountants dealing with multi-state tax situations or specific state tax questions.
How does CPA Pilot save time for tax professionals?
CPA Pilot saves tax professionals 5+ hours per week by automating repetitive tasks like client email responses, tax research, and marketing content creation. Its AI-powered system provides instant answers to complex tax questions and helps streamline client communication, allowing accountants to handle more clients efficiently.
What sources does CPA Pilot use for its tax information?
CPA Pilot draws from authoritative sources including the IRS website, federal and state tax codes, IRS forms and publications, and support documentation for major tax software like Drake, Lacerte, and QuickBooks. Each answer cites its sources for verification, ensuring reliable information for tax professionals.
Is there a free trial available for CPA Pilot?
Yes, CPA Pilot offers a 7-day free trial with 20 messages to test its capabilities. This allows tax professionals to experience how the AI assistant can streamline their workflow before committing to a paid subscription plan.
Can CPA Pilot help with tax software support questions?
Absolutely. CPA Pilot includes support documentation for major tax software like Drake, Lacerte, UltraTax, ProSeries, and QuickBooks Online. It can provide instant technical support for these platforms, saving you time compared to searching online or calling customer support.
How does CPA Pilot handle client communication automation?
CPA Pilot helps automate client communications by generating professional, accurate email responses to common tax questions. This feature allows tax professionals to respond to client queries in minutes rather than hours, improving response times and client satisfaction while reducing workload.
What makes CPA Pilot different from other tax AI tools?
CPA Pilot stands out by offering comprehensive features specifically designed for tax firms, including client communication automation, marketing content creation, staff training support, and team collaboration tools. Its focus on authoritative tax sources, high accuracy rate, and specialized functionality make it more valuable than general AI tools or other tax-specific solutions.
CPA Pilot Company Information
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CPA Pilot's Competitors and Alternatives
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