CPA Pilot
AI-powered assistant tailored for tax professionals, streamlining research, client communication, and marketing tasks.
About CPA Pilot
CPA Pilot is an intelligent assistant designed specifically for tax professionals. It automates tax research, enhances client communication, creates marketing content, and supports staff training. This innovative tool helps professionals save time, reduce workload, and expand their practice efficiently.
How to Use
Interact with CPA Pilot by asking questions related to tax law, client communication, or marketing. The AI provides authoritative answers, drafts emails, generates marketing content, and supports staff training based on your queries.
Features
- Access to judicial cases and legal precedents
- AI-driven tax research and analysis
- Tools for team collaboration and sharing
- Automated responses for client communication
- Content creation for marketing campaigns
- Support for staff training and onboarding
- Comprehensive access to federal tax codes
- Resources for state-level tax regulations
Use Cases
- Providing accurate tax answers to client questions
- Automating professional email responses
- Training staff instantly on tax laws and software
- Quick reference during client consultations
- Creating newsletters and social media marketing content
- Ensuring payroll and 1099 compliance
Best For
Pros
- Scalable solutions suitable for any practice size
- Reduces client inquiry workload
- Automates repetitive tasks to save time
- Delivers accurate tax insights with up to 95% precision
- Access to authoritative tax resources
- Enhances client communication with professional responses
- Simplifies staff onboarding and training
Cons
- Dependent on the accuracy of source data
- May misinterpret complex or nuanced questions
- Potential inaccuracies in data extraction from documents
- AI responses may sometimes be incorrect
Pricing Plans
Choose the perfect plan. All plans include 24/7 support.
CPA Pilot 20 Monthly
Includes 20 messages per month, a 7-day free trial with 20 messages, unlimited devices, message rollover, and an annual plan offering 240 messages upfront.
Get StartedCPA Pilot 60 Monthly
Includes 60 messages monthly, a 7-day free trial with 20 messages, unlimited devices, rollover messages, and an annual plan with 720 messages upfront.
Get StartedCPA Pilot 150 Monthly
Provides 150 messages per month, a 7-day free trial with 20 messages, unlimited devices, rollover messages, and 1800 messages prepaid annually.
Get StartedCPA Pilot Unlimited Monthly
Offers unlimited messages for power users, with a 7-day free trial including 20 messages. Limited to one user and three devices, no account sharing.
Get StartedCPA Pilot 20 Yearly
Includes 20 messages monthly, a 7-day free trial with 20 messages, unlimited devices, rollover, and 240 messages prepaid annually.
Get StartedCPA Pilot 60 Yearly
Offers 60 messages per month, a 7-day free trial with 20 messages, unlimited devices, rollover, and 720 messages prepaid annually.
Get StartedCPA Pilot 150 Yearly
Provides 150 messages monthly, a 7-day free trial, unlimited devices, rollover, and 1800 messages prepaid annually.
Get StartedCPA Pilot Unlimited Yearly
Unlimited messaging for power users, with a 7-day free trial including 20 messages. Limited to one user and three devices, no account sharing.
Get Started