Audience

CPAs, Enrolled Agents (EAs), U.S. tax firms

About CPA Pilot

CPA Pilot is an AI tax planning assistant built exclusively for accounting professionals. More than just software, it acts like a digital tax advisor —helping CPAs, Enrolled Agents, and tax firms automate research, streamline workflows, and deliver higher-value client services.

With CPA Pilot, firms can:

- Save hours every week by automating 1040 research and tax planning tasks.
- Improve accuracy & compliance with AI-driven deduction discovery and IRS/state rule integration.
- Enhance client relationships through automated client-ready emails, insights, and proactive tax strategies.
- Scale their practice by onboarding new staff faster and reducing tax season stress.

Whether you’re a solo CPA, part of a growing tax practice, or managing complex client portfolios, CPA Pilot makes tax preparation faster, smarter, and stress-free—so you can focus on advisory, not paperwork.

Pricing

Starting Price:
$19
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

CPA Pilot
Founded: 2023
United States
www.cpapilot.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Videos
Support
Online

CPA Pilot Frequently Asked Questions

Q: What kinds of users and organization types does CPA Pilot work with?
Q: What languages does CPA Pilot support in their product?
Q: What kind of support options does CPA Pilot offer?
Q: What type of training does CPA Pilot provide?
Q: Does CPA Pilot offer a free trial?
Q: How much does CPA Pilot cost?

CPA Pilot Product Features

Tax Planning

Multi-Entity Planning Not Supported
Multi-Year Planning Not Supported
Proposed Legislation Planning Not Supported
State & Local Planning Not Supported
Detailed Savings Calculations Not Supported
Strategy & Scenario Comparison Not Supported
Tax Return Scanning Not Supported
Tax Return Diagnostics Not Supported
Export Branded Proposal Not Supported
Export Branded Tax Plan Not Supported