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.
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Pricing
Starting Price:
$19
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
CPA Pilot
Founded: 2023
United States
www.cpapilot.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Videos
Support
Online