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

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Company Information

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

Videos and Screen Captures

Get Started
Other Useful Business Software
Ship Agents Faster Icon
Ship Agents Faster

Transform your applications and workflows into powerful agentic systems at global scale.

Gemini Enterprise Agent Platform lets you rapidly build, scale, govern and optimize production-ready agents grounded in your organization's data. The platform enables developers to build custom or pre-built agents for virtually any use case. New customers get $300 in free credits.
Get Started Free

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
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Detailed Savings Calculations
Strategy & Scenario Comparison
Tax Return Scanning
Tax Return Diagnostics
Export Branded Proposal
Export Branded Tax Plan