CPA Pilot

CPA Pilot is powered by GPT-4o and GPT-5 AI models, delivering 95-99% accuracy by citing IRS and state tax codes to build compliance-ready answers. All responses include authoritative citations from the IRS, federal tax code, and state tax publications.

CPA Pilot includes built-in support documentation for Drake, Lacerte, UltraTax, ProSeries, ProConnect, and QuickBooks Online, providing instant technical support and troubleshooting for these major tax software platforms.

No, all unused messages roll over from month to month or year to year as long as your subscription is active. You'll never lose credits, making CPA Pilot especially cost-effective for seasonal tax practices.

Yes, CPA Pilot offers team-friendly plans that allow you to share messages and credits across your staff on all plans except the unlimited plan, which is limited to 1 user and 3 devices.

CPA Pilot provides instant access to the IRS website, federal tax code, and tax codes for all 50 states, including state forms, instructions, and publications that are updated regularly.

CPA Pilot drafts professional emails, IRS notice responses, memos, and client updates in seconds, saving tax professionals 5+ hours per week. It can explain complex tax concepts like quarterly payments and QOZ investments in client-ready language.

All interactions are encrypted, and sensitive information is never shared outside your private workspace. CPA Pilot follows best-in-class data protection standards and is building toward SOC-2 compliance. No client data is stored unless explicitly provided for upload-based features.

Yes, CPA Pilot automates tax scenario modeling including safe harbor calculations, S-corp compensation/QBI analysis, PTE considerations, gains/losses, §179/bonus depreciation, and energy credits, compressing hours of work into minutes.

All plans include a 7-day money-back guarantee. You may cancel your subscription at any time, and your access will remain until the end of the current billing period. Refund requests must be made within 30 days of the original purchase date.

Unlike ChatGPT, CPA Pilot eliminates hallucinations by citing authoritative IRS sources and is designed exclusively for tax professionals. ChatGPT has no authoritative IRS citations and carries a high risk of generating wrong or misleading tax information.

Yes, CPA Pilot includes marketing automation features to generate newsletters, social media posts, LinkedIn content, deadline reminders, and client nurture campaigns, helping tax professionals attract and retain ideal clients.

CPA Pilot assists with IRS notice responses by helping gather facts, citing relevant authority from tax codes and IRS guidance, and drafting professional replies to reduce notice season stress.

CPA Pilot acts as a 24/7 trainer, educating junior staff on tax concepts, workflows, and software usage instantly. This automation helps firms onboard new staff more efficiently and improve overall team knowledge.

CPA Pilot can instantly populate forms like Form 4562, generate audit memos, flag state conformity gaps, and create comprehensive documentation checklists, turning compliance burdens into streamlined workflow assets.

Yes, CPA Pilot is available 24/7 for answers, content generation, or tax software troubleshooting, making it accessible even during late-night tax season crunches when human support may not be available.

CPA Pilot starts at $19/month, significantly more affordable than competitors. TaxGPT requires expensive annual subscriptions, Hive Tax starts at $109/month, and CoCounsel Tax has no public pricing (sales-led quotes only).

Blue J Tax is research-only and requires continued digging, while CPA Pilot combines research with step-by-step guidance, client communication, IRS responses, staff training, and workflow automation in one comprehensive platform.

Yes, CPA Pilot can generate compact foreign tax credit worksheets including U.S. tax on foreign-source income, limitation calculations, usable credit amounts, carryover amounts, and documentation checklists.

CPA Pilot integrates with email platforms for automated communication and includes CRM-style communication capabilities to manage client interactions more effectively throughout the tax year.

You can contact CPA Pilot's support team via email at [email protected]. The platform also provides 24/7 AI-powered assistance for technical questions and troubleshooting.