• AI-powered assistant built specifically for tax research, client communication, and marketing.
• Provides accurate, source-cited answers from IRS and state tax codes.
• Ideal for CPAs, EAs, and tax attorneys looking to save time and automate workflows.

• AI-powered assistant that answers complex tax questions in seconds.
• Automates tax research, memo drafting, and document analysis for accountants.
• Ideal for tax firms, businesses, and finance teams seeking 10× productivity.
• Free 14-day trial; custom pricing available for firms and enterprises.

CPA Pilot is an AI-powered assistant and research tool designed specifically for tax professionals. It solves the core problems of time-consuming tax research, repetitive client communication, and inefficient staff training by providing a single platform to get instant, accurate answers from authoritative sources.

Categorized as an AI Tax Assistant, it streamlines the daily operations of tax firms, helping them to increase productivity, improve client satisfaction, and automate administrative tasks.

• CPAs who need to quickly research complex tax scenarios.
• EAs who manage a high volume of client communications.
• Tax Attorneys requiring fast access to tax codes and case precedents.
• Solo Practitioners and Small Tax Firms looking to automate tasks and operate more efficiently.
• Large Accounting Firms seeking a scalable solution for team-wide research and training.

• Conducting complex tax research with cited sources from IRS and state tax codes.
• Drafting professional and accurate email responses to client inquiries in minutes.
• Generating targeted marketing content like newsletters and social media posts.
• Training new staff on tax regulations and specific tax software procedures.
• Getting instant step-by-step support for tax software like Drake, Lacerte, and UltraTax.

• Specialized AI model trained on authoritative tax sources offers higher accuracy than general-purpose AI.
• Provides direct citations for answers, enabling easy verification and building trust.
• Automates time-consuming tasks beyond research, including client email drafting and marketing content.
• Flexible message-based plans with rollover credits suit seasonal tax workloads.
• Integrated chatbot support for major tax software reduces reliance on external customer service.

• Message-based pricing can be unpredictable; complex queries may consume multiple messages.
• The 'Unlimited' plan is limited to 1 user and 3 devices, making it unsuitable for teams without a custom enterprise plan.
• AI is not infallible and requires human oversight to verify answers for critical applications.

• AI-Powered Tax Research: Accesses IRS publications, federal and state tax codes to provide instant, source-cited answers to complex tax questions.
• Drafts professional, tailored email responses to client inquiries, saving time and improving response speed.

• Free Trial: 7-day trial with 20 messages.
• CPA Pilot 20: $19/month – 20 messages, rollover, unlimited devices.
• CPA Pilot 60: $49/month – 60 messages, rollover, unlimited devices.
• CPA Pilot 150: $119/month – 150 messages, rollover, unlimited devices.
• CPA Pilot Unlimited: $199/month – unlimited messages, 1 user, 3 devices.

TaxGPT is an AI tax assistant that leverages proprietary large language models trained on millions of IRS documents, regulations, and CPA-verified sources. The platform accelerates tax research, automatically drafts memos and client communications, and reviews returns for errors, enabling accounting firms and in-house finance teams to cut research time by up to 99%. It belongs to the AI Tax Research & Compliance category.

• AI-Powered Tax Research – Instantly retrieve authoritative answers to complex federal and state tax questions, backed by citations to primary sources.
• Memo & Letter Drafting – Automatically generate tax memos, IRS notice responses, and client emails to streamline communication workflows.
• Document Analysis – Upload and analyze 1,000+ tax forms; receive summaries and flagged issues in seconds.
• Agent Andrew Review Tool – AI audits 1040, 1065, 1120, 1120-S, and more, highlighting red, yellow, and green flags for error detection and savings opportunities.
• Client Profiles & Management – Centralize client data, documents, and conversation history in a single secure hub.
• Embedding & API Access – Integrate TaxGPT’s chatbot into websites or internal systems to provide 24/7 tax guidance.
• Enterprise-Grade Security – Data encrypted at rest and in transit on AWS and Azure, meeting industry standards for confidentiality.

• Certified Public Accountants (CPAs) and Enrolled Agents
• Tax & accounting firms of all sizes
• Corporate finance and in-house tax departments
• Small-business owners seeking self-service tax guidance
• SaaS product teams that want to embed tax Q&A into their apps

• Rapidly answering complex multi-state tax nexus questions for clients.
• Drafting detailed tax memos and IRS response letters in minutes.
• Automated review of prepared 1040/1120 returns to catch errors and savings.
• Embedding a tax Q&A chatbot on a financial services website to reduce support tickets.
• Summarizing uploaded client tax documents to outline next-step actions.

• Significantly reduces manual tax research time.
• Document flagging tool (Agent Andrew) lowers audit risk.
• Secure, SOC-aligned infrastructure for sensitive data.
• Free trial lets users evaluate value before committing.

• Full pricing not publicly listed—must book a demo for quotes.
• Reliance on AI outputs may still require expert human review.

TaxGPT offers a free 14-day trial for new users. Detailed pricing for professional, business, and enterprise tiers is provided upon request—interested teams can schedule a demo via the official site.