• 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.

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: Accesses IRS publications, federal and state tax codes to provide instant, source-cited answers to complex tax questions, ensuring accuracy and easy verification.
• Client Communication Automation: Drafts professional, tailored email responses to client inquiries, significantly reducing the time spent on communication and improving response speed.
• Marketing Content Creation: Generates engaging content for newsletters, blogs, and social media, helping tax firms attract and retain clients with minimal effort.
• Tax Software Support: Acts as an instant technical support chatbot for popular tax software like Drake, Lacerte, and UltraTax, providing step-by-step guidance without long hold times.
• Staff Training and Onboarding: Serves as an on-demand training resource, allowing new and existing staff to quickly get up to speed on tax topics and procedures.
• Rollover Messages: Unused messages from monthly plans automatically roll over and do not expire with an active subscription, providing flexibility for seasonal workloads.

• 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.

• CPAs (Certified Public Accountants) who need to quickly research complex tax scenarios.
• EAs (Enrolled Agents) 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.

• 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

• 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 for a tax practice.
• 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.

• 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.

• Free Trial: A 7-day free trial with 20 messages is available on all plans.
• CPA Pilot 20: $19/month for 20 messages/month, rollover messages, and unlimited devices.
• CPA Pilot 60: $49/month for 60 messages/month, rollover messages, and unlimited devices.
• CPA Pilot 150: $119/month for 150 messages/month, rollover messages, and unlimited devices.
• CPA Pilot Unlimited: $199/month for unlimited messages, limited to 1 user and 3 devices.
• Enterprise Plans: Custom pricing available for large teams.

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.