CPA Pilot

TL;DR

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.

What is CPA Pilot

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.

Key Features

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.

Who is CPA Pilot for?

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.

Key Use Cases & Applications

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.

Pros

Specialized AI model trained on authoritative tax sources offers higher accuracy than general-purpose AI.
Provides direct citations and sources for its answers, enabling easy verification and building trust.
Automates time-consuming tasks beyond research, including client email drafting and marketing content creation.
Flexible message-based plans with rollover credits are ideal for the seasonal nature of tax work.
Integrated chatbot support for major tax software (Drake, Lacerte, etc.) reduces reliance on external customer service.

Cons

The message-based pricing model can be unpredictable, as complex queries may consume multiple messages, making it difficult to forecast monthly costs.
The 'Unlimited' plan is restricted to a single user and three devices, making it unsuitable for teams who want unlimited access without a custom enterprise plan.
As with all AI, it is not infallible and still requires human oversight to verify answers for critical applications, which the company acknowledges.

Pricing Info

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.

FAQs

How is CPA Pilot different from a general AI like ChatGPT?

CPA Pilot is a specialized AI trained specifically on authoritative tax sources, including the IRS and state tax codes. This results in more accurate, reliable, and verifiable answers for tax professionals compared to general models. It also includes features built for tax firms, like client communication templates and tax software support.

What sources does CPA Pilot use for its answers?

CPA Pilot utilizes a curated knowledge base that includes the IRS website, Federal and 50-state tax codes, IRS form instructions and publications, and support documentation for major tax software like Drake, Lacerte, UltraTax, ProSeries, ProConnect, and QuickBooks Online.

Can I share an account with my team?

Yes, the message-based plans (CPA Pilot 20, 60, and 150) are designed to be shared and can be used on unlimited devices by your team. However, the CPA Pilot Unlimited plan is strictly limited to one user on up to three devices.

What happens if I don't use all my messages in a month?

Unused messages on the CPA Pilot 20, 60, and 150 plans automatically roll over to the next month. These messages never expire as long as you maintain an active subscription, offering flexibility for fluctuating workloads.

Is there a free trial available?

Yes, CPA Pilot offers a 7-day free trial that provides 20 messages, allowing you to test the platform's features and accuracy before committing to a paid plan.

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