AI TOOL PROFILE
CPA Pilot: AI Tax Assistant for Tax Professionals
- Finance and Accounting
- Tax Software
- Solo CPAs
- Enrolled Agents
- Small to mid-sized tax firms
- Tax attorneys
Pricing
Monthly plans start at $29 for 20 messages, with higher tiers available up to $199 for unlimited use. A 7-day free trial is available.
At a glance
- Best for
- Solo CPAs, Enrolled Agents, Small to mid-sized tax firms, Tax attorneys
- Key use cases
- Tax Research and Memo Drafting, IRS Notice Response, Document Data Conversion, Client Advisory Support, Marketing Content Creation
- Integrations
- Drake, Lacerte, UltraTax, ProConnect, QuickBooks Online
- Official website
- Visit CPA Pilot official website
How AI is used
CPA Pilot is an AI assistant designed for CPAs, Enrolled Agents, and tax firms in the United States. It functions as a technical assistant that can analyze tax returns and provide answers to tax questions using citations from the IRS and state tax codes.
The tool is intended for tax professionals who want to support their research and preparation workflows. It helps with tasks such as converting P&L statements into structured data for tax software and drafting responses to IRS notices.
Buyers should note that the software may occasionally misread numeric data from scanned documents or encounter limitations where official guidance is missing.
Practitioners should confirm which plan fits their volume needs, as most plans are based on a monthly message limit, though unused messages roll over.
Key Features
AI Tax Research
Provides answers to federal and state tax questions with citations from IRS publications, court rulings, and state codes.
Data Entry Automation
Converts P&L statements and source documents from PDF or Excel into structured data for import into tax software.
Client Communication Drafting
Generates drafts for client emails, status updates, and IRS notice responses.
Tax Planning and Projections
Supports running what-if scenarios and modeling deductions to generate client-ready tax summaries.
Tax Return Review
Analyzes uploaded W-2s, 1099s, and K-1s to flag potential inconsistencies or missing data.
Tax Software Technical Support
Provides guidance on setup and workflows for software including Drake, Lacerte, UltraTax, ProConnect, and QuickBooks Online.
Use Cases
Tax Research and Memo Drafting
Finding IRS code sections and drafting research memos for client files.
IRS Notice Response
Drafting responses to CP2000 and CP2501 notices using citations from IRS source material.
Document Data Conversion
Converting financial documents into structured files to support data entry into tax software.
Client Advisory Support
Running entity election scenarios and creating summaries to show potential tax savings.
Marketing Content Creation
Generating newsletters and social media posts tailored for a tax practice.
Integrations
- Drake
- Lacerte
- UltraTax
- ProConnect
- QuickBooks Online
FAQ
What tax sources does CPA Pilot use?
- It uses the IRS website, Federal Tax Code, official websites and codes for all 50 states, and technical documentation for major tax software.
Are there different pricing tiers based on usage?
- Yes, plans range from $29/month for 20 messages up to $199/month for unlimited messages, with rollover available for message-based plans.
How does it handle client data security?
- Interactions are encrypted and the platform is building toward SOC-2 compliance.
Can the software help with IRS notices?
- Yes, it can draft professional responses to notices such as CP2000 and CP2501 using IRS citations.
Source category: Finance & Accounting
Source subcategory: Tax Software
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