CPA Pilot: AI Tax Assistant for Tax Professionals
CPA Pilot helps tax firms and individual practitioners manage research and documentation. It is designed to support data extraction from tax documents and the drafting of client communication.
At a glance
- Category
- Finance & Accounting
- Best for
- 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.
- 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
- cpapilot.com
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
Provides answers to federal and state tax questions with citations from IRS publications, court rulings, and state codes.
Converts P&L statements and source documents from PDF or Excel into structured data for import into tax software.
Generates drafts for client emails, status updates, and IRS notice responses.
Supports running what-if scenarios and modeling deductions to generate client-ready tax summaries.
Analyzes uploaded W-2s, 1099s, and K-1s to flag potential inconsistencies or missing data.
Provides guidance on setup and workflows for software including Drake, Lacerte, UltraTax, ProConnect, and QuickBooks Online.
Use Cases
Finding IRS code sections and drafting research memos for client files.
Drafting responses to CP2000 and CP2501 notices using citations from IRS source material.
Converting financial documents into structured files to support data entry into tax software.
Running entity election scenarios and creating summaries to show potential tax savings.
Generating newsletters and social media posts tailored for a tax practice.
Best For
Integrations
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.
FAQ
It uses the IRS website, Federal Tax Code, official websites and codes for all 50 states, and technical documentation for major tax software.
Yes, plans range from $29/month for 20 messages up to $199/month for unlimited messages, with rollover available for message-based plans.
Interactions are encrypted and the platform is building toward SOC-2 compliance.
Yes, it can draft professional responses to notices such as CP2000 and CP2501 using IRS citations.
Source category: Finance & Accounting
Source subcategory: Tax Software
