CPA Pilot
AI tax assistant that automates research, client communication and marketing for tax accountants.
Freemium
- Website
- cpapilot.com
- Category
- Chatbot › AI Chatbot
- Pricing
- Freemium
- Platforms
- website
Generate long-term tax planning ideas and client-facing planning notes. Structured for advisory conversations. | 🧮 Tax Projections Model tax impact from income, entity, deduction, or planning changes. Run scenarios for any client situation. Learn more → | Model tax impact from income, entity, deduction, or planning changes. Run scenarios for any client situation. | ⚖️ Entity Selection Wizard Compare Schedule C, LLC, S-Corp, and C-Corp options based on a client situation — with a structured comparison output. Learn more → | Compare Schedule C, LLC, S-Corp, and C-Corp options based on a client…
About CPA Pilot
CPA Pilot The #1 AI Tax Assistant built for CPAs, EAs & Tax firms in U.S. Automate your tax planning, tax research, emails & workflows. Improve client relationship. AI Tax Assistant for CPAs, EAs, and Tax Firms Upload tax returns, review risks, draft client emails, generate organizers, run projections, research tax issues, and create client-ready tax planning reports — from one CPA-focused AI workspace. 10 built-in AI workflows designed for tax professionals Upload returns and supporting documents to flag review issues, risks, and inconsistencies before partner sign-off. Generate a client-ready summary from an uploaded individual tax return. Clear, professional, and fast.
Features
Tax Return Review
AI Tax Return Summary
Client Tax Organizer
AI Email Assistant
Tax Research Assistant
AI Tax Projections
Tax Plan Generator
Entity Selection
Use cases
Tax accountants conducting tax research
Automating client communication
Tax planning
Handling complex tax situations
Screenshots
