Shypd.aiThe largest open index of AI toolsCPA Pilot is an AI tax assistant that helps CPAs and EAs automate tax planning, research, and client communication. It analyzes tax returns, answers technical tax questions with citations, and generates client-ready deliverables.
Trending
About
CPA Pilot is an AI-powered tax assistant designed for Certified Public Accountants (CPAs), Enrolled Agents (EAs), and tax firms in the U.S. It streamlines tax planning, research, and workflow automation by using AI agents to analyze tax returns, identify strategies, and perform various tasks. The tool provides authoritative answers to complex tax questions with IRS and state citations, automates data extraction from documents, and drafts client-ready communications like emails and IRS responses. CPA Pilot aims to help tax professionals generate more revenue, prepare returns faster, and improve client relationships by reducing manual work and enhancing efficiency.
Capabilities
Pricing & Plans
Paid · Usage-based
Not publicly disclosed. Check cpapilot.com for current pricing.
FAQs
