Shypd.aiThe largest open index of AI toolsCPA Pilot is an AI tax assistant that helps tax professionals automate tax planning, research, and client communication. It analyzes tax returns, answers technical tax questions with citations, and generates client-ready deliverables.
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About
CPA Pilot is an AI tax assistant designed for CPAs, Enrolled Agents, and tax firms in the U.S. It automates tax planning, tax research, client emails, and workflows to help professionals generate more revenue and prepare returns faster. The tool analyzes tax returns, identifies missed strategies, detects errors, and generates planning opportunities. It provides authoritative answers to tax questions with IRS and state citations, drafts client communications, and converts documents into structured data for tax software. CPA Pilot aims to reduce review time, automate data entry, and streamline various tax-related tasks, allowing firms to scale without increasing headcount.
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Pricing & Plans
Paid · Usage-based
Not publicly disclosed. Check cpapilot.com for current pricing.
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