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.
What Can You Do With CPA Pilot?
10 built-in AI workflows designed for tax professionals
Tax Return Review Engine
Upload returns and supporting documents to flag review issues, risks, and inconsistencies before partner sign-off.
Learn more →1040 Tax Return Summary
Generate a client-ready summary from an uploaded individual tax return. Clear, professional, and fast.
Learn more →Corporate Tax Return Summary
Summarize business tax returns into clearer review and client communication notes. Works for 1120, 1120-S, and 1065.
Learn more →Client Tax Organizer
Turn a prior return into a tax organizer with document requests and client questions. Ready to send in minutes.
Learn more →Draft Client Email Reply
Paste a client email and get a researched, professional response draft. Reduce reply time and back-and-forth.
Learn more →Tax Research
Ask federal or state tax questions and get structured research support — with relevant code sections and citations.
Learn more →Tax Plan
Generate long-term tax planning ideas and client-facing planning notes. Structured for advisory conversations.
Learn more →Tax Projections
Model tax impact from income, entity, deduction, or planning changes. Run scenarios for any client situation.
Learn more →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 →Tax Software Import Assistant
Map uploaded PDF, Excel, or CSV data into tax software-ready fields and flag import issues before data entry.
Learn more →Tax season may end, but CPA work does not.
CPA Pilot supports filing-season review, extension work, IRS notice research, tax projections, client email replies, entity planning, and year-end advisory workflows.
| 🗓 During Tax Season | 📅 After Tax Season |
|---|---|
| 1040 summaries and return prep | IRS notice research and response |
| Return review QA before sign-off | Entity planning and S-Corp analysis |
| Client organizer generation | Year-end tax planning reports |
| Draft client email replies | Tax projections and scenario modeling |
| Tax software import assistance | Staff training and research support |
| Corporate return summaries | Client advisory emails and planning notes |