10X your Revenue Save 5+ hours a weekAutomate Tax ResearchAutomate Marketing ContentAutomate Client EmailsImprove Staff Work QualityOnboard Clients Faster

CPA Pilot is an AI chatbot that helps all tax professionals do tax work at the level of a 20 year pro.
You talk to it like a coworker and it helps you get the job done!
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5 Experts in 1 Chatbot

  • Tax Research & Strategy
  • Client Communications (emails)
  • Marketing (in any language)
  • Training
  • Tax Software Support
Work faster without frustration

Us VS Them

CPA Pilot is better than ChatGPT for tax accountants and provides answers ``as good as a tax attorney``

CPA Pilot
  • Built for Tax Accountants
  • Updated at least monthly
  • Up to 95% accurate
  • More than just research
  • Only uses authoritative data sources a tax pro should rely on
ChatGPT
  • Out of date – Updated April 2023
  • Not as accurate
  • Doesn’t always rely on authoritative data sources
  • General purpose so it isn’t refined for your needs

People trust us

Trusted by Over 1,000 of Accountants to be their AI Tax Assistant

Trustpilot

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Choose the plan that’s right for your business.
  Try risk-free! If you’re not satisfied, get a full refund within the first 7 days.

  Only answers from vetted authoritative sources. Answers include the sources used to answer your questions

  Uses GPT-4o the best AI available

  Includes support documentation for most tax software for instant tech support answers
Free Plan
7 day free trial with 20 messages
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Billed Monthly Billed Yearly
CPA Pilot 60
$49 $499
/mo/yr
60 messages/month
Purchase Now
Pay As You Go
Great for teams.
Pay only for what you use.
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CPA Pilot 150
$99 $999
/mo/yr
150 messages/month
Purchase Now

Why choose CPA Pilot?

Save Time

“Research, Learn and Communicate Faster”

Happier Clients

“Better and Faster Client Communication “

Increase Revenue

“Automate Marketing Content Creation”

CPA Pilot FAQ

Frequently Asked Questions

CPA Pilot

Benefits and Features

Here’s why you need it:

  • Do work in seconds that used to take hours
    Navigate tax complexities with instant access to IRS and State forms, publications, articles, and tax code. We cite the sources used in each answer so you can have greater confidence in the answer and verify it more easily.

  • Instant Technical Support
    Get immediate help with your tax software from CPA Pilot instead of calling customer support or spending hours looking for the answer online.

  • Powered by GPT-4o
    Leverages the smartest AI, for the most insightful tax guidance beyond basic offerings.

  • Outperform ChatGPT for Tax Professionals
    When tested by users CPA Pilot got 99% and ChatGPT got 55% answer correct.

  • Tailored for Tax Experts
    Tackle complex scenarios, conduct nuanced research, and generate custom tax strategies. Save Time and Boost

  • Client Satisfaction
    Automate time-consuming tasks like tax research, client communication, and content creation.

  • Streamline Client Communication
    Craft detailed emails and explanations in moments, enhancing client satisfaction.

  • Boost Your Marketing
    Easily create engaging newsletters and social media content for your tax practice.

  • Available 24/7
    Get instant answers and assistance whenever you need it.

What authoritative sources does CPA Pilot use?

  • IRS Website
  • Federal Tax Code
  • State Tax Code for all 50 states
  • IRS Form Instructions and Publications
  • Forms, Instructions and Publications for:
    • CA
    • TX
    • NY
    • NJ
    • PA
    • MD
    • DC
    • FL
  • Support Documentation for:
    • Drake
    • Lacerte
    • UltraTax
    • ProSeries
    • ProConnect
    • QuickBooks Online

For instant access to technical support so you don’t have to search online or call customer support.

Is CPA Pilot ever wrong?

All current AI tools using Large Language Models, like ChatGPT hallucinate meaning they will get answers wrong sometimes. Even the best AI have a high error rate. We go above and beyond to minimize these errors.

A user of CPA Pilot tested CPA Pilot and ChatGPT on questions from a CPE course. ChatGPT got 55% correct and CPA Pilot got 99%.

We tell our AI to only rely on authoritative information to provide you the best possible answer.

On rare occasion, CPA Pilot may give you a wrong answer, because:

  • We may not have a source that provides guidance on the situation you are researching. If this is the case, please email us at support@cpapilot.com so we can add the appropriate source.
  • CPA Pilot misunderstood your questions or request. In this case you can clarify your question or tell it the answer is wrong.
  • CPA Pilot may pull some information from the incorrect year. You will see the source documents are from a different year. You can tell it to pull information from the year related to the situation you are investigating.
  • CPA Pilot sometimes has trouble pulling numbers from documents. We are working to make this better. It is much better at helping you interpret rules than it is for looking deduction amount limits.

What state tax codes are included in CPA Pilot?

CPA Pilot has access to the tax code for all 50 states and most of the webpages, documents, forms, instructions and publications for CA, NY, NJ, PA, MD, DC, FL, TX and IL. We are adding resources to make your job easier on a regular basis.

Feature Comparison

CPA Pilot

Sources:

  • IRS Form Instructions and Publications
  • IRS Website
  • Federal Tax Code
  • State Tax Code for 50 States
  • Webpages, Documents, Forms, Instructions and Publications for CA, NY, NJ, PA, MD, DC, FL, and TX.

Features and Benefits:

  • Powered by GPT-4: Leverage the intelligence of GPT-4 for smarter, more insightful tax guidance beyond the basic CPA Pilot offering.

  • Precision Answers: Get the most precise and detailed explanations to intricate tax inquiries.

  • Advanced Research Capability: Tackle the most complex tax scenarios with our comprehensive research tools.

  • Optimized for Tax Experts: A tool designed specifically to augment the workflow of Tax Accountants.

  • Content Creation Simplified: Easily produce engaging newsletters and social media posts tailored for tax professionals.

  • Tailored Tax Research: Conduct in-depth research on nuanced IRS and Tax Code issues swiftly and effectively.

  • Custom Tax Strategies: Generate bespoke tax plans and strategies that align with individual client needs.”

  • Effortless Access to Authoritative Tax Resources: Navigate tax complexities with instant access to official IRS forms, publications, and articles.

  • Streamlined Tax Communication: Craft comprehensive emails addressing intricate tax matters within moments.

  • Expand Your Insights: Benefit from unlimited character responses for a thorough analysis.

ChatGPT

While we use the same technology, GPT-4, there are some significant differences between ChatGPT and CPA Pilot.

ChatGPT can search the web for your answers. If it does search the web, it will likely take 2-3 minutes to get your answer, but the source may be low quality. This may cause the answer to be wrong.

 

CPA Pilot can get you an accurate answer in less than a minute because it has access to authoritative sources fit for professional use at its fingertips. The difference is like giving CPA Pilot an open book test and ChatGPT trying to recall something it read a while ago.