Julie, UT
I’m using CPA Pilot to ensure payroll and 1099 compliance.
Mike, NY
I’ve tested CPA Pilot with 15-20 questions and it’s been spot on.
Claire, MI
This is great! It’s much more accurate than the other chat tools.
Randall, NY
Thanks for building this! It’s been much needed
Forrest, NY
Client Helper will reduce client requests by 50%
Anil, CA
CPA Pilot is amazing!
Steve, NJ
I will talk to anybody to vouch for the quality of CPA Pilot
Eduard, IL
At this price this is a no brainer
Larry, WA
I’m going to be a customer for life…
Partnerships with Industry Leading Organizations
EAs, CPAs and Tax Attorneys love us as much as we love them. See why:
5 Experts in 1 Chatbot
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``
People trust us
Trusted by Over 1,000 of Accountants to be their AI Tax Assistant
Trustpilot
Plan & Pricing Options
Start Automating Now
The average user uses 100 messages per month during tax season and 50 messages per month during off peak months
CPA Pilot 20
For Light Users
CPA Pilot 60
For Average Users
CPA Pilot 150
For Power Users
CPA Pilot Unlimited
For Power Users
Why choose CPA Pilot?
Save Time
“Research, Learn and Communicate Faster”
Happier Clients
“Better and Faster Client Communication “
Increase Revenue
“Automate Marketing Content Creation”
Let's explore the possibilities together.
Smart, Convenient and Low Cost
24/7 365 days and never gets tired. We trained CPA Pilot to give high quality advice.
Never out of date
We update CPA Pilot’s knowledge regularly with authoritative sources so it gives you the best answers. Premium includes most state and federal tax codes.
Better than ChatGPT
Because we gave our CPA Pilot access to the authoritative resources, it is really great at explaining technical and complicated tax situations. Making it the best client communicator and assistant.
Make better strategic decisions
CPA Pilot has the entire tax code at its finger tips so you can identify the best strategic decisions for your clients. Tax planning becomes really interesting. We’re building more here. Be sure to subscribe so we can keep you in the loop!
Frequently Asked Questions
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 [email protected] 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.
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:
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Powered by GPT-4: Leverage the intelligence of GPT-4 for smarter, more insightful tax guidance beyond the basic CPA Pilot offering.
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Precision Answers: Get the most precise and detailed explanations to intricate tax inquiries.
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Advanced Research Capability: Tackle the most complex tax scenarios with our comprehensive research tools.
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Optimized for Tax Experts: A tool designed specifically to augment the workflow of Tax Accountants.
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Content Creation Simplified: Easily produce engaging newsletters and social media posts tailored for tax professionals.
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Tailored Tax Research: Conduct in-depth research on nuanced IRS and Tax Code issues swiftly and effectively.
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Custom Tax Strategies: Generate bespoke tax plans and strategies that align with individual client needs.”
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Effortless Access to Authoritative Tax Resources: Navigate tax complexities with instant access to official IRS forms, publications, and articles.
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Streamlined Tax Communication: Craft comprehensive emails addressing intricate tax matters within moments.
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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.
