Say goodbye to the endless & overwhelming workload!

CPA Pilot is an AI Assistant that helps all tax professionals do tax work at the level of a 20 year pro.

Whether you are a Solo or National Firm, you and your tax accountants can save 10 hours/week per and it's as easy as talking to it like a coworker.

Start Free Trial Now
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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

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

Product Comparison

  • Provides answers as good as a tax attorney
  • Scored 98% on the IRS Annual Filing Season Program AFSP
  • CPE questions 95% correct while ChatGPT got 55%

CPA Pilot uses the world's best AI model. The same as ChatGPT. This gives the best results for tax accountants. The results speak for themselves:

AI Model Comparison Table
Feature/Aspect CPA Pilot ChatGPT (General) FlyFin TaxGPT ZeroTax AI Taxly.ai TruePrep Blue J Tax
AI Model OpenAI GPT-4.0 (Focused on tax firm tasks) OpenAI GPT-4.0 (General model) OpenAI (deduction-focused) Llama Unknown Unknown (deduction-focused) OpenAI and Claude Unknown
Target Audience Tax Firms from Solo to National General-purpose users Freelancers, self-employed individuals Individuals, businesses, professionals General taxpayers Self-employed, small businesses Tax firms, CPAs Tax professionals, legal experts
Tax Research Accuracy 95%+ (authoritative sources) Moderate (open-web search) Limited (deduction-focused) Moderate (general tax tasks) Limited Moderate (deduction-focused) High High (90% predictive accuracy)
Client Communication Automation Yes (customized email responses) No (manual responses) No No No No Yes Yes
Marketing Content Creation Yes No No No No No No No
Staff Training Support Yes No No No No No No No
Team Collaboration Tools Yes No No No No No No Yes
State-Level Tax Resources Yes (authoritative and up-to-date) No (internet-reliant) No Limited No No Yes Yes
Federal Tax Code Access Yes (real-time authoritative updates) No (open-web reliance) Limited Limited Limited Limited Yes Yes
Access to Court Cases/Precedents Yes No No No No No Yes Yes
Pricing $20 (20 messages)/$49 (60 messages)/$99 (150 messages)/$120 (unlimited) $20/month (Pro plan) $7–$30 ~$999/year Freemium (specific pricing unavailable) Varies $80–$99/user/month $2,495/year per license
Free Trial Yes (7-day) No Yes (7-day) Not specified Yes Yes Yes Not specified

People trust us

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

Trustpilot

Designed for the Seasonal Tax Business

Plans start at just $20/month/user with rollover messages and annual plan perks to keep your costs low year-round. For just $499/year, you are given 720 messages with CPA Pilot 60 to use them whenever you'd like and share with your entire team. All message based plans also accrue unused messages month to month and never expire as long as you have an active subscription.
Billed Monthly Billed Yearly
CPA Pilot 20
$20 $200
/mo/yr
20 messages/month
For Light Users
7-Day Free Trial with 20 messages

Users without any paid or free plans are eligible for a 7-day free trial with this plan, which includes 20 messages.

Unlimited Devices

Great for sharing across teams

Rollover Messages

Unused messages never expire, as long as you have an active subscription.

Annual Plan: 240 Messages Upfront

Use your messages whenever you'd like

Purchase Now
CPA Pilot 60
$49 $499
/mo/yr
60 messages/month
For Average Users
7-Day Free Trial with 20 messages

Users without any paid or free plans are eligible for a 7-day free trial with this plan, which includes 20 messages.

Unlimited Devices

Great for sharing across teams

Rollover Messages

Unused messages never expire, as long as you have an active subscription.

Annual Plan: 720 Messages Upfront

Use your messages whenever you'd like

Purchase Now
CPA Pilot 150
$99 $999
/mo/yr
150 messages/month
For Power Users
7-Day Free Trial with 20 messages

Users without any paid or free plans are eligible for a 7-day free trial with this plan, which includes 20 messages.

Unlimited Devices

Great for sharing across teams

Rollover Messages

Unused messages never expire, as long as you have an active subscription.

Annual Plan: 1800 Messages Upfront

Use your messages whenever you'd like

Purchase Now
CPA Pilot Unlimited
$120 $1200
/mo/yr
Unlimited messages
For Power Users
7-Day Free Trial with 20 messages

Users without any paid or free plans are eligible for a 7-day free trial with this plan, which includes 20 messages.

Limited to 3 Devices

Meant for Individual Use

Purchase Now

  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

  Sources include support documentation for most tax software for instant tech support answers and tax preparation automation

 

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 [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.

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.