Pooled AI tax workflow access for your firm.
Invite your team, centralize billing, and give staff access to CPA Pilot workflows with monthly per-member pricing that discounts automatically as your seat count grows.
Billed annually — pay upfront and save.
Team CPA Pilot 20
For firms that need light monthly usage across preparers, reviewers, and admins.
≈ $24.92/mo per member
20 messages per member per month. 240 messages upfront annually.
| 1–2 members | $299/member/yr |
| 3–7 members | $248.67/member/yr |
| 8–29 members | $225.35/member/yr |
| 30+ members | $213.49/member/yr |
Team CPA Pilot 60
For firms with steady research, review, notices, organizer, and client communication work.
≈ $49/mo per member
60 messages per member per month. 720 messages upfront annually.
| 1–2 members | $588/member/yr |
| 3–7 members | $476/member/yr |
| 8–29 members | $452.20/member/yr |
| 30+ members | $428.40/member/yr |
Team CPA Pilot 150
For high-volume teams standardizing CPA Pilot across daily tax workflow operations.
≈ $99/mo per member
150 messages per member per month. 1,800 messages upfront annually.
| 1–2 members | $1,188/member/yr |
| 3–7 members | $1,130.50/member/yr |
| 8–29 members | $1,130.50/member/yr |
| 30+ members | $1,071/member/yr |
Team CPA Pilot Unlimited
For power users who need unlimited AI tax workflow access with no daily caps.
≈ $166.58/mo per member
Unlimited messages per member. Volume pricing starts at 3 members.
| 1–2 members | $1,999/member/yr |
| 3–7 members | $1,890.50/member/yr |
| 8–29 members | $1,890.50/member/yr |
| 30+ members | $1,791/member/yr |
Monthly seat-tier pricing applies to teams of 3 or more. One- and two-member teams use the base per-member monthly price.
One firm workspace, shared usage, fewer pricing surprises.
Team plans are built for seasonal workload spikes and shared staff workflows.
Invite staff
Give preparers, reviewers, and firm admins access under one workspace.
Pool messages
Use a shared message bank across return review, research, organizers, planning, and client emails.
Control billing
Centralize subscription management and keep firm usage visible through one account.