CPA Pilot

CPA Pilot is presented as a CPA-focused AI workspace where tax professionals can upload tax returns, review risks, draft client emails, generate organizers, run projections, research tax issues, and create client-ready tax planning reports. The page states it offers 10 built-in AI workflows with tax-specific instructions and checks, positions itself as an alternative to general-purpose AI such as ChatGPT, and says the CPA stays in control of final professional judgment. The page lists 6,000+ tax pros and 500,000+ questions answered, and describes year-round uses spanning filing season and after filing season.

Key features

• Tax Return Review Engine that flags review issues, risks, and inconsistencies from uploaded returns and supporting documents
• 1040 Tax Return Summary generation from uploaded individual returns
• Corporate Tax Return Summary for 1120, 1120-S, and 1065 returns
• Client Tax Organizer generation with document requests and client questions based on a prior return
• Draft Client Email Reply from a pasted client email
• Tax Research with federal or state tax question support, including relevant code sections and citations
• Tax Plan generation with long-term planning ideas and client-facing planning notes
• Tax Projections to model tax impact from income, entity, deduction, or planning changes
• Entity Selection Wizard comparing Schedule C, LLC, S-Corp, and C-Corp options
• Tax Software Import Assistant that maps uploaded PDF, Excel, or CSV data into tax software-ready fields and flags import issues
• Built-in structured workflows with tax-specific instructions, checks, and output requirements

Best suited for

• CPAs
• Enrolled Agents (EAs)
• Tax firms in the U.S.
• Tax professionals handling return review and sign-off
• Tax professionals preparing client advisory emails and planning notes
• Tax professionals researching IRS notices and tax issues

Pricing

From $29/mo starting price, as stated on the page; a credit card is required for the free trial and it can be cancelled anytime. Other plan details such as Team Plans are referenced but not detailed on the page.