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CPA Pilot

Website LinkedIn

Last updated on

Company health

Employee growth
91% increase in the last year

Ratings

G2
5.0/5
(1)

CPA Pilot description

CPA Pilot is an AI assistant designed specifically for tax professionals. It uses the latest AI technology and authoritative sources, including tax codes and IRS publications, to provide accurate and up-to-date tax information. You can use CPA Pilot to research complex tax scenarios, get instant technical support for tax software, and even automate client communications like emails and newsletters. CPA Pilot aims to save you time and increase efficiency by handling tasks that traditionally require extensive research or manual effort.


Who is CPA Pilot best for

CPA Pilot is an AI-powered assistant designed for tax professionals in small to medium-sized firms. It leverages AI and authoritative sources to provide accurate tax information, automate client communications, and streamline workflows. It offers various pricing plans based on message volume and includes a free trial.

  • Best for small to medium-sized businesses (1-100 employees) or medium businesses (101-1000 employees).

  • Ideal for CPAs and EAs in finance, banking, insurance, and legal sectors.


CPA Pilot features

Supported

CPA Pilot helps tax professionals handle their workload efficiently, saving them valuable time. It's designed to make tax work less overwhelming and more manageable.

Supported

CPA Pilot acts as a virtual coworker for tax professionals, allowing them to interact with it conversationally to get their tax work done.

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CPA Pilot excels in calculations, ensuring accurate figures for tax work, freeing up professionals from manual calculations and reducing errors.

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CPA Pilot helps automate complex tax scenarios, ensuring compliance and efficiency in handling various tax situations.

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CPA Pilot integrates seamlessly with existing tax software, enhancing productivity without disrupting established workflows.

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CPA Pilot assists tax professionals in staying compliant with regulations, reducing risks associated with non-compliance.

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With CPA Pilot, tax professionals can easily find and apply relevant tax regulations, saving time and ensuring accuracy in their work.


CPA Pilot pricing

The commentary is based on 1 reviews from CPA Pilot TrustPilot reviews.

CPA Pilot's pricing is not discussed in the available reviews. Therefore, I cannot provide pricing details. Contact the vendor directly to obtain current pricing information for CPA Pilot.

See the CPA Pilot pricing page.

  • CPA Pilot has a free trial.

CPA Pilot 20
$200

20 messages/month. Unlimited Devices

CPA Pilot 60
$499

60 messages/month. Unlimited Devices

CPA Pilot 150
$999

150 messages/month. Unlimited Devices

CPA Pilot Unlimited
$1200

Unlimited messages Limited to 3 Devices


CPA Pilot alternatives

  • Logo of LawCyborg
    LawCyborg
    AI-powered tax research and drafting for New Zealand pros.
    Read more
  • Logo of Keeper
    Keeper
    Finds hidden tax deductions for freelancers, maximizing savings.
    Read more
  • Logo of nexlaw
    nexlaw
    AI legal assistant for faster research, drafting, and insights.
    Read more
  • Logo of UltraTax CS
    UltraTax CS
    Professional tax prep software streamlining firm workflows.
    Read more
  • Logo of SurePrep
    SurePrep
    Automated tax prep and delivery for modern accounting firms.
    Read more
  • Logo of Zocks
    Zocks
    AI meeting assistant for advisors, automating notes and follow-ups.
    Read more

CPA Pilot FAQ

  • What is CPA Pilot and what does CPA Pilot do?

    CPA Pilot is an AI-powered assistant for tax professionals. It leverages AI and authoritative sources to offer up-to-date tax information, research complex scenarios, automate client communications, and provide technical support for tax software, ultimately saving time and boosting efficiency.

  • How does CPA Pilot integrate with other tools?

    CPA Pilot integrates seamlessly with existing tax software, enhancing productivity without disrupting established workflows. This integration allows tax professionals to leverage CPA Pilot's AI capabilities within their familiar software environment.

  • What the main competitors of CPA Pilot?

    Alternatives to CPA Pilot include UltraTax CS for professional tax preparation, Gelt for AI-powered tax advisory, and Keeper for finding hidden deductions. Other competitors like LawCyborg and nexlaw offer AI assistance for legal professionals.

  • Is CPA Pilot legit?

    CPA Pilot appears to be a legitimate AI assistant for tax professionals. It integrates with tax software and automates tasks, offering various pricing plans. User reviews are limited, but initial ratings are positive.

  • How much does CPA Pilot cost?

    CPA Pilot offers flexible pricing plans based on message volume. The plans range from $200/month for 20 messages to $1200/month for unlimited messages. A 7-day free trial is available to help determine if the product is worth it for your needs.

  • Is CPA Pilot customer service good?

    There are no reviews available to assess CPA Pilot's customer service. Therefore, no conclusions can be drawn about the quality of their support.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.