CPA Pilot: AI Tax Research & Assistant for CPAs

CPA Pilot is an AI-powered copilot purpose-built for tax accountants, CPAs, EAs, and tax attorneys. Rather than relying on general-purpose chatbots, it taps into authoritative sources—federal tax code, all 50 states' tax codes, IRS and state forms/instructions/publications, court case precedents, and software documentation for platforms like Drake, Lacerte, UltraTax, ProSeries, ProConnect, and QuickBooks Online—to deliver accurate, citation-backed answers to complex tax questions. Beyond research, CPA Pilot functions as a full practice assistant: it drafts client emails, generates marketing newsletters and social content, and provides on-demand staff training on tax topics and software workflows. This makes it useful not just for answering technical questions but for reducing the administrative load that eats into billable hours during busy season. Designed to scale from solo practitioners to national firms, CPA Pilot includes team collaboration features and tiered message-based pricing, letting firms match their subscription to actual usage volume. The goal is to help tax professionals cut research time, reduce burnout, and free up capacity to grow their client base.

Simply type a question into CPA Pilot related to tax law, client communication, or marketing. The AI searches authoritative federal and state tax sources, court precedents, and software documentation to generate an answer. You can also ask it to draft client emails, write marketing newsletters or social posts, or walk staff through a tax topic or software workflow. Each interaction uses one message from your monthly or annual allotment, and unused messages roll over as long as your subscription stays active.