CPA Pilot
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AI tax assistant for CPAs and EAs covering return review, research, client emails, projections and planning.
What it does
CPA Pilot is an AI workspace for tax professionals. It reviews uploaded returns for risks, summarizes 1040 and business returns, drafts client emails, runs tax research with citations, builds organizers and projections, and supports year-round advisory work.
How to use: Use CPA Pilot by asking questions related to tax law, client communication, or marketing. The AI will provide answers based on authoritative sources, draft emails, create marketing content, and offer training support.
Core features
Tax return review engine
1040 and business return summaries
Client tax organizer generation
Client email drafting
Tax research with citations
Tax projections and scenario modeling
Entity selection wizard
IRS notice research
Best for
→Reviewing returns before sign-off
→Researching tax questions
→Drafting client email replies
→Running tax projections
→Year-round advisory and planning
Pricing
CPA Pilot 20
$29/mo
CPA Pilot 60
$49/mo
CPA Pilot 150
$119/mo
CPA Pilot Unlimited
$199/mo
Toolspool rankingby monthly traffic
Reviews
Big-picture takes: what it's for and whether it delivers. High-engagement YouTube videos — not sponsored.