CPA Pilot

What it does

CPA Pilot is an AI-powered assistant designed for tax professionals. It automates tax research, client communication, marketing content creation, and staff training. It helps tax professionals save time, reduce stress, and grow their practice.

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

• ✦AI-powered tax research
• ✦Automated client communication
• ✦Marketing content creation
• ✦Staff training support
• ✦Team collaboration tools
• ✦Access to state-level tax resources
• ✦Federal tax code access
• ✦Access to court cases/precedents

Use cases

• →Responding to client queries with accurate tax information
• →Automating email responses to clients
• →Creating marketing newsletters and social media content
• →Providing instant training to staff on tax topics and software
• →Ensuring payroll and 1099 compliance
• →Quick reference during client calls