CPA Pilot is a specialized AI tax assistant built for US CPAs, EAs, and tax firms. It helps reduce repetitive work, speed up tax research, and support more consistent client service.
Tax planning and research support
CPA Pilot focuses on 1040 tax planning and tax research, with an emphasis on verifiable information and clear source links. The “research-first” approach is designed to help teams identify tax-saving strategies while reducing the risk of mistakes.
Email and client workflow automation
The platform helps automate common client communications and key steps in client workflows, so teams can maintain timely, higher-quality outreach without spending hours on manual drafting and follow-ups.
Built for firm-scale work
CPA Pilot is positioned for accuracy and scalability in modern US tax practices. It’s intended to help firms save 10+ hours per week, work up to 10x faster, and improve client relationships through more thoughtful, on-time service.
