CPA Pilot is an AI tax assistant for U.S. Certified Public Accountants (CPAs), Enrolled Agents (EAs), and tax firms, positioned as a CPA-centric all-in-one AI workspace.
Purpose CPA Pilot is designed to help tax professionals automate tasks such as tax research, client communication, and marketing. It covers workflows including tax season review, extension work, IRS notice research, tax projections, client email replies, entity planning, and year-end consulting.
Key Capabilities CPA Pilot provides 10 built-in AI workflows designed specifically for tax professionals:
- Tax Return Review Engine: Upload returns and supporting documents to flag review issues, risks, and inconsistencies before partner sign-off.
- 1040 Tax Return Summary: Generate client-ready summaries from uploaded individual tax returns, clear, professional, and fast.
- Business Tax Return Summary: Summarize business tax returns into clearer review and client communication notes, supporting 1120, 1120-S, and 1065.
- Client Tax Organizer: Turn last year's return into a tax organizer, including document requests and client questions, ready to send in minutes.
- Draft Client Email Replies: Paste a client email to get a researched and professional reply draft, reducing response time and back-and-forth.
- Tax Research: Ask federal or state tax questions to get structured research support with relevant code sections and citations.
- Tax Planning: Generate long-term tax planning ideas and client-facing planning notes, providing structured support for advisory conversations.
- Tax Projections: Simulate tax impact based on income, entity, deduction, or planning changes, and run scenario analysis for any client situation.
- Entity Selection Wizard: Compare Schedule C, LLC, S-Corp, and C-Corp options based on the client's situation, and output a structured comparison.
- Tax Software Import Assistant: Map uploaded PDF, Excel, or CSV data to tax software-ready fields, and flag import issues before data entry.
How to Use Users can upload tax returns and related documents within a unified AI workspace, then invoke the various AI workflows described above. For example: upload returns for review or to generate summaries; paste client emails to generate reply drafts; enter tax questions for federal or state tax research; run tax projections by entering parameters such as income, entity, and deductions; upload PDF, Excel, or CSV files for data mapping.
Use Cases CPA Pilot is suitablefor tax season return review, extension processing, IRS notice research, tax projections, client email replies, entity planning, and year-end consulting, among other tasks. Its promotional materials state that it is aimed at U.S. CPAs, EAs, and tax firms, and can automate tax planning, tax research, emails, and workflows, and improve client relationships.
Limitations Current materials do not provide information on pricing, free trials, supported languages, platform compatibility, data security and privacy policies, specific names of integrated tax software, accuracy, or effectiveness, and none is currently provided.
