CPA Pilot: AI Tax Planning Software for CPAs & Firms

Frequently Asked Questions about CPA Pilot

What is CPA Pilot?

CPA Pilot is an AI-powered software designed specifically for tax professionals like CPAs and tax firms. It helps automate and improve the efficiency of tax planning and research, particularly for 1040 tax scenarios. The platform can draft client emails, generate marketing content, onboard new staff, and provide step-by-step guidance for tax strategies, making the process faster and more accurate. Unlike generic AI tools, CPA Pilot is tailored to the needs of tax practitioners, ensuring access to authoritative sources and real-time updates on IRS and state regulations. It offers features that automate client communication, assist in tax research, and support software integration. Its pricing is usage-based, making it affordable for entire teams. CPA Pilot aims to reduce manual work, increase accuracy, and enhance client service for tax professionals.

Key Features:

• Tax Research
• Client Communication
• Workflow Automation
• Content Generation
• Staff Onboarding
• Real-time Updates
• Secure Document Upload

Who should be using CPA Pilot?

AI Tools such as CPA Pilot is most suitable for Tax Professionals, CPAs, Tax Advisors, Enrolled Agents & Accounting Firms.

What type of AI Tool CPA Pilot is categorised as?

Awesome AI Tools categorised CPA Pilot under:

• Content Generation AI
• Machine Learning AI

How can CPA Pilot AI Tool help me?

This AI tool is mainly made to tax planning and research automation. Also, CPA Pilot can handle research tax laws, draft client emails, generate reports, automate workflows & onboard staff for you.

What CPA Pilot can do for you:

• Research Tax Laws
• Draft Client Emails
• Generate Reports
• Automate Workflows
• Onboard Staff

Common Use Cases for CPA Pilot

• Automate tax research and generate reports for clients.
• Draft personalized client emails to improve communication.
• Streamline tax planning workflows for faster service.
• Generate marketing content to attract clients.
• Onboard new staff with AI-generated SOPs.

How to Use CPA Pilot

CPAs and tax professionals can access CPA Pilot through its online platform, where they can input specific tax scenarios, ask questions, automate client communication, generate reports, and use automation tools to streamline tax planning and research tasks.

What CPA Pilot Replaces

CPA Pilot modernizes and automates traditional processes:

• Manual tax research and lookup processes.
• Time-consuming client email drafting.
• Traditional client onboarding methods.
• Manual creation of marketing content.
• Previous manual tax planning analysis.

CPA Pilot Pricing

CPA Pilot offers flexible pricing plans:

• 20 messages: $20
• 60 messages: $49
• 150 messages: $99
• Unlimited: $120

Additional FAQs

How does CPA Pilot improve accuracy?

It provides sourced, authoritative, and real-time updates on IRS and state tax rules, reducing errors.

Can multiple team members use CPA Pilot?

Yes, the usage-based pricing allows entire teams to access the platform.

Is there a free trial?

Yes, a 7-day free trial is available.

Discover AI Tools by Tasks

Explore these AI capabilities that CPA Pilot excels at:

• tax planning and research automation
• research tax laws
• draft client emails
• generate reports
• automate workflows
• onboard staff

AI Tool Categories

CPA Pilot belongs to these specialized AI tool categories:

• Content Generation
• Machine Learning

Getting Started with CPA Pilot

Ready to try CPA Pilot? This AI tool is designed to help you tax planning and research automation efficiently. Visit the official website to get started and explore all the features CPA Pilot has to offer.