CPA Pilot

What it does

Tax accountants are always stretched thin and expected to be available 24/7 and know everything about tax laws. CPA Pilot allows tax accountant to 10X their practice. It’s ChatGPT for tax accountants and automates research, client communication and marketing.

CPA Pilot The #1 AI Tax Assistant built for CPAs, EAs & Tax firms in U.S. Automate your tax planning, tax research, emails & workflows. Improve client relationship.

Upload tax returns, review risks, draft client emails, generate organizers, run projections, research tax issues, and create client-ready tax planning reports — from one CPA-focused AI workspace. Upload returns and supporting documents to flag review issues, risks, and inconsistencies before partner sign-off. Generate a client-ready summary from an uploaded individual tax return. Clear, professional, and fast. Summarize business tax returns into clearer review and client communication notes. Works for 1120, 1120-S, and 1065. Turn a prior return into a tax organizer with document requests and client questions. Ready to send in minutes. Paste a client email and get a researched, professional…from cpapilot.com

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