CPA Pilot

CPA Pilot is an AI-powered tax planning assistant that automates essential tasks for tax professionals. It streamlines 1040 research, drafts client emails, generates marketing content, and assists with staff onboarding. The system integrates with tax workflows by accessing IRS and state tax sources to provide insights for complex scenarios and client questions. Built specifically for tax professionals, CPA Pilot sources answers from tax codes, forms, and publications. The platform includes features for tax research, client communication, marketing automation, staff training, and support for tax software platforms including Drake and UltraTax. The system utilizes a message-based structure with rollover capabilities, allowing unused messages to accumulate month-to-month. CPA Pilot helps tax professionals save time on repetitive tasks while maintaining accuracy in their work.