CPA Pilot
CPA Pilot is a tax software that automates research, communication, and content creation for CPAs, Enrolled Agents, and tax firms.
What is 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.
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FAQ
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.
CPA Pilot belongs to the Chatbot category.
CPA Pilot offers features such as AI/Machine Learning, Automated Responses, Chatbot, Natural Language Processing.
No, CPA Pilot does not offer a free trial.
Pricing
Starting at:
USD 19/per month
Free Trial Available
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