CPA Pilot

CPA Pilot is an AI assistant built specifically for tax professionals, including CPAs and Enrolled Agents. It functions as a digital tax associate, automating core tasks like tax research, planning, and client communication. The tool is designed to help professionals work faster by providing instant answers to complex tax questions, generating client emails, and creating workflow templates, all while focusing on the U.S. tax code.

What sets CPA Pilot apart is its focus on accuracy and verifiability for the tax domain. It provides answers backed by citations to relevant IRS codes and regulations, which is crucial for compliance and client trust. Unlike generic AI chatbots, it requires no prompt engineering to get tax-accurate, properly formatted results. The platform also includes agentic AI features that can execute multi-step workflows, such as training junior staff using Standard Operating Procedures (SOPs).

This tool is a significant time-saver for tax professionals overwhelmed by research and client inquiries. It's ideal for solo practitioners and firms looking to scale their operations without proportionally increasing overhead. A tax advisor could use it to quickly draft a memo on a niche deduction for a client or automate responses to common filing season questions, saving hours each week and improving client service consistency.