CPA Pilot
AI tax planning assistant built exclusively for CPAs and enrolled agents
About CPA Pilot
CPA Pilot is built exclusively for CPAs and enrolled agents, combining AI-powered tax research, planning assistance, and workflow management in a single platform. Unlike general AI tools that require prompting expertise, CPA Pilot embeds tax-specific knowledge into its interface, allowing practitioners to query complex scenarios using natural professional language. The platform draws on tax code, regulations, and case law to provide research-backed answers with citations — a critical feature for professionals who need to defend their positions. The planning module helps CPAs model different tax strategies for clients, comparing outcomes across scenarios with the underlying calculations visible for review. Workflow management features handle engagement tracking, deadline management, and client communication. For solo CPAs and small firms, CPA Pilot consolidates tools that would otherwise require separate subscriptions to research databases, planning software, and practice management platforms. The focused design means every feature is relevant to tax practitioners, eliminating the clutter of general-purpose tools. However, the platform's exclusivity to tax work means firms with significant audit, assurance, or advisory practices will need complementary tools for those service lines.
Best for
Solo CPAs and firms wanting unified tax research, planning, and workflow support
Pros & Cons
Pros
- Tax research with citations provides defensible positions.
- Built-in planning module models and compares tax strategies.
- Designed exclusively for CPAs — every feature is relevant.
- Consolidates research, planning, and workflow in one platform.
Cons
- Exclusively tax-focused — no support for audit or advisory services.
- Newer platform still building its research database depth.
- Solo practitioners may not need all features included.
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