About
CPA Pilot is an AI tax planning assistant built exclusively for accounting professionals. More than just software, it acts like a digital tax advisor —helping CPAs, Enrolled Agents, and tax firms automate research, streamline workflows, and deliver higher-value client services.
With CPA Pilot, firms can:
Save hours every week by automating 1040 research and tax planning tasks.
Improve accuracy & compliance with AI-driven deduction discovery and IRS/state rule integration.
Enhance client relationships through automated client-ready emails, insights, and proactive tax strategies.
Scale their practice by onboarding new staff faster and reducing tax season stress.
Whether you’re a solo CPA, part of a growing tax practice, or managing complex client portfolios, CPA Pilot makes tax preparation faster, smarter, and stress-free—so you can focus on advisory, not paperwork.