CPA Pilot

What is CPA Pilot?

CPA Pilot is a specialized AI assistant designed exclusively for tax accountants and professionals. It leverages advanced AI, including GPT-4 technology, to streamline complex tax research, automate client communications, and generate marketing content. By integrating authoritative tax codes and resources from all 50 states, CPA Pilot delivers highly accurate, reliable answers that outperform general AI chatbots. It helps users save significant time, reduce errors, and grow their practice by automating repetitive tasks and providing instant technical support.

Key Features

• Tax-Specific AI Research

  Access precise, up-to-date tax law information, IRS forms, publications, and state regulations with AI trained specifically for tax professionals.

• Automated Client Communication

  Quickly draft detailed client emails, instructional letters, and responses to common tax questions, improving client satisfaction and reducing workload.

• Marketing Content Generation

  Create niche-targeted newsletters, social media posts, and marketing materials to attract and retain clients effortlessly.

• Instant Technical Support

  Receive immediate assistance with tax software and tax-related queries, minimizing downtime and the need for external support.

• High Accuracy with Authoritative Sources

  Delivers answers with up to 95% accuracy by relying solely on verified tax codes and official publications, reducing AI hallucinations.

• Flexible Subscription Plans

  Affordable pricing tiers with message rollovers and team sharing options to fit solo practitioners and growing firms.

Use Cases

• Tax Research and Analysis : Perform complex tax research quickly to provide clients with accurate advice on federal and state tax matters.
• Client Communication Automation : Automate routine client emails and explanations, freeing up time to focus on personalized tax planning.
• Practice Marketing : Generate engaging marketing content that targets specific tax niches to grow your client base.
• Staff Training and Support : Use CPA Pilot to train staff on tax topics and software without external resources.
• Compliance and Payroll Assistance : Ensure payroll and 1099 compliance with quick, accurate AI guidance.

FAQs