Shyft Score
Directory quality rating
51/100
Quiet
Our take
The verdict on CPA Pilot
AI-generated
CPA Pilot provides AI-powered tax research and planning, making it ideal for CPAs needing assistance with tax strategies and client communication.
Strengths
- AI-driven tax research assistance
- Scenario planning for tax strategies
- Automated IRS notice response generation
Limitations
- Limited to accounting professionals
- Pricing may be high for small firms
Best for: CPAs needing AI-powered tax research and planning assistance.
Request a demo to evaluate CPA Pilot for your team.
See how CPA Pilot fits your stackAbout
What is CPA Pilot?
AI-powered tax associate for research, planning scenarios, IRS notice responses, and client communication drafts. Like having a junior associate on demand.
Key capabilities
AI-driven tax research assistance
Scenario planning for tax strategies
Automated IRS notice response generation
Client communication draft templates
On-demand access to tax expertise
At a glance
Use cases
What you can do with CPA Pilot
Automate tax return preparation for small business clients
Identify tax deductions and credits to maximize client savings
Generate tax planning strategies based on client financial data
Best for
Tax professionalsSmall accounting firmsFreelance accountants
Pricing
CPA Pilot pricing
CPA Pilot starts at $49/mo
Starting at $49/mo
Ecosystem
Connected ecosystem
MCP servers, AI skills, and integrations that work with CPA Pilot
Integrations
QuickBooksXeroZapierTaxActIntuit ProConnectFreshBooksMicrosoft ExcelGoogle Workspace
FAQs
Frequently asked questions
Common questions about CPA Pilot and its capabilities
CPA Pilot pricing starts at $49/mo. Contact CPA Pilot for enterprise pricing and volume discounts.
Need help automating CPA Pilot?
Our team can help you integrate CPA Pilot with your existing tools and build custom automation workflows.
No commitment requiredResponse within 24h
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