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CPA Pilot
AI workspace for CPAs that reviews returns for risks, drafts client emails, runs projections and researches tax issues, priced by messages not seats.
| What the AI does | AI tax assistant workflows: return review and risk flags, tax research, client email drafting, organizer generation, projections and tax-planning reports |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, Tax offices |
| Starting price | $29/mo (CPA Pilot 20); 60 messages $49/mo; 150 messages $119/mo; Unlimited $199/mo |
| Pricing model | Per month flat by message volume |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm |
| Category | Tax Research & Knowledge Assistants |
| Also fits | Tax Planning & Projection AI |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
CPA Pilot is listed as a fit for solo practitioners and small firms, and the vendor names solo practitioners, small CPA firms and tax offices on its own site. The job it gets hired for: answering a tax question with citations you can check, and drafting the memo or client letter from it. It also fits the Tax Planning & Projection AI category.
What it costs
CPA Pilot starts at $29/mo (CPA Pilot 20); 60 messages $49/mo; 150 messages $119/mo; Unlimited $199/mo, per month flat by message volume. There is a free trial.
Good to know
CPA Pilot is an AI workspace priced by messages rather than seats, so a solo practitioner and a seasonal team can scale up and down: it reviews uploaded returns for risks, drafts client emails, generates organizers, runs projections, researches tax issues and produces client-ready planning reports. CPA Pilot 20 is $29/mo for light use, 60 messages $49/mo, 150 messages $119/mo and Unlimited $199/mo, every plan including every workflow, with no contracts, annual billing available and team pricing on request; the free trial takes a card and cancels anytime. The vendor cites 6,000-plus tax pros and half a million questions answered.
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