# CPA Pilot AI tax research, return review, and planning workspace for U.S. CPAs, EAs, and tax firms. - Findings24: - Sitio web: - Precios: Freemium - Categorías: Asistente contable con IA, Asistente de documentos con IA, Asistente de investigación con IA ## ¿Qué es CPA Pilot? CPA Pilot is an AI tax assistant for U.S. certified public accountants, enrolled agents, and tax firms. It brings document-based review, tax research, planning, and client communication into one workspace. Users can upload returns and supporting documents or describe a client situation to generate review checklists, summaries, research responses, and planning reports. The workflows support both filing-season work and year-round advisory services, with outputs intended for professional review and client communication. ## ¿Qué puede hacer CPA Pilot? ### Return review and summaries Flags risks and inconsistencies in uploaded returns and supporting documents. Generates individual return summaries and business return summaries for Forms 1120, 1120-S, and 1065. ### Federal and state tax research Produces structured responses to tax questions with relevant code sections, citations, and Internal Revenue Code references. ### Planning and scenario modeling Creates client-facing tax planning reports and models the impact of income, entity, deduction, or planning changes. An entity selection workflow compares Schedule C, LLC, S-Corp, and C-Corp options. ### Client communication tools Drafts replies from pasted client emails and converts prior-year returns into organizers containing document requests and client questions. ### Tax software import preparation Maps uploaded PDF, Excel, or CSV data into tax software-ready fields and flags inconsistencies before data entry. ### Shared firm workspace Team plans let firms invite preparers, reviewers, and administrators, pool message usage, and centralize billing and subscription management. ## Casos de uso ### Prepare returns for partner sign-off Use a structured review checklist to focus a reviewer's attention on flagged items before completing the firm's approval process. ### Start a new client filing cycle Use last year's return to identify documents and questions for the next filing season, then prepare an organizer for the client. ### Conduct year-end advisory conversations Explore changes in income, deductions, or business structure and prepare planning notes that support a discussion of possible tax outcomes. ### Support staff on IRS notice work Use notice analysis and tax research workflows to help staff investigate client notices and prepare responses outside the main filing season. ## Preguntas frecuentes ### What do individual plans cost? Monthly plans include CPA Pilot 20 at $29 for 20 AI messages, CPA Pilot 60 at $49 for 60 messages, and CPA Pilot 150 at $119 for 150 messages. The pricing page also lists Unlimited at $199 per month. All plans include every AI workflow. ### How does the free trial work? The listed message-tier plans include a seven-day free trial with 20 messages. A credit card is required to sign up. Personalized demos are also available as 30-minute walkthroughs tailored to selected workflows. ### Can I export my work? Workflow outputs, saved research, and client notes can be exported from the account dashboard in PDF, CSV, or text formats. The site states that exports remain available before or after cancellation. ### What happens when I cancel? Monthly subscribers can cancel in account settings and retain access through the current billing period. Annual subscribers retain access through the paid year, with prorated refunds available within the first 30 days. Subscription pausing is not currently offered. ## Datos rápidos - **Primary users**: U.S. CPAs, enrolled agents, and tax firms - **Workflow count**: 10 built-in AI workflows - **Input formats**: Tax returns and supporting documents; PDF, Excel, and CSV for import preparation - **Team billing**: Per-member plans with volume discounts - **Website**: https://cpapilot.com