CPA Pilot

CPA Pilot is an AI assistant built for tax professionals, handling research, return risk review, client emails, organisers, projections and client-ready planning reports from one CPA-focused workspace.

What it does well: breadth and value. It cites IRS and state code for compliance-ready answers (users report high accuracy), supports the major tax suites like Drake, Lacerte, UltraTax and ProConnect, and cuts research time meaningfully. Its standout versus generic chatbots is drafting professional client emails, IRS notice responses and memos in seconds, which alone saves hours a week. At around $29 a month per user with rollover credits, it is accessible to solos and small firms as well as larger ones.

Where it falls short: the voice research feature is still beta and can misread complex inputs, and like all tax AI it can stumble on niche or unsettled topics that need manual verification. The breadth of features can make the interface feel busy, and the 7-day trial is short for evaluating everything.

Best for: solo, small and mid-sized tax firms that want an affordable, all-round AI assistant for research and client communication.

Verdict: one of the better-value AI tax assistants, strong on the everyday mix of research and client comms. Verify it on niche positions, but for routine tax work and the inbox grind it earns its keep at the price.