Tax pros like you use CPA Pilot save 5+ hours/week by automating:
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Detailed tax research
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Client emails
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Social media content
to work faster, grow your firm, deliver more value to your clients and give them the best client experience.
CPA Pilot is better than ChatGPT for tax accountants
CPA Pilot Response 🙂
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Updated at least monthly
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Up to 95% accurate
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Only uses authoritative data sources a tax pro should rely on
ChatGPT Response😟
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Out of date - Updated April 2023
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Not as accurate
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Doesn't always rely on authoritative data sources
Trusted by Over 1,000 of Accountants to be their AI Tax Assistant
Benefits
Save Time
Research, Learn and Communicate Faster
Happier Clients
Better and Faster Client Communication
Increase Revenue
Automate Marketing Content Creation
Smart, Convenient and Low Cost
24/7 365 days and never gets tired. We trained CPA Pilot to give high quality advice.
Never out of date
We update CPA Pilot's knowledge regularly with authoritative sources so it gives you the best answers. Premium includes most state and federal tax codes.
Better than ChatGPT
Because we gave our CPA Pilot access to the authoritative resources, it is really great at explaining technical and complicated tax situations. Making it the best client communicator and assistant.
Make better strategic decisions
CPA Pilot has the entire tax code at its finger tips so you can identify the best strategic decisions for your clients. Tax planning becomes really interesting. We're building more here. Be sure to subscribe so we can keep you in the loop!
Tired of working Sundays?!?
We have tax preparers using CPA Pilot Pro daily to save time. Try it out for 7 days. You won't regret it.
Plan Comparison
Title | CPA Pilot Lite | CPA Pilot | CPA Pilot Pro | CPA Pilot Client Helper |
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Sources: | ||||
IRS Form Instructions and Publications | ✔️ | ✔️ | ✔️ | ✔️ |
IRS Website | ✔️ | ✔️ | ✔️ | ✔️ |
Federal Tax Code | ❌ | ❌ | ✔️ | ❌ |
State Tax Code | ❌ | ❌ | ✔️ | ❌ |
Benefits and Features: | ||||
Powered by GPT-4: Leverage the intelligence of GPT-4 for smarter, more insightful tax guidance beyond the basic CPA Pilot offering. | ❌ | ✔️ | ✔️ | ✔️ |
Precision Answers: Get the most precise and detailed explanations to intricate tax inquiries based on authoritative sources | ❌ | ✔️ | ✔️ | ✔️ |
Advanced Research Capability: Tackle the most complex tax scenarios with our comprehensive research tools. | ❌ | ❌ | ✔️ | ✔️ |
Optimized for Tax Experts: A tool designed specifically to augment the workflow of Tax Accountants. | ❌ | ❌ | ✔️ | ❌ |
Optimized for Tax Practice Clients: More common, easier to understand language | ❌ | ❌ | ❌ | ✔️ |
Content Creation Simplified: Easily produce engaging newsletters and social media posts tailored for tax professionals. | ❌ | ❌ | ✔️ | ✔️ |
Tailored Tax Research: Conduct in-depth research on nuanced IRS and Tax Code issues swiftly and effectively. | ❌ | ❌ | ✔️ | ✔️ |
Custom Tax Strategies: Generate bespoke tax plans and strategies that align with individual client needs." | ❌ | ❌ | ✔️ | ✔️ |
Effortless Access to Authoritative Tax Resources: Navigate tax complexities with instant access to official IRS forms, publications, and articles. | ❌ | ❌ | ✔️ | ✔️ |
Streamlined Tax Communication: Craft comprehensive emails addressing intricate tax matters within moments. | ❌ | ❌ | ✔️ | ✔️ |
Expand Your Insights: Benefit from unlimited character responses for a thorough analysis. | ❌ | ❌ | ✔️ | ✔️ |
Reduce Client Inquiries and Requests by up to 50% | ❌ | ❌ | ❌ | ✔️ |
Faster than ChatGPT for Tax Questions when it researches online | ✔️ | ✔️ | ✔️ | ✔️ |
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Why would I want Client Helper on my website?Having Client Helper as a section on your website allows your clients to ask it questions that they would normally call or email you about. This will save you a lot of time and clients feel like they are getting better service by not having to wait for an answer. Client Helper uses more simplified wording as you would when talking to your clients about taxes. CPA Pilot Pro will use wording that is more technical in nature.
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CPA PilotSources: IRS Form Instructions and Publications IRS Website Features and Benefits: Powered by GPT-4: Leverage the intelligence of GPT-4 for smarter, more insightful tax guidance beyond the basic CPA Pilot offering. Precision Answers: Get the most precise and detailed explanations to intricate tax inquiries. Advanced Research Capability: Tackle the most complex tax scenarios with our comprehensive research tools. Optimized for Tax Experts: A tool designed specifically to augment the workflow of Tax Accountants. Content Creation Simplified: Easily produce engaging newsletters and social media posts tailored for tax professionals. Tailored Tax Research: Conduct in-depth research on nuanced IRS and Tax Code issues swiftly and effectively. Custom Tax Strategies: Generate bespoke tax plans and strategies that align with individual client needs." Effortless Access to Authoritative Tax Resources: Navigate tax complexities with instant access to official IRS forms, publications, and articles. Streamlined Tax Communication: Craft comprehensive emails addressing intricate tax matters within moments. Expand Your Insights: Benefit from unlimited character responses for a thorough analysis.
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CPA Pilot ProSources: IRS Form Instructions and Publications IRS Website Federal Tax Code State Tax Code for 45 states (We are working toward adding Delaware, Maine, Michigan, Texas and Vermont) Features and Benefits: Powered by GPT-4: Leverage the intelligence of GPT-4 for smarter, more insightful tax guidance beyond the basic CPA Pilot offering. Precision Answers: Get the most precise and detailed explanations to intricate tax inquiries. Advanced Research Capability: Tackle the most complex tax scenarios with our comprehensive research tools. Optimized for Tax Experts: A tool designed specifically to augment the workflow of Tax Accountants. Content Creation Simplified: Easily produce engaging newsletters and social media posts tailored for tax professionals. Tailored Tax Research: Conduct in-depth research on nuanced IRS and Tax Code issues swiftly and effectively. Custom Tax Strategies: Generate bespoke tax plans and strategies that align with individual client needs." Effortless Access to Authoritative Tax Resources: Navigate tax complexities with instant access to official IRS forms, publications, and articles. Streamlined Tax Communication: Craft comprehensive emails addressing intricate tax matters within moments. Expand Your Insights: Benefit from unlimited character responses for a thorough analysis.
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Client HelperMake CPA Pilot available on your website so your clients can get immediate answers to their questions and reduce client request and questions. Sources: IRS Form Instructions and Publications IRS Website Features and Benefits: Reduce Client outreach and requests by as much as 50% Powered by GPT-4: Leverage the intelligence of GPT-4 for smarter, more insightful tax guidance beyond the basic CPA Pilot offering. Precision Answers: Get the most precise and detailed explanations to intricate tax inquiries.
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ChatGPTWhile we use the same technology, GPT-4, there are some significant differences between ChatGPT and CPA Pilot. ChatGPT can search the web for your answers. If it does search the web, it will likely take 2-3 minutes to get your answer, but the source may be low quality. This may cause the answer to be wrong. CPA Pilot can get you an accurate answer in less than a minute because it has access to authoritative sources fit for professional use at its fingertips. The difference is like giving CPA Pilot an open book test and ChatGPT trying to recall something it read a while ago.
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Why not use ChatGPT with web browsing instead?2 very important reasons: It's much slower than CPA Pilot. We can provide you an answer in seconds while ChatGPT with web browsing takes minutes. The sources ChatGPT may use are not necessarily authoritative source. It may pull some info from Nerd Wallet or Forbes. It's like a doctor using WebMD to diagnose your health issues. We only use authoritative sources like the IRS and the tax code.
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Does CPA Pilot hallucinate?No. We tell our AI to only rely on authoritative information to provide you the best possible answer. On rare occasion, it may give you a wrong answer because we may not have a source that provides guidance on the situation you are researching. If this is the case, please email us at support@cpapilot.com so we can add the appropriate source.
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What state tax codes are included in CPA Pilot Pro?As of 11/19/2023, 45 out of 50 states are included. We are working toward adding Delaware, Maine, Michigan, Texas and Vermont.