Tax return review
Upload tax returns and supporting documents to flag review issues, risks, and inconsistencies before sign-off.
Overview
CPA Pilot is an AI tax assistant built for CPAs, EAs, and tax firms. It combines several tax-specific workflows in one workspace, including return review, tax research, client email drafting, planning, projections, and document-based summaries.
The product is designed to support year-round tax work rather than a single filing-season task. Source pages describe workflows for filing-season review, extension work, IRS notice research, entity decisions, and client advisory conversations, with outputs meant for professional review rather than automated final judgment.
Core capabilities
Return summaries
Generate client-ready summaries for 1040 and business returns, including 1120, 1120-S, and 1065 workflows.
Client tax organizers
Turn a prior return into a tax organizer with document requests and client questions that can be sent quickly.
Client email drafting
Draft researched replies to client emails, reducing the time needed to answer recurring questions and follow-ups.
Tax research support
Ask federal or state tax questions and get structured research support with relevant code sections and citations.
Tax projections and planning
Model income, deduction, entity, or planning changes and compare tax outcomes in a structured projection workflow.
Common use cases
Filing-season return review
Review uploaded returns and supporting files to catch risks, missing documentation, and inconsistencies before partner sign-off.
Tax research and issue spotting
Turn tax questions into structured research notes with citations and section references for client-facing work or internal analysis.
Client communication workflows
Draft summaries, organizers, and email replies for clients so staff can move faster on recurring communication tasks.
Year-round advisory work
Build planning notes and projection scenarios for advisory conversations, entity analysis, year-end planning, or IRS notice follow-up.
Tax software import support
Map uploaded PDF, Excel, or CSV data into tax software-ready fields and flag import issues before data entry.
Pros and Cons
Pros
- Purpose-built for tax professionals instead of a generic AI chat tool.
- Covers multiple workflows in one product, including review, research, planning, and client communication.
- Provides security details, including anonymization before upload, TLS in transit, AES-256 at rest, and no model training on client data.
- Offers a free trial and monthly pricing options for different usage levels.
- Includes workflows that extend beyond tax season, such as notices, planning, and projections.
Cons
- The public pricing page appears to be unavailable, so some pricing details must be taken from a separate pricing-plans page.
- The source materials do not provide a public integration directory or a detailed setup guide.
- Outputs are described as drafts and starting points, so licensed professional review is still required.
FAQ
Who is CPA Pilot for?
CPA Pilot is built for CPAs, EAs, and tax firms that want AI-assisted help with return review, tax research, planning, and client communication. The source materials position it as a purpose-built workflow tool rather than a general chat assistant.
Does CPA Pilot offer a free trial?
Yes. The pricing information says all plans start with a free trial, and the site notes that a credit card is required to sign up. Monthly plans can be canceled anytime.
What tasks can CPA Pilot help with?
CPA Pilot supports workflows such as tax return review, 1040 and corporate summaries, client organizers, email drafting, tax research, projections, entity selection, and tax software import assistance.
How does CPA Pilot handle client data?
The security pages say client data is encrypted in transit and at rest, client-identifying data is anonymized on the user's computer before transmission, and the company does not use client data to train AI models.
Does CPA Pilot list integrations?
The source materials do not show a public integration list. The product does mention tax software import assistance, but specific third-party integrations are not evidenced in the provided pages.
Quick Facts
- Category
- AI tax assistant
- Primary users
- CPAs, EAs, and tax firms
- Platform
- Web app
- Domain
- cpapilot.com
- Pricing
- Paid plans with free trial
- Notable workflows
- Return review, tax research, client emails, planning, projections
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