CPA Pilot

CPA Pilot is an AI-powered workspace designed specifically for CPAs, EAs, and tax firms to automate and streamline tax workflows. Its features include uploading and reviewing tax returns for risks, generating client-ready summaries, drafting professional client emails, conducting in-depth tax research, creating organizers and planning reports, running projections, and assisting with tax software import. Ideal for professionals seeking to boost efficiency, automate reviews, and enhance client communication across the tax lifecycle.