CPA Pilot

CPA Pilot is an AI-powered workspace designed specifically for CPAs, Enrolled Agents, and tax firms. It streamlines tax return review, risk flagging, email drafting, tax research, client organizer creation, projections, tax planning, and entity selection using built-in workflows to automate and enhance professional tax work. The platform enables professionals to upload tax documents, receive actionable insights, draft client communications, research tax questions with citations, and create client-ready reports—all in a secure, CPA-focused environment.