cpapilot.com

{"@context":"https://schema.org","@type":"SoftwareApplication","@id":"https://www.cpapilot.com/#software","name":"CPA Pilot","alternateName":"CPA Pilot AI Tax Assistant & Tax Intelligence Platform","description":"CPA Pilot is an AI-powered tax assistant and tax intelligence platform that helps tax professionals, firms, and business owners research U.S. tax rules, plan compliant tax strategies, answer tax questions, and execute tax workflows using artificial intelligence.","applicationCategory":"BusinessApplication","applicationSubCategory":["AI Tax Assistant","AI Tax Planning Platform","AI Chatbot for Tax Professionals","CPA Workflow Automation","Tax Research Software","Tax Intelligence Platform"],"operatingSystem":"Web-based","softwareRequirements":"Requires JavaScript. Compatible with modern web browsers.","url":"https://www.cpapilot.com","image":"https://cpapilot.com/uploads/cpa-logo-black-8d2b534f.webp","publisher":{"@type":"Organization","name":"CPA Pilot","url":"https://www.cpapilot.com","logo":{"@type":"ImageObject","url":"https://www.cpapilot.com/wp-content/uploads/2025/10/new-cpa-logo-black.png"},"conditionsOfAccess":"https://www.cpapilot.com/terms-conditions/","usageInfo":"https://www.cpapilot.com/privacy-policy/"},"audience":{"@type":"Audience","audienceType":["Certified Public Accountants","Enrolled Agents","Tax Preparers","Junior Tax Professionals","Accounting Firm Staff","Finance Managers","Business Owners Researching Tax Questions"],"geographicArea":{"@type":"Country","name":"United States"}},"offers":[{"@type":"Offer","name":"CPA Pilot Starter","price":"19","priceCurrency":"USD","availability":"https://schema.org/InStock","url":"https://www.cpapilot.com/pricing-plans/"},{"@type":"Offer","name":"CPA Pilot Growth","price":"49","priceCurrency":"USD","availability":"https://schema.org/InStock","url":"https://www.cpapilot.com/pricing-plans/"},{"@type":"Offer","name":"CPA Pilot Professional","price":"119","priceCurrency":"USD","availability":"https://schema.org/InStock","url":"https://www.cpapilot.com/pricing-plans/"},{"@type":"Offer","name":"CPA Pilot Unlimited","price":"199","priceCurrency":"USD","availability":"https://schema.org/InStock","url":"https://www.cpapilot.com/pricing-plans/"}],"featureList":["AI-powered tax research","Tax intelligence and explanation of U.S. tax rules","Tax planning and execution support","Client communication drafting","CPA and firm workflow automation"]}

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{"@context":"https://schema.org","@type":"FAQPage","url":"https://www.cpapilot.com/","inLanguage":"en-US","mainEntity":[{"@type":"Question","name":"What is CPA Pilot?","url":"https://www.cpapilot.com/#faq-0","acceptedAnswer":{"@type":"Answer","text":"CPA Pilot is a purpose-built AI workspace for CPAs, EAs, and tax firms. Unlike general-purpose AI tools, CPA Pilot has 10+ built-in workflows designed specifically for how tax professionals work — from return review and client organizers to tax research, projections, and advisory reports. It’s not a generic chatbot. It’s a professional-grade tool built around your workflow.","inLanguage":"en-US"}},{"@type":"Question","name":"Who is CPA Pilot for?","url":"https://www.cpapilot.com/#faq-1","acceptedAnswer":{"@type":"Answer","text":"CPA Pilot is designed for licensed tax professionals: CPAs, Enrolled Agents, and tax firm staff. It’s used by solo practitioners, growing tax firms, and multi-professional teams. Whether you’re handling 50 returns or 5,000, CPA Pilot helps you work faster and deliver better client experiences.","inLanguage":"en-US"}},{"@type":"Question","name":"What workflows does CPA Pilot support?","url":"https://www.cpapilot.com/#faq-2","acceptedAnswer":{"@type":"Answer","text":"CPA Pilot includes 10 core workflows:\n\n· Tax Return Review Engine\n· 1040 Tax Return Summary\n· Corporate Tax Return Summary\n· Client Tax Organizer\n· Client Email Reply Draft\n· Tax Research Assistant\n· Tax Plan Generator\n· Tax Projections\n· Entity Selection Wizard\n· Tax Software Import Assistant","inLanguage":"en-US"}},{"@type":"Question","name":"Do I need to be tech-savvy to use CPA Pilot?","url":"https://www.cpapilot.com/#faq-3","acceptedAnswer":{"@type":"Answer","text":"Not at all. CPA Pilot is designed for tax professionals, not technology teams. Each workflow is guided — you provide your inputs (a return, a client email, a tax question) and CPA Pilot does the structured AI work. No prompt engineering required. If you can use a browser, you can use CPA Pilot.","inLanguage":"en-US"}},{"@type":"Question","name":"Is my client data secure?","url":"https://www.cpapilot.com/#faq-4","acceptedAnswer":{"@type":"Answer","text":"Yes. CPA Pilot anonymizes client data on your computer before it is sent to CPA Pilot for processing. Data is encrypted in transit and at rest, and we do not use your client data to train AI models. CPA Pilot is designed with professional responsibility in mind — your client information stays yours. See our security page for more detail.","inLanguage":"en-US"}},{"@type":"Question","name":"What sources does CPA Pilot use for tax research?","url":"https://www.cpapilot.com/#faq-5","acceptedAnswer":{"@type":"Answer","text":"CPA Pilot is built for citation-backed tax work. It uses authoritative federal and state tax sources, including IRS forms, instructions, publications, tax code materials, state agency guidance, and tax software support documentation. Answers are designed to show the sources used so a tax professional can verify the result before relying on it.","inLanguage":"en-US"}},{"@type":"Question","name":"How is CPA Pilot different from ChatGPT?","url":"https://www.cpapilot.com/#faq-6","acceptedAnswer":{"@type":"Answer","text":"ChatGPT is useful for general brainstorming, but CPA Pilot is built around tax workflows: return review, tax research, client emails, notices, organizers, projections, and tax planning. CPA Pilot provides structured outputs, source citations, tax-software-aware guidance, and client data protection controls that generic chat tools do not provide by default.","inLanguage":"en-US"}},{"@type":"Question","name":"Does CPA Pilot help with tax software support?","url":"https://www.cpapilot.com/#faq-7","acceptedAnswer":{"@type":"Answer","text":"Yes. CPA Pilot can help with workflow and troubleshooting questions for major tax and accounting tools, including Drake, Lacerte, UltraTax, ProSeries, ProConnect, and QuickBooks Online. It can provide setup steps, input guidance, file import/export help, and software-specific workflow instructions.","inLanguage":"en-US"}},{"@type":"Question","name":"Can CPA Pilot help with IRS notices and audit responses?","url":"https://www.cpapilot.com/#faq-8","acceptedAnswer":{"@type":"Answer","text":"Yes. CPA Pilot can draft professional responses for notices such as CP2000 and CP2501, explain adjustments in plain English, organize client facts, and include supporting citations. A licensed tax professional should review every notice response before sending it.","inLanguage":"en-US"}},{"@type":"Question","name":"What happens if I run out of messages?","url":"https://www.cpapilot.com/#faq-9","acceptedAnswer":{"@type":"Answer","text":"You can buy additional message credits or upgrade your plan. Message-based plans include rollover while your subscription remains active, so unused messages do not disappear at the end of the month as long as the account stays active.","inLanguage":"en-US"}},{"@type":"Question","name":"Can CPA Pilot give incorrect answers?","url":"https://www.cpapilot.com/#faq-10","acceptedAnswer":{"@type":"Answer","text":"Any AI-assisted workflow can make mistakes, especially when prompts are unclear, documents are low quality, or official guidance is missing. CPA Pilot is built to reduce that risk with tax-specific workflows and citations, but every output should be reviewed by a qualified tax professional before it is sent to a client or used for a filing position.","inLanguage":"en-US"}},{"@type":"Question","name":"Can I cancel anytime?","url":"https://www.cpapilot.com/#faq-11","acceptedAnswer":{"@type":"Answer","text":"Yes. All CPA Pilot plans are flexible. All subscribers can cancel at any time without penalty. There are no long-term contracts required. We believe in earning your business every month — not locking you in.","inLanguage":"en-US"}}]}