CPA Pilot 20
$29.00 /mo
Billed monthly; cancel anytime
- Messages
- 20 AI messages per month
- Workflows
- All AI tax workflows included
- Trial
- 7-day free trial with 20 messages
CPA Pilot
● Identity checkedResearch · Vendor site 2026-10-04
CPA Pilot is a CPA-focused AI workspace for U.S. tax firms to upload returns, review risks, draft client emails, generate organizers, run projections, research tax issues, and produce client-ready planning reports. The homepage highlights ten built-in workflows for preparers, reviewers, and advisory staff.
- Category
- Research
- Free access
- 7-day free trial with 20 AI messages; credit card required to start
- API access
- Not confirmed
Is CPA Pilot right for you?
A good fit for
CPAs, enrolled agents, and tax firm staff who need message-based AI workflows for return review, research, client email drafts, and planning.
Before you choose
Starter-tier access begins at $29 per month for 20 AI messages; higher tiers raise monthly message allowances up to unlimited usage.
AI tax assistant for firms
CPA Pilot bundles return review, organizers, client email drafting, research, projections, and planning workflows into one web workspace built for U.S. tax professionals.
What it can do
Features & capabilities
Unknown is different from unavailable. Each fact carries its own evidence.
| Capability | Value | Evidence | Checked |
|---|---|---|---|
| Return review | Upload returns and supporting documents to flag review issues, risks, and inconsistencies before sign-off. | Facts sourced | 2026-10-04 |
| Tax research | Ask federal or state tax questions and receive structured research with cited code sections. | Facts sourced | 2026-10-04 |
| Starter pricing | Pricing plans page lists CPA Pilot 20 at $29 per month with a 7-day trial. | Facts sourced | 2026-10-04 |
Understand the total cost
CPA Pilot pricing & plans
CPA Pilot 60
$49.00 /mo
Billed monthly; cancel anytime
- Messages
- 60 AI messages per month
- Support
- Priority email support
CPA Pilot 150
$119.00 /mo
Billed monthly; cancel anytime
- Messages
- 150 AI messages per month
- Support
- Priority chat support
CPA Pilot Unlimited
$199.00 /mo
Billed monthly; cancel anytime
- Messages
- Unlimited AI messages
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Frequently asked questions
What is CPA Pilot used for?
CPA Pilot is a CPA-focused AI workspace for U.S. tax firms to upload returns, review risks, draft client emails, generate organizers, run projections, research tax issues, and produce client-ready planning reports. The homepage highlights ten built-in workflows for preparers, reviewers, and advisory staff.
Does CPA Pilot have a free plan?
7-day free trial with 20 AI messages; credit card required to start. This record does not confirm an ongoing free plan.
How much does CPA Pilot cost?
The listed monthly price is $29.00 USD at monthly billing. See the plan cards for entitlements, billing commitments and seat minimums.
Can I use CPA Pilot through an API?
Not confirmed. API access and subscription access may have different terms; consult the linked sources.
What should I check before choosing it?
Starter-tier access begins at $29 per month for 20 AI messages; higher tiers raise monthly message allowances up to unlimited usage.
Price history
No retained pricing changes yet. A current price alone does not establish a historical trend.
How this profile is supported
Identity and profile
Reviewed vendor source
Read original source ↗Facts apply to the named version and check date. Send a sourced correction if something changed.