CPA Pilot

Core features

• ✦AI-powered tax research
• ✦Automated client communication
• ✦Marketing content creation
• ✦Staff training support
• ✦Team collaboration tools
• ✦Access to state-level tax resources
• ✦Federal tax code access
• ✦Access to court cases/precedents

Use cases

• →Responding to client queries with accurate tax information
• →Automating email responses to clients
• →Creating marketing newsletters and social media content
• →Providing instant training to staff on tax topics and software
• →Ensuring payroll and 1099 compliance
• →Quick reference during client calls

Pricing

• CPA Pilot 20 (Monthly): $19/Per Month
• CPA Pilot 60 (Monthly): $49/Per Month
• CPA Pilot 150 (Monthly): $119/Per Month
• CPA Pilot Unlimited (Monthly): $199/Per Month
• CPA Pilot 20 (Yearly): $200/Per Year
• CPA Pilot 60 (Yearly): $499/Per Year
• CPA Pilot 150 (Yearly): $1188/Per Year
• CPA Pilot Unlimited (Yearly): $1999/Per Year

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