CPA Pilot is an AI-powered assistant built specifically for tax and accounting professionals. Designed for CPAs, EAs, and firm leaders who require precision, compliance, and efficiency, CPA Pilot goes beyond general-purpose AI to deliver secure, source-cited, and workflow-integrated intelligence across every stage of tax work.

Key Capabilities:

• Authoritative Tax Research: Provides accurate, citation-backed answers drawn from IRS guidance, Treasury Regulations, Tax Court rulings, and state-level authorities.

• Automated Return Review: Analyzes returns, P&Ls, and supporting documents to flag discrepancies, missed deductions, and planning opportunities.

• Tax Planning & Projections: Runs detailed what-if scenarios and multi-year forecasts aligned with current tax law.

• Client Communication Tools: Drafts professional, compliance-ready client emails, summaries, and correspondence.

• Secure Environment: Built to meet the confidentiality and data-handling standards expected by licensed professionals.

Ideal For:
CPA firms, enrolled agents, tax preparers, and accounting teams seeking to integrate trusted AI into their daily workflows.