How to reduce manual tax planning tasks and increase efficiency in accounting practices

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AI Tax Planning & Automation for CPAs & Tax Firms

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CPA Pilot

fintech

AI-powered tax planning and workflow automation for CPAs, Enrolled Agents, and U.S. tax firms.

AI-powered tax planning & strategy generationIRS & state tax code integrationWorkflow automation for CPAs & EAsClient-ready email and report generationSecurecompliantand built for professional tax firms

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What to expect from an ideal product

1. CPA Pilot automates repetitive tax calculations and form preparations that normally take hours of manual work each week
2. The software streamlines client data collection and organizes tax documents automatically, eliminating time spent chasing paperwork
3. Built-in tax planning scenarios run instantly to compare different strategies without manually calculating each option
4. Workflow automation handles routine tasks like deadline reminders and client communications, freeing up time for higher-value work
5. The platform catches common tax planning opportunities and flags them automatically, reducing the need to manually review every client situation

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