kitio.aiAdded Oct 28, 2026
CPA Pilot
Free trial · $29/moAI tax assistant for CPAs, EAs and tax firms
What is CPA Pilot?
CPA Pilot is an AI workspace for tax professionals in the U.S. It reviews uploaded returns for risks, drafts client emails, builds organizers, runs projections, researches tax questions and creates client-ready tax planning reports.
The site presents 10 built-in workflows, such as return review, client email, tax research and tax plan generation. Findings are flagged for the preparer, such as a home office deduction needing Form 8829 documentation, and the professional keeps final judgment.
A free trial requires a credit card and can be cancelled any time, and the homepage states pricing starts at $29 per month. There are also team plans, a demo and a security page.
Features
- Tax return review
- Tax research
- Client email drafting
- Tax plan generator
- Projections
- Client-ready reports
Tags
Releases
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Organization
CPA Pilot
🇺🇸 United States
Listed by kitio.ai · unverified owner
Pricing
- Pricing model
- Free trial
- Paid options from
- $29/mo
- Billing frequency
- Monthly
Sponsored
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Pros and cons
Pros
- Built around tax-firm workflows
- Flags issues in uploaded returns
- Generates client-facing planning reports
Cons
- Free trial needs a credit card
- Limited to U.S. tax work
- Plan details are not shown on the page
Prompts & results
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Reviews
Q&A
What is CPA Pilot?
CPA Pilot is an AI workspace for tax professionals in the U.S. It reviews uploaded returns for risks, drafts client emails, builds organizers, runs projections, researches tax questions and creates client-ready tax planning reports.
Who is CPA Pilot built for?
CPAs, enrolled agents and tax firms in the U.S.
Does it replace the preparer's judgment?
No. The site says professional review stays with you.
How much does CPA Pilot cost?
CPA Pilot is free trial, with paid plans from $29/mo.
Is there a free version of CPA Pilot?
No, but you can try it free before paying.
What are the main features of CPA Pilot?
Tax return review, Tax research, Client email drafting, Tax plan generator, Projections, Client-ready reports.
Who makes CPA Pilot?
CPA Pilot is made by CPA Pilot.
What are the best alternatives to CPA Pilot?
Popular alternatives include Blue J, TaxGPT, Simpla.