CPA Pilot

CPA Pilot is a purpose-built AI workspace for tax professionals. It is designed around how CPAs, EAs, and tax firms actually work, offering structured workflows for return review, planning, research, client communication, and projections rather than generic prompts. The product emphasizes professional workflow, security, and control over outputs in a CPA context.

CPA Pilot provides CPA-focused workflows that guide professional review and output.

CPA Pilot highlights that outputs are starting points for licensed professionals, with professional review and control retained by the user. It stresses that client data stays private and that enterprise-grade security features are standard, integrating with existing tax workflows and client communications.

CPA Pilot outlines its product philosophy and security posture, including workflow automation, CPA judgment, and alignment with professional standards. It notes that outputs are not final determinations and that data is encrypted in transit and at rest, with no training on client data.

Use cases

• Tax return review and issue flagging before partner sign-off.
• Client-ready tax return summaries for individual and corporate returns.
• Entity planning and year-end advisory workflows.
• IRS notice research and response support.