CPA Pilot is a web-based AI workspace built specifically for U.S. tax professionals — CPAs, Enrolled Agents, and tax firms. It bundles ten structured tax workflows, including return review, 1040 and corporate return summaries, client organizers, tax research with citations, projections, entity selection, and email drafting, into a single CPA-focused interface so practitioners can move faster without compromising professional judgment.
CPA Pilot is a web-based AI workspace built specifically for U.S. tax professionals — CPAs, Enrolled Agents, and tax firms. It bundles ten structured tax workflows, including return review, 1040 and corporate return summaries, client organizers, tax research with citations, projections, entity selection, and email drafting, into a single CPA-focused interface so practitioners can move faster without compromising professional judgment.
