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What is CPA Pilot?

CPA Pilot is an AI-powered assistant designed for tax professionals. It automates tax research, client communication, marketing content creation, and staff training. It helps tax professionals save time, reduce stress, and grow their practice.

How to use CPA Pilot?

Use CPA Pilot by asking questions related to tax law, client communication, or marketing. The AI will provide answers based on authoritative sources, draft emails, create marketing content, and offer training support.

CPA Pilot's Core Features

AI-powered tax research

Automated client communication

Marketing content creation

Staff training support

Team collaboration tools

Access to state-level tax resources

Federal tax code access

Access to court cases/precedents

CPA Pilot's Use Cases

#1 Responding to client queries with accurate tax information

#2 Automating email responses to clients

#3 Creating marketing newsletters and social media content

#4 Providing instant training to staff on tax topics and software

#5 Ensuring payroll and 1099 compliance

#6 Quick reference during client calls

CPA Pilot

📋Introduction

User Rating