Built for busy tax pros. Faster answers. Fewer headaches. More client time.
THE PROBLEM
Tax Season Shouldn’t Feel Like Survival Mode.
Every year it’s the same: endless research, last‑minute deadlines, and a stack of client emails. Generic AI tools give guesses — not answers you can trust. The result? more stress, not less.
Manual tasks multiply across clients, leaving no time to plan or grow.
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THE SOLUTION
CPA Pilot: Where Tax Tasks Turn Into Structured Workflows
Select a task. Provide structured inputs. Generate standardized outputs. Assign follow-ups. Done
Standardized Task Engine
Run predefined tax workflows without manual prompting. Select a task, fill a guided form, and generate consistent, firm-ready outputs.
Guided Forms for Context
Each task includes structured input fields to capture client details, tax facts, and scenario assumptions—so outputs are accurate and complete.
Automated Output Generation
IGenerate structured reports, summaries, letters, strategy outlines, and advisory notes formatted for professional use.
Follow-Up Task Layer
Convert AI output into actionable next steps. Trigger client emails, create internal tasks, or refine responses instantly.
Custom Task Instructions
Add optional instructions before running a task to tailor the output to specific client circumstances.
Tax Return and Document Analysis
Securely upload documents for instant summaries, structured reviews, and actionable insights. Identify key data points, potential risks savings opportunities, and next-step recommendations — all within the same workflow screen.
Upload Documents Securely
lick the paperclip button 📎 to attach tax returns, K-1s, IRS notices, or financial statements. Then type your question or request in the text box next to the paperclip 📎 and press send when you are ready. Your documents and request are submitted together for review and response.
SEE IN ACTION
From Tax Chaos to Controlled Workflows — Instantly
CPA Pilot fits into your daily process. Watch how simple it is to structure tasks, generate accurate outputs, and move work forward without friction.
Start Free Trial NowSelect a Task and Get Started
Choose a predefined tax workflow from the task library. No prompting required. Just select the task and begin.
Fill Guided Forms for Accurate Results
Enter structured details using simple input fields. Provide tax facts, assumptions, and required data in a guided format.
Upload Documents with One Click
Use the paperclip button 📎 to attach client documents. Type your question or request next to the paperclip 📎, then send it when ready. Your documents and instructions are processed together within the workflow.
Generate Structured Outputs Instantly
Receive formatted reports, summaries, letters, and advisory notes ready for professional use. Every output follows standardized formatting, so your team stays consistent.
Turn Outputs into Actions
Convert results into next steps instantly. Trigger client emails, create internal tasks, assign follow-ups, or refine responses with one click.