What is CPA Pilot?
CPA Pilot is an AI assistant designed for tax professionals to automate research, communication, and marketing tasks, enhancing efficiency and productivity in tax practices of all sizes.
How to use CPA Pilot?
First, create an account and import client data. The AI will automatically perform research based on your needs. Use pre-built communication templates for client interactions, and leverage marketing features to create targeted campaigns with an intuitive interface.
Core features of CPA Pilot?
- Automated Research: AI-driven analysis providing up-to-date tax information
- Personalized Communication: Template library for consistent client interactions
- Targeted Marketing: Campaign creation tools to grow your practice
- Data Analysis: Automated insights from client financial data
- Workflow Optimization: Streamlined processes to save time

