CPA Pilot
An AI assistant for tax professionals to streamline their workflow.
CPA Pilot is designed to support accountants by automating routine tasks like client communication and tax research. This assistant enables tax professionals to allocate time more effectively, focusing on critical aspects of their job.
It promotes accuracy in handling tax-related inquiries and simplifies marketing efforts to attract new clients.
With features that enhance client satisfaction and streamline internal processes, CPA Pilot reduces stress for accountants while improving overall productivity. The assistant also offers resources for staff training and collaboration, making it easier to manage workloads and compliance across the firm.
- Automate client email responses
- Streamline tax research processes
- Generate marketing content quickly
- Provide instant training resources
- Enhance client satisfaction levels
- Improve tax compliance accuracy
- Facilitate team collaboration
- Reduce client inquiries significantly
- Assist with payroll compliance
- Support tax software troubleshooting
- Saves time on repetitive tasks
- Improves accuracy in tax research
- Enhances client communication
- Automates marketing content creation
- Supports staff training
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Product info
- About pricing: Free + from $20/m
- Main task: Tax solutions
- More Tasks
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Target Audience
Tax accountants CPA firms Tax professionals Financial advisors Bookkeepers