CPA Pilot
CPA Pilot streamlines tax workflows with AI chatbots IRS research and personalized client communication.
What is CPA Pilot?
CPA Pilot is an AI-powered tax assistant that streamlines workflows and improves client communication for tax professionals. It offers advanced chatbot capabilities for tax research, strategy generation, and managing client inquiries. With instant access to IRS resources and state tax codes, it provides accurate answers to complex tax questions, saving time on research. The platform also supports automated marketing content creation and enhances client satisfaction through personalized communication.