CPA Pilot

The platform deploys AI agents trained on an extensive tax knowledge basecovering the IRS website, the federal tax code, Treasury Regulations, Tax Court rulings, and the tax codes and state forms for all 50 US statesto provide accurate research answers and generate client-ready deliverables with the precision and regulatory grounding that professional tax practice demands.

The research capability is CPA Pilot's most differentiated feature. Unlike general AI tools that may produce plausible-sounding but unverifiable tax guidance, CPA Pilot provides answers accompanied by specific citations to IRS guidance, Treasury Regulations, and relevant Tax Court cases.

This citation-backed approach allows tax professionals to verify all AI-generated research against authoritative sources, meeting the professional standards required for advising clients on tax positions.

The knowledge base is updated regularly to reflect current tax law, including state-level changes across all 50 jurisdictions.

Automated return review represents another core capability.

CPA Pilot's AI agents analyze uploaded tax returns, profit and loss statements, and supporting financial documents to identify discrepancies, flag potential deductions that may have been missed, and surface tax planning opportunities that warrant client discussion.

This review process acts as a systematic quality check before returns are filed, reducing the risk of errors while simultaneously identifying revenue opportunities that manual review might overlook under time pressure.