CPA Pilot Howto
WebsiteAI Accounting Tools
CPA Pilot is an AI-powered tax assistant that automates research, client communication, and marketing for tax professionals using authoritative sources and GPT-4 technology.
View MoreHow to Use CPA Pilot
Sign up for an account: Go to cpapilot.com and sign up for a Free, CPA Pilot Unlimited, CPA Pilot 60, or Enterprise plan based on your needs.
Log in to CPA Pilot: Use your account credentials to log in to the CPA Pilot platform.
Select your use case: Choose from the most common use cases: detailed tax research, client emails, or social media content creation.
Enter your query or request: Type in your tax-related question, research topic, or content request in the input field.
Review the AI-generated response: CPA Pilot will quickly provide an answer or content based on authoritative tax sources. Review the output for accuracy and relevance.
Refine or follow up if needed: If the answer is not satisfactory, you can refine your query or ask follow-up questions to get more precise information.
Use the generated content: Utilize the AI-generated content for your tax research, client communication, or marketing purposes as needed.
Access additional features: Explore other features like Client Helper to add an AI assistant to your website for client inquiries.
CPA Pilot FAQs
CPA Pilot is an AI-powered tax assistant designed for tax accountants. It uses ChatGPT technology to automate tax research, client communication, and marketing tasks. CPA Pilot aims to make the lives of tax professionals easier and more efficient.
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