Cpa Pilot

{
  "agent_id": "cpa_pilot",
  "name": "Cpa Pilot",
  "url": "https://cpapilot.com/",
  "logo": "https://agentery.com/logos/CP-HB4SHA-ld256.png",
  "niche": "tax-compliance-smb",
  "category": "finance-ops",
  "short_summary": "AI tax assistant for CPAs/EAs/tax firms that reviews tax returns, drafts client emails, runs tax research, generates organizers and summaries, and produces tax…",
  "task_performed": "AI tax assistant for CPAs/EAs/tax firms that reviews tax returns, drafts client emails, runs tax research, generates organizers and summaries, and produces tax planning reports and projections",
  "inputs_accepted": [
    "uploaded tax returns and supporting documents (PDF",
    "Excel",
    "CSV)",
    "prior-year returns",
    "pasted client emails",
    "federal/state tax questions",
    "client situation data"
  ],
  "outputs_produced": [
    "return review flags/risk items",
    "client-ready return summaries",
    "tax organizers",
    "drafted client email replies",
    "tax research with code sections and citations",
    "tax planning notes",
    "tax projections/scenario models",
    "entity comparison output",
    "import-ready field mapping"
  ],
  "integrations_available": [
    "Tax software import (PDF/Excel/CSV mapping)"
  ],
  "protocols_or_interfaces": [],
  "industry_fit": [
    "tax / accounting (CPAs",
    "EAs",
    "tax firms in U.S.)"
  ],
  "autonomy_level": "workflow automation",
  "human_approval_needed": "unclear",
  "pricing_model": "paid plans",
  "price": {
    "observed": true,
    "billing": "subscription",
    "currency": "USD",
    "lowest_monthly_usd": 29,
    "monthly_usd": 29,
    "headline": "From $29/mo",
    "summary": "From $29/mo. CPA Pilot offers four subscription tiers ranging from $29–$199/month, billed monthly with a 7-day free trial, scaling from 20 to unlimited AI messages for tax professionals.",
    "confidence": "high",
    "source_url": "https://www.cpapilot.com/pricing-plans/",
    "checked_at": "2026-07-28T04:56:23.259Z",
    "amount": 29,
    "display": "From $29/mo",
    "plans": [
      {
        "name": "CPA Pilot 20",
        "price": "$29/month",
        "period": "month",
        "persona": "pro",
        "highlights": [
          "20 AI messages/month",
          "7-day free trial",
          "All AI tax workflows",
          "Tax return review and summaries",
          "Client email drafting",
          "Tax research assistant"
        ]
      },
      {
        "name": "CPA Pilot 60",
        "price": "$49/month",
        "period": "month",
        "persona": "pro",
        "highlights": [
          "60 AI messages/month",
          "7-day free trial",
          "3× more daily messages",
          "Extended document analysis",
          "Advanced tax research queries",
          "Entity selection analysis",
          "Priority email support"
        ]
      },
      {
        "name": "CPA Pilot 150",
        "price": "$119/month",
        "period": "month",
        "persona": "team_sme",
        "highlights": [
          "150 AI messages/month",
          "7-day free trial",
          "Batch return review workflows",
          "Complex IRS notice research",
          "Advisory workflow suite",
          "Priority chat support"
        ]
      },
      {
        "name": "CPA Pilot Unlimited",
        "price": "$199/month",
        "period": "month",
        "persona": "pro",
        "highlights": [
          "Unlimited AI messages/month",
          "7-day free trial",
          "No daily cap",
          "Highest priority queue access",
          "Early access to new features",
          "Dedicated support manager",
          "Onboarding call included"
        ]
      }
    ],
    "source": "render+llm"
  },
  "trust_or_rating_signal": [
    "6,000+ tax pros",
    "500,000+ questions answered",
    "customer testimonials (CPAs/EAs)",
    "AICPA Member, Tax Pro Network, EA Alliance, CPA Society endorsements"
  ],
  "evidence_quality": "high",
  "entity_type": "tool",
  "regulated_data_suitability": "unclear",
  "evidence_urls": [
    "https://cpapilot.com/",
    "https://www.cpapilot.com/"
  ],
  "last_checked": "2026-06-16",
  "how_to_connect": {
    "website": "https://cpapilot.com/",
    "docs": "https://agentpoints.net/docs",
    "mcp": null,
    "a2a": null,
    "api": null,
    "protocols": []
  },
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 1005,
    "uptime_7d": 1,
    "checked_at": "2026-07-28T02:32:41.423Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": null,
    "unit_cost": null
  },
  "reported_success": null,
  "feedback": "If you use this listing, call report_outcome afterwards — it sharpens rankings for everyone including you."
}