CPA Pilot

CPA Pilot is an AI-powered tool designed to help tax accountants streamline their work, enhance their practice, and improve client satisfaction. It utilizes cutting-edge technology to automate tasks and provide valuable insights, enabling tax accountants to focus on high-value activities.

Highlights

• Effortlessly automate research: Say goodbye to time-consuming research tasks. CPA Pilot provides instant access to up-to-date tax information, regulations, and rulings.
• Boost client communication: Enhance your client relationships with automated communication tools, ensuring timely and accurate updates.
• Streamline marketing efforts: CPA Pilot helps you reach new clients and grow your practice with automated marketing campaigns tailored to your target audience.

Key Features

• Automated research and insights: Access a vast database of tax information and receive personalized recommendations.
• Client communication automation: Send personalized updates, answer frequently asked questions, and schedule appointments effortlessly.
• Marketing automation: Create targeted campaigns, manage social media, and track campaign performance.