--- title: "CPA Pilot Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CPA Pilot Software - reviews, pricing plans, popular comparisons to other Other Finance & Accounting Software products and more." source_url: "https://www.capterra.com/p/10032435/CPA-Pilot/" page_type: "product" language: "en" --- # CPA Pilot Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) CPA Pilot ## What is CPA Pilot? CPA Pilot is an AI-powered tax planning assistant that automates essential tasks for tax professionals. It streamlines 1040 research, drafts client emails, generates marketing content, and assists with staff onboarding. The system integrates with tax workflows by accessing IRS and state tax sources to provide insights for complex scenarios and client questions. Built specifically for tax professionals, CPA Pilot sources answers from tax codes, forms, and publications. The platform includes features for tax research, client communication, marketing automation, staff training, and support for tax software platforms including Drake and UltraTax. The system utilizes a message-based structure with rollover capabilities, allowing unused messages to accumulate month-to-month. CPA Pilot helps tax professionals save time on repetitive tasks while maintaining accuracy in their work. ## What is CPA Pilot used for? [Other Finance & Accounting Software](https://www.capterra.com/other-finance-accounting-software/)[Chatbot](https://www.capterra.com/chatbot-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $19 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CPA Pilot?[Manage this product listing](https://www.g2.com/products/cpa-pilot/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CPA Pilot 0.0 VS. [### ChatGPT](https://www.capterra.com/p/10009334/ChatGPT/) [4.4 (402)](https://www.capterra.com/p/10009334/ChatGPT/reviews/) Starting Price $19 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.7 (402) Value For Money 0.0 (0) Value For Money 4.3 (351) Customer Service 0.0 (0) Customer Service 4.0 (327) ## CPA Pilot alternatives [Chatbase](https://www.capterra.com/p/10012414/Chatbase/) [4.3 (73)](https://www.capterra.com/p/10012414/Chatbase/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10012414/Chatbase/) Highest Rated [Botsonic](https://www.capterra.com/p/10016782/Botsonic/) [4.8 (81)](https://www.capterra.com/p/10016782/Botsonic/reviews/) Starting price $16.67 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10016782/Botsonic/) [Tidio](https://www.capterra.com/p/144040/Tidio-Chat/) [4.7 (590)](https://www.capterra.com/p/144040/Tidio-Chat/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/144040/Tidio-Chat/) [Zipchat](https://www.capterra.com/p/10014211/Zipchat/) [4.8 (26)](https://www.capterra.com/p/10014211/Zipchat/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10014211/Zipchat/) ## FAQs about CPA Pilot Overview ### What company size and specific industries is CPA Pilot built for? CPA Pilot is designed for small to large CPA firms, accounting firms, tax firms, and U.S. tax practices, as well as independent CPAs, enrolled agents, tax attorneys, and other tax professionals. It fits organizations and practices focused on accounting and tax preparation services. Features and Usability ### What are the key features of CPA Pilot? CPA Pilot offers AI/Machine Learning, Natural Language Processing, and a chatbot for automated responses and proactive chat. These features support conversation handling, message interpretation, and triggered interactions within customer-facing workflows. Pricing ### How much does it cost and what fees or limitations are included? CPA Pilot starts at $19 per user/month for the CPA Pilot 20 plan, with 20 messages per month and a 7-day free trial. Higher tiers include CPA Pilot 60 at $49, CPA Pilot 150 at $119, and CPA Pilot Unlimited at $199 per user/month. Rollover messages stay active while the subscription remains active. ## Features AI summary Based on 1,278 Other Finance & Accounting Software reviews Capterra reviewers highlight these as the features buyers care about most when choosing a chatbot: - **Automated Responses** (**42%** of reviewers rated this feature as critical) - **Language Detection** (**44%**) - **Natural Language Processing** (**43%**) CPA Pilot includes **Automated Responses** and **Natural Language Processing**, giving teams tools to reply faster and better understand user intent during conversations. However, it does not include **Language Detection**. Instead, it offers **AI/Machine Learning** (**42%**), which can support smarter interactions and improve response quality over time, helping businesses handle customer questions more efficiently and provide teams with more consistent chatbot performance. AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Automated Responses Automatic reply functionality for incoming messages Chatbot AI-based platform which conducts a conversation via auditory or textual methods Natural Language Processing Process and analyze human language in text or audio form Proactive Chat Copy on the page or chat window encouraging the user to engage with the chat option CPA Pilot 5 features ### All Features - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Automated Responses: Automatic reply functionality for incoming messages - Chatbot: AI-based platform which conducts a conversation via auditory or textual methods - Natural Language Processing: Process and analyze human language in text or audio form - Proactive Chat: Copy on the page or chat window encouraging the user to engage with the chat option --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10032435/CPA-Pilot/pricing/) CPA Pilot 20 $19.00 Per User,Per Month It includes: - 20 Messages Per Month - 7-Day Free Trial With 20 Messages - Unlimited Devices - Rollover Messages (Unused Messages Roll Over Month-To-Month And Never Expire As Long As Subscription Is Active) CPA Pilot 60 $49.00 Per User,Per Month It includes: - 60 Messages Per Month - 7-Day Free Trial With 20 Messages - Unlimited Devices - Rollover Messages CPA Pilot 150 $119.00 Per User,Per Month It includes: - 150 Messages Per Month - 7-Day Free Trial With 20 Messages - Unlimited Devices - Rollover Messages CPA Pilot Unlimited $199.00 Per User,Per Month It includes: - Unlimited Messages For Power Users - 7-Day Free Trial With 20 Messages Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.