T
TAI tax research with cited answers from Checkpoint content for tax professionals
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Bloomberg Tax vs CPA Pilot
Pricing, features, platforms and who each one suits — side by side.
B
Choose Bloomberg Tax if…
- you're in its core audience: tax professionals, accountants
C
Choose CPA Pilot if…
- you want to trial it before paying
- you're in its core audience: cpas, enrolled agents
Side by side
Feature Bloomberg Tax CPA Pilot
Pricing modelContact for pricingFree trial
Starting price—$29/mo
Free plan
Free trial
API
Open source
Trains AI on your content—No
Data retention—Uploaded documents and outputs auto-deleted after 90 days; account data 30 days post-cancellation
Forecasting—
Human experts included—
PlatformsWebWeb
CategoryFinance & AccountingFinance & Accounting
CompanyBloomberg Tax & AccountingCPA Pilot
Based in—United States
Founded——
Part of——
Key features
B Bloomberg Tax
- Bloomberg Tax Answers generative AI tool for tax questions
- AI Assistant within the research platform
- Tax research content for professionals
- AI tools included at no additional charge
C
- Tax return review that flags risks and inconsistencies
- Client-ready summaries of 1040, 1120, 1120-S and 1065 returns
- Tax organizer generated from a prior-year return
- Drafts researched replies to client emails
- Federal and state tax research with code citations
- Tax projections and scenario modeling
- Entity selection comparison: Schedule C, LLC, S-Corp, C-Corp
- Maps PDF, Excel or CSV data into tax software fields
Plans and prices
From each vendor's site. Prices change — confirm before buying.
Bloomberg Tax
SubscriptionCustom
CPA Pilot
CPA Pilot 20$29/mo
CPA Pilot 60$49/mo
CPA Pilot 150$119/mo
CPA Pilot Unlimited$199/mo
Strengths and limitations
Bloomberg Tax
- Generative AI tools included at no additional charge
- Backed by Bloomberg Tax & Accounting research content
- No public pricing; you have to contact sales
- AI features available only to subscribers
CPA Pilot
- Every plan includes all AI workflows
- Pricing is by messages, not seats, with unlimited devices
- Annual billing saves 16% and unused messages roll over
- Outputs can be exported as PDF, CSV or text
- Credit card required to start the free trial
- Lower plans have small message allowances (20/month on the $29 plan)
- Subscriptions can't be paused
- Focused on U.S. tax only
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Built from each vendor's public website; we haven't tested them hands-on. Editorial policy