T
TAI tax research with cited answers from Checkpoint content for tax professionals
Contact
CPA Pilot vs Docyt
Pricing, features, platforms and who each one suits — side by side.
C
Choose CPA Pilot if…
- you want to trial it before paying
- you're in its core audience: cpas, enrolled agents
D
Choose Docyt if…
- you're in its core audience: hotel owners and asset managers, hotel management companies
Side by side
Feature CPA Pilot Docyt
Pricing modelFree trialContact for pricing
Starting price$29/mo—
Free plan
Free trial
API
Open source
Trains AI on your contentNoNo
Data retentionUploaded documents and outputs auto-deleted after 90 days; account data 30 days post-cancellationRemoved from active systems within 30 days of deletion, backups within 90 days
Security and compliance—SOC 2 Type II
Invoice capture—
Bill pay—
Reconciliation—
Forecasting
Human experts included
PlatformsWebWeb
CategoryFinance & AccountingFinance & Accounting
Rank in its category#5 of 10#7 of 10
CompanyCPA PilotDocyt, Inc.
Based inUnited StatesUnited States
Founded—2017
Part of——
What you'd pay
The cheapest plan that fits, per month, billed yearly where the plan offers it.
| Team size | CPA Pilot | Docyt |
|---|---|---|
| 1 person | $29 CPA Pilot 20 | no published plan |
| 5 people | $29 CPA Pilot 20 | no published plan |
| 20 people | $29 CPA Pilot 20 | no published plan |
Key features
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
D Docyt
- Nightly PMS and POS revenue posting with USALI mapping
- Continuous bank and card reconciliation
- Zero-day close with AI closing agents
- Multi-entity and intercompany accounting
- Bill pay via ACH, check and card with approvals
- Corporate cards with live budgets
- Daily Flash, budgeting, forecasting and STR benchmarking
- BooksGPT for plain-language questions about financials
Plans and prices
From each vendor's site. Prices change — confirm before buying.
CPA Pilot
CPA Pilot 20$29/mo
CPA Pilot 60$49/mo
CPA Pilot 150$119/mo
CPA Pilot Unlimited$199/mo
Docyt
EconomyCustom
Select serviceCustom
Full serviceCustom
Management companiesCustom
Strengths and limitations
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
Docyt
- Priced per property with unlimited users
- Integrations, onboarding and training included at no extra fee
- SOC 2 Type II certified, and customer data is not used to train public models
- No exit penalties, and data can be exported at any time
- No public prices; a quote is required
- Annual contracts only
- Check and ACH payments carry transaction fees
- Product is built mainly around hotel workflows
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Facts from each vendor's public pages, prices checked Oct 26, 2026. Editorial policy