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TAI tax research with cited answers from Checkpoint content for tax professionals
Contact
CPA Pilot vs Equals
Pricing, features, platforms and who each one suits — side by side.
C
Choose CPA Pilot if…
- you want the lower entry price ($29/mo vs $2000/mo)
- you're in its core audience: cpas, enrolled agents
E
Choose Equals if…
- you work on Slack
- you're in its core audience: finance teams, revenue operations
Side by side
Feature CPA Pilot Equals
Pricing modelFree trialFree trial
Starting price$29/mo$2000/mo
Free plan
Free trial
API
Open source
Trains AI on your contentNo—
Data retentionUploaded documents and outputs auto-deleted after 90 days; account data 30 days post-cancellation—
Forecasting—
Human experts included—
PlatformsWebWeb, Slack
CategoryFinance & AccountingSpreadsheets
CompanyCPA PilotEquals Technologies, Inc.
Based inUnited States—
Founded——
Part of——
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
E Equals
- Managed Snowflake warehouse with synced source data
- Salesforce connector with CRM writeback
- Natural-language answers that show formulas and source queries
- Pre-built ARR, NRR, pipeline and forecast dashboards
- Scheduled metric updates to Slack or email
- Live charts and tables embedded in Notion or Coda
- MCP connection for external AI agents
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
Equals
Essential$24k/year
Business$36k/year
Enterprise$60k/year
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
Equals
- Every plan includes unlimited seats
- AI answers show the formulas and source queries behind them
- Includes a managed warehouse, so no separate data stack is needed
- Free trial tailored to each customer
- Plans start at $24k per year
- AI usage beyond the included monthly spend is billed separately
- Writeback and SSO are only on the higher plans
- Additional connectors cost $199–$699/mo each
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