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TAI tax research with cited answers from Checkpoint content for tax professionals
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CPA Pilot vs NotebookLM
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
N
Choose NotebookLM if…
- you want a free plan to start with
- you're in its core audience: students, researchers
Side by side
Feature CPA Pilot NotebookLM
Pricing modelFree trialFreemium
Starting price$29/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
CategoryFinance & AccountingResearch Assistants
Rank in its category#5 of 10—
CompanyCPA PilotGoogle
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
N NotebookLM
- Notebooks organized around your uploaded sources
- Answers questions using a Gemini model
- Up to 600 sources per notebook on top tiers
- Notebook sharing, with advanced controls on Enterprise
- Workspace and Workspace for Education access
- Enterprise security controls via Google Cloud
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
NotebookLM
StandardFree
Plus (Google AI Plus)Price not stated
Pro (Google AI Pro)Price not stated
Ultra (Google AI Ultra)Price not stated
EnterpriseCustom
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
NotebookLM
- Free Standard tier allows 100 notebooks and 50 sources per notebook
- Paid tiers raise limits to as many as 600 sources per notebook
- Available through Workspace, Workspace for Education and Google Cloud
- NotebookLM help page gives no prices; they sit on separate Google AI plan pages
- Watermarks stay on output in India, South Korea and Vietnam even on paid plans
- Google labels plan limits as subject to change
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Facts from each vendor's public pages, prices checked Oct 26, 2026. Editorial policy