T
TAI tax research with cited answers from Checkpoint content for tax professionals
Contact
CPA Pilot vs Pilot
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 $99/mo)
- you're in its core audience: cpas, enrolled agents
P
Choose Pilot if…
- you're in its core audience: startup founders, small business owners
Side by side
Feature CPA Pilot Pilot
Pricing modelFree trialFree trial
Starting price$29/mo$99/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-cancellationKept until deletion request; tax data at least seven years
Bill pay—
QuickBooks/Xero sync—
Reconciliation—
Forecasting
Human experts included
PlatformsWebWeb
CategoryFinance & AccountingFinance & Accounting
CompanyCPA PilotPilot.com, Inc.
Based inUnited StatesUnited 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
P Pilot
- AI transaction categorization and account reconciliation
- Monthly book close with financial reports
- AI answers about past transactions and cash flow
- Cash flow scenario modeling
- US-based dedicated bookkeeping team
- Business tax filing and R&D credit services
- Fractional CFO advisory and fundraising support
- Outsourced payroll, AP, AR and stock administration
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
Pilot
Bookkeeping Essentials$99/month
Bookkeeping CoreContact sales
Bookkeeping CustomCustom
Tax - Single Member LLCFrom $1,000/year
Tax - Partnerships & S-CorpsFrom $2,000/year
Tax - C-CorpsFrom $2,450/year
CFO BasicFrom $1,750/month billed annually
CFO EssentialsFrom $3,150/month billed annually
CFO CustomFrom $5,250/month billed annually
Operations StarterFrom $750 one-time
Operations EssentialsFrom $850/month
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
Pilot
- Entry bookkeeping plan priced at $99/month
- Pricing for tax, CFO and operations services is published
- Combines AI tooling with US-based bookkeepers and CFOs
- Free tax extension included in tax plans
- Tax and operations plans must be bought with Pilot Bookkeeping
- Core and Custom bookkeeping prices require contacting sales
- CFO plans start at $1,750/month
- Not a public accounting firm, so it does not provide licensed CPA services
More comparisons
Other options to consider
TT
Contact
T
AI tax research with cited answers from Checkpoint content for tax professionals
Finance & AccountingAPI
B
B
Contact
B
Tax research platform with AI answers and an assistant for tax professionals
Finance & Accounting
I
IGuided tax filing software with AI answers and optional help from tax experts
Freemium
I
Freemium
I
Guided tax filing software with AI answers and optional help from tax experts
Finance & AccountingFree plan
M
MM
Free, from $19/mo
M
Recipe management, food costing and kitchen training for restaurant groups
Finance & AccountingFree plan
M
MM
From $350/mo
M
Restaurant back office software for invoices, food costs and inventory
Finance & Accounting
B
BB
From $53/mo
B
AI bookkeeping automation platform built for accounting firms and their clients
Finance & Accounting
Built from each vendor's public website; we haven't tested them hands-on. Editorial policy