B
CPA Pilot vs Thomson Reuters Checkpoint Edge
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
T
Choose Thomson Reuters Checkpoint Edge if…
- you need an API to build on
- you're in its core audience: tax professionals, small and mid-market cpa firms
Side by side
Feature CPA Pilot Thomson Reuters Checkpoint Edge
Pricing modelFree trialContact for pricing
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-cancellationPer enterprise records retention schedule, varies by Service and record type
Forecasting—
Human experts included—
PlatformsWebWeb
CategoryFinance & AccountingFinance & Accounting
CompanyCPA PilotThomson Reuters Corporation
Based inUnited StatesCanada
Founded—2008
Part of—The Woodbridge Company
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
T Thomson Reuters Checkpoint Edge
- AI tax answers grounded in Checkpoint content
- Citations showing the source of each answer
- Document upload and summarization
- Shared workspaces for team collaboration
- Workflow automation for everyday tax tasks
- Tax and accounting APIs through the Thomson Reuters developer portal
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
Thomson Reuters Checkpoint Edge
CoCounsel Tax EssentialsCustom
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
Thomson Reuters Checkpoint Edge
- Answers come with citations to authoritative Checkpoint content
- The Essentials plan is designed for firm-wide use
- Users can be upgraded as firm needs grow
- No prices published; pricing requires contacting sales
- Essentials is capped at 20 citation-backed answers per user per week
- Checkpoint Edge is not listed among the products offering free trials or demos
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Built from each vendor's public website; we haven't tested them hands-on. Editorial policy