CPA AI Readiness Guide

Is Your Firm Ready for AI?

Answer 6 quick questions. Get a personalized AI readiness score — with specific next steps for your firm's stage.

5 minutes No email required Built for CPA firms
Self-Assessment

6 questions. Your honest score.

Pick the answer that best describes your firm today — not where you want to be.

Question 1 of 6
How much time does your team spend on tax research each week?
Question 2 of 6
Have clients asked you about AI, automation, or "what you're doing with technology"?
Question 3 of 6
Is your firm capacity-constrained — turning away work or stretched thin at peak season?
Question 4 of 6
How would you describe your client communication workflow?
Question 5 of 6
Have you or your staff tried general AI tools (ChatGPT, Copilot, etc.) for tax or accounting work?
Question 6 of 6
What's your firm's biggest concern about adopting AI?
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Calculating...

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Try CPA Pilot for $19/mo → No setup fee · Cancel anytime
Where AI Helps Most

3 areas that move the needle for CPA firms

These aren't theoretical. They're where CPA Pilot users report the biggest time savings — week one.

⚡

Tax Research Acceleration

Cut hours-long IRC research down to minutes. Get citations, plain-language explanations, and memo-ready answers — without leaving the platform.

  • IRC section lookups in seconds
  • Plain-English summaries for client memos
  • Edge case and exception handling
  • Comparable precedent analysis
✉️

Client Communication

Generate professional, accurate client-facing letters, responses, and explanations in your firm's voice — without drafting from scratch every time.

  • Engagement letters and scope updates
  • Tax notice response drafts
  • Year-end planning summaries
  • Consistent tone across your whole team
📋

Practice Management

Systematize onboarding, staff training, and recurring workflows so your firm scales without hiring headcount proportionally.

  • New staff onboarding guides
  • Tax season checklists and SOPs
  • Client onboarding questionnaires
  • Recurring task templates

Ready to try AI for your firm? Start for $19/mo.

CPA Pilot is purpose-built for tax professionals. Tax research, client communications, and practice tools — all in one platform, built by a licensed CPA, trusted by 6,000+ professionals.

See Pricing Plans → No setup fee · No long-term contracts · Cancel anytime