AI assistant for CPAs to automate client communication, document intake, and task tracking.
🤖 AI Client Assistant to handle client Q&A and reminders 📩 Automated Email & SMS Follow-ups for docs & updates 📂 Smart Document Collection with status tracking ⏱️ Workflow Automation for tax prep and filing tasks 🧠 Pre-built Tax Templates to streamline onboarding
Customer Reviews
Your comment is very important to us, be the first to leave one!
🔔 Did CPA Pilot have any discounts during Black Friday/Cyber Monday?
There were no extra discounts for CPA Pilot during Black Friday/Cyber Monday 2024. 🕵️♀️ ColorMango regularly monitors CPA Pilot deals during Black Friday/Cyber Monday and updates the latest discounts as soon as they are available.
🔔 How does the refund process work for CPA Pilot?
Subscription products typically do not support refunds — only cancellation of the current subscription is allowed. We recommend starting with a monthly subscription to confirm satisfaction before upgrading to an annual plan. If you encounter any issues, contact ColorMango Support for assistance.