Upload the notice
The document enters private storage in company context.
NOTICE → NEXT ACTION
Got an IRS or state notice? Upload it, understand it, track what happens next.
StatePilot keeps the notice in company context, uses AI to draft key facts such as agency, amount, risk, and deadline, then helps you move the work forward through human review and the Action Center.
✓ 3 AI notice analyses free✓ No card required✓ Human review required
Start without card details. Your first 3 successful AI notice analyses are complimentary; additional analyses require Pro. AI output is a review draft, and StatePilot never files, pays, signs, or submits to a government agency on your behalf.
Running your own business? For Business Owners →COMPLIANCE WORKFLOWHUMAN-IN-THE-LOOP
01Notice
02AI draft
03Human review
04Actions
05Audit trail
AI is a draft; no government action occurs without human approval.
HOW IT WORKS
From notice to an auditable action.
The document, AI draft, human decision, and next action stay inside one controlled workflow.
AI extracts key facts
Agency, deadline, risk, and suggested actions become a draft.
Staff reviews
Fields and notes are verified and corrected with human judgment.
Manager approves
Approved actions enter the controlled work queue.
History stays
Case activity remains in the audit timeline.
SECURITY & DATA
A controlled workspace for notice data.
StatePilot does not trade user control for automation. Its security posture is organized around three clear principles.
PRIVATE BY DEFAULT
Private document storage
Uploaded documents remain in private storage and document viewing uses time-limited access links.
- Company / client-scoped access
- Remove an incorrect new upload before analysis
HUMAN CONTROL
Human-controlled AI
AI creates a draft for review. It is not treated as a final professional or legal conclusion.
- Human review and manager approval
- No automatic filing, payment, signing, or submission
AUDITABLE
Auditable workflow
Documents, AI drafts, and approved actions stay tied to the same case context; product analytics remains optional.
- Case activity remains in audit history
- StatePilot is an independent private software service
See the Privacy Policy and Terms of Use for more detail.
STATE COVERAGE
Baseline review across 50 states + DC; deeper rules in 5 states.
StatePilot creates baseline formation, payroll, sales-tax nexus, and foreign-qualification reviews nationwide, with deeper rule sets in the five states below.
DEDEEP RULES
Delaware
Annual reportFranchise taxRegistered AgentWithholding
WYDEEP RULES
Wyoming
Annual reportRegistered AgentGood standingPermitting
FLDEEP RULES
Florida
Annual reportSales taxPayrollReemployment
TXDEEP RULES
Texas
PIR / OIRFranchise taxSales permitUnemployment
NYDEEP RULES
New York
BiennialLLC publicationSales taxPayroll / UI
50 states + DC baseline coverageFormation · Payroll · Sales Tax Nexus · Foreign Qualification
PRICING
Start free first.
Use the free plan or upgrade to a monthly subscription when you need more. Paid plans renew monthly and can be managed from your account.
Free
$0/mo- ✓ Tracking score + next-action dashboard
- ✓ Critical federal / state tasks
- ✓ Official agency sources
- ✓ 1 company profile
- ✓ First 3 successful AI notice analyses
- — No month-end tracking center
Pro
$12.99/mo- ✓ Everything in Free
- ✓ Accounting Tracking Center & month-end checklist
- ✓ Calendar + reminders + secure document center
- ✓ Compliance Inbox + AI Notice Analysis
- ✓ Human Review / Approval
- ✓ Action Center + append-only Audit Timeline
- ✓ Federal filing / estimated-tax payment tracking
Business
$29.99/mo- ✓ Everything in Pro
- ✓ Employee & contractor tracking
- ✓ W-4 / I-9 / W-9 status tracking
- ✓ Optional YTD paid reference
- ✓ 941 / 940 / W-2 / W-3 / 1099 status checklist
- ✓ Federal/state deposit & unemployment status tracking
- ✓ Sales Tax + nexus + licenses + foreign qualification
- ✓ Multi-state risk map + one-page tracking summary
PLAN COMPARISON
Which details are included in each plan?
StatePilot is not a replacement for bookkeeping software; it makes accounting, payroll, and compliance processes trackable.
FeatureFreeProBusiness
Tracking score & key dates✓✓✓
Accounting Tracking Center / month-end close—✓✓
Documents + calendar + reminders—✓✓
Compliance Inbox + AI Notice Analysis3 analyses✓✓
Human Review / Approval + Action Center—✓✓
Append-only Audit Timeline—✓✓
Federal filing / estimated-tax tracking—✓✓
Employee / contractor tracking——✓
Payroll filing / deposit status tracking——✓
Sales Tax / nexus / licenses——✓
Multi-state risk map + tracking summary——✓
Prices are in USD. A free account includes the first 3 successful AI notice analyses; additional analyses follow paid-plan limits. AI analysis features are subject to beta usage safeguards. Applicable taxes may be calculated during secure checkout. See the Refund & Cancellation Policy and Terms of Service for details.
FAQ
Common questions about StatePilot.
What exactly does StatePilot do?
StatePilot helps organize business tasks, important dates, documents and official-source links in one dashboard. It does not prepare tax returns or submit government filings for you.
Does StatePilot automatically determine my obligations?
StatePilot creates tracking items that may be relevant based on your company profile. Items that require confirmation are presented as review or verification tasks. Always check the linked official source before acting.
Do you file tax returns or annual reports?
No. StatePilot is a tracking and organization tool. You complete filings through the relevant government agency or with your professional adviser.
Where does the information come from and how current is it?
Content is based on official sources such as the IRS, FinCEN and relevant state agencies. Guide articles display official sources and a last-reviewed date. A link to an official source does not mean that agency approves, sponsors, endorses, or is affiliated with StatePilot.
Can I preview the dashboard as a guest?
Yes. You can preview the sample dashboard as a guest. Create an account to add your own company, save information and use personalized tracking features.
Which states are supported?
The current version includes federal tracking plus baseline review coverage across all 50 states and DC, with deeper rule sets for Delaware, Wyoming, Florida, Texas and New York. State-specific conclusions should still be verified with official sources.
How are my company information and documents protected?
Company data is tied to your account and stored with private access controls. Upload only necessary business records; do not upload passwords, recovery codes or card details.
Does StatePilot provide tax or legal advice?
No. StatePilot is an information and tracking tool. Consult a CPA, EA or attorney for decisions specific to your business.
CPA PRACTICE WORKFLOW
Simple for one owner. Controlled for a practice team.
The active client context makes cases, deadlines, reviews, and actions immediately clear.
Move from a notice to a structured draft; AI output never becomes final before human review.
Manage priorities, approval state, and open actions in the same case.
Keep the source document in context with private storage and company-scoped access.
Review, approval, and action changes remain in the append-only audit timeline.
Private document storageCompany-scoped accessHuman-approved AINo automatic filing or payment
CPA PRACTICE PLANS
A controlled workflow that grows with your client portfolio.
CPA Practice plans bring client access, team coordination, and human-approved AI review into one operations workspace. If you already have a paid subscription, make plan changes from Manage Subscription.
CPA Practice
$59/mo25 active clients · 3 non-owner staff · 100 successful AI analyses/month
- Manage client notices in distinct cases
- Review and approve AI drafts with human judgment
- Keep actions and audit history together
CPA Practice Growth
$129/mo100 active clients · 10 non-owner staff · 300 successful AI analyses/month
- Scale to a broader client portfolio
- Keep review, actions, and history in one operations workflow
Human-approved work
ControlledStatePilot analyzes notices, makes work visible, and preserves the decision record.
- It does not submit filings, sign, or make payments
- AI output is not final without human approval
- Client access is limited by role and assignment