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TAI tax research with cited answers from Checkpoint content for tax professionals
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CPA Pilot vs Intuit TurboTax / Intuit Assist
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
I
Choose Intuit TurboTax / Intuit Assist if…
- you want a free plan to start with
- you're in its core audience: individual taxpayers, w-2 employees
Side by side
Feature CPA Pilot Intuit TurboTax / Intuit Assist
Pricing modelFree trialFreemium
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-cancellation—
Forecasting—
Human experts included
PlatformsWebWeb
CategoryFinance & AccountingFinance & Accounting
CompanyCPA PilotIntuit Inc.
Based inUnited StatesUnited States
Founded——
Part of——
Key features
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- 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
I Intuit TurboTax / Intuit Assist
- Step-by-step guided federal and state tax filing
- Intuit Assist AI answers tax questions while you file
- Import, upload or photograph documents to auto-fill fields
- CompleteCheck scans the return for errors
- On-demand advice and final review from tax experts
- Full-service option where an expert files for you
- Monthly bookkeeping and advisory service for sole proprietors
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
Intuit TurboTax / Intuit Assist
Free Edition$0 Federal + $0 State + $0 To File
Do It Yourself$0-$139
Expert Assist$59-$209
Expert Full ServiceStarting at $129
Expert 365 Business$61/mo
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
Intuit TurboTax / Intuit Assist
- Free Edition covers simple Form 1040 returns at $0 federal and state
- Intuit Assist AI is included in Do It Yourself editions
- Users can upgrade to human tax expert help or full service
- Documents can be imported or photographed and auto-filled
- Free Edition excludes itemized deductions, self-employment, investment and rental income
- Help and Support is not included in the Free Edition
- Expert 365 Business needs QuickBooks Simple Start ($38/mo), sold separately
- Expert 365 Business is not available to C-Corps, S-Corps or partnerships
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Built from each vendor's public website; we haven't tested them hands-on. Editorial policy