Equals vs Intuit TurboTax / Intuit Assist

Pricing, features, platforms and who each one suits — side by side.

Equals

AI spreadsheet with a managed warehouse for revenue, sales and retention metrics

From $2000/moVisit site

Intuit TurboTax / Intuit Assist

Guided tax filing software with AI answers and optional help from tax experts

FreemiumVisit site

Choose Equals if…

you want to trial it before paying
you work on Slack
you're in its core audience: finance teams, revenue operations

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

FeatureE

EqualsI

Intuit TurboTax / Intuit Assist

Pricing modelFree trialFreemium

Starting price$2000/mo—

Free plan

Free trial

API

Open source

Formula generation—

Live data connectors—

Shareable dashboards—

PlatformsWeb, SlackWeb

CategorySpreadsheetsFinance & Accounting

Rank in its category—#1 of 10

CompanyEquals Technologies, Inc.Intuit Inc.

Based in—United States

Founded——

Part of——

What you'd pay

The cheapest plan that fits, per month, billed yearly where the plan offers it.

Team size	Equals	Intuit TurboTax / Intuit Assist
1 person	$3,000 Business	$61 Expert 365 Business
5 people	$3,000 Business	$61 Expert 365 Business
20 people	$3,000 Business	$61 Expert 365 Business

Work it out for your team

People

Intuit TurboTax / Intuit AssistExpert 365 Business$61/mo
EqualsBusiness$3,000/mo

The cheapest paid plan with a published price that fits. Custom and sales-quoted plans aren't included.

Key features

E Equals

Managed Snowflake warehouse with synced source data
Salesforce connector with CRM writeback
Natural-language answers that show formulas and source queries
Pre-built ARR, NRR, pipeline and forecast dashboards
Scheduled metric updates to Slack or email
Live charts and tables embedded in Notion or Coda
MCP connection for external AI agents

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.

Equals

Essential$24k/year

Business$36k/year

Enterprise$60k/year

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

Equals

Every plan includes unlimited seats
AI answers show the formulas and source queries behind them
Includes a managed warehouse, so no separate data stack is needed
Free trial tailored to each customer

Plans start at $24k per year
AI usage beyond the included monthly spend is billed separately
Writeback and SSO are only on the higher plans
Additional connectors cost $199–$699/mo each

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