PIntuit TurboTax / Intuit Assist vs MarginEdge
Pricing, features, platforms and who each one suits — side by side.
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
Choose MarginEdge if…
- you're in its core audience: independent restaurant owners, multi-unit restaurant groups
Side by side
Key features
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
M MarginEdge
- AI and human-reviewed invoice coding
- Daily controllable P&L including labor
- Price change alerts on most-used products
- Tom AI assistant for cost questions
- MCP connector for ChatGPT, Claude and Gemini
- Recipe costing with automatic plate cost updates
- Inventory counts and AI sales forecasting
- Unlimited bill pay for U.S. restaurants
Plans and prices
From each vendor's site. Prices change — confirm before buying.
Intuit TurboTax / Intuit Assist
MarginEdge
Strengths and limitations
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
MarginEdge
- Flat $350 per location per month with unlimited invoice processing
- No contracts on monthly billing and no setup fees
- Integrates with Toast, Square, QuickBooks, Xero and 7shifts
- Restaurant data is not used to train AI models
- No free plan or free trial listed
- Toast users pay a pass-through API fee and need the $50/mo Restaurant Management Suite
- Bill Pay is available to U.S. clients only
- Onboarding packages cost extra
More comparisons
Other options to consider
P

AI-assisted bookkeeping, tax and CFO services for startups and small businesses
TAI tax research with cited answers from Checkpoint content for tax professionals


AI tax research with cited answers from Checkpoint content for tax professionals
Tax research platform with AI answers and an assistant for tax professionals
C
AI tax workspace for U.S. CPAs, EAs and tax firms: review, research, planning
M

Recipe management, food costing and kitchen training for restaurant groups
B
AI bookkeeping automation platform built for accounting firms and their clients
Built from each vendor's public website; we haven't tested them hands-on. Editorial policy
