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Intuit TurboTax / Intuit Assist vs MarginEdge

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

IIntuit TurboTax / Intuit AssistFreemiumVisit site
MMarginEdgeFrom $350/moVisit site
VS
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
M

Choose MarginEdge if…

  • you're in its core audience: independent restaurant owners, multi-unit restaurant groups

Side by side

Feature Intuit TurboTax / Intuit Assist MarginEdge
Pricing modelFreemiumPaid
Starting price—$350/mo
Free plan
Free trial
API
Open source
Trains AI on your content—Yes
Data retention—Kept while account is active or as needed to provide services
Security and compliance—PCI DSS
Invoice capture—
Bill pay—
QuickBooks/Xero sync—
Forecasting—
Human experts included
PlatformsWebWeb
CategoryFinance & AccountingFinance & Accounting
CompanyIntuit Inc.MarginEdge, Co.
Based inUnited StatesUnited States
Founded——
Part of——

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

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

MarginEdge

MarginEdge$350/mo per location
MarginEdge + Freepour$500/mo per location
Large groupsCustom

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

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Built from each vendor's public website; we haven't tested them hands-on. Editorial policy