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Intuit TurboTax / Intuit Assist vs Pilot

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

IIntuit TurboTax / Intuit AssistFreemiumVisit site
PPilotFrom $99/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
P

Choose Pilot if…

  • you want to trial it before paying
  • you're in its core audience: startup founders, small business owners

Side by side

Feature Intuit TurboTax / Intuit Assist Pilot
Pricing modelFreemiumFree trial
Starting price—$99/mo
Free plan
Free trial
API
Open source
Data retention—Kept until deletion request; tax data at least seven years
Bill pay—
QuickBooks/Xero sync—
Reconciliation—
Forecasting—
Human experts included
PlatformsWebWeb
CategoryFinance & AccountingFinance & Accounting
CompanyIntuit Inc.Pilot.com, Inc.
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

P Pilot

  • AI transaction categorization and account reconciliation
  • Monthly book close with financial reports
  • AI answers about past transactions and cash flow
  • Cash flow scenario modeling
  • US-based dedicated bookkeeping team
  • Business tax filing and R&D credit services
  • Fractional CFO advisory and fundraising support
  • Outsourced payroll, AP, AR and stock administration

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

Pilot

Bookkeeping Essentials$99/month
Bookkeeping CoreContact sales
Bookkeeping CustomCustom
Tax - Single Member LLCFrom $1,000/year
Tax - Partnerships & S-CorpsFrom $2,000/year
Tax - C-CorpsFrom $2,450/year
CFO BasicFrom $1,750/month billed annually
CFO EssentialsFrom $3,150/month billed annually
CFO CustomFrom $5,250/month billed annually
Operations StarterFrom $750 one-time
Operations EssentialsFrom $850/month

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

Pilot

  • Entry bookkeeping plan priced at $99/month
  • Pricing for tax, CFO and operations services is published
  • Combines AI tooling with US-based bookkeepers and CFOs
  • Free tax extension included in tax plans
  • Tax and operations plans must be bought with Pilot Bookkeeping
  • Core and Custom bookkeeping prices require contacting sales
  • CFO plans start at $1,750/month
  • Not a public accounting firm, so it does not provide licensed CPA services

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