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Intuit TurboTax / Intuit Assist vs Thomson Reuters Checkpoint Edge

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

IIntuit TurboTax / Intuit AssistFreemiumVisit site
TThomson Reuters Checkpoint EdgeContact for pricingVisit 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
T

Choose Thomson Reuters Checkpoint Edge if…

  • you need an API to build on
  • you're in its core audience: tax professionals, small and mid-market cpa firms

Side by side

Feature Intuit TurboTax / Intuit Assist Thomson Reuters Checkpoint Edge
Pricing modelFreemiumContact for pricing
Starting price——
Free plan
Free trial
API
Open source
Data retention—Per enterprise records retention schedule, varies by Service and record type
Human experts included—
PlatformsWebWeb
CategoryFinance & AccountingFinance & Accounting
CompanyIntuit Inc.Thomson Reuters Corporation
Based inUnited StatesCanada
Founded—2008
Part of—The Woodbridge Company

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

T Thomson Reuters Checkpoint Edge

  • AI tax answers grounded in Checkpoint content
  • Citations showing the source of each answer
  • Document upload and summarization
  • Shared workspaces for team collaboration
  • Workflow automation for everyday tax tasks
  • Tax and accounting APIs through the Thomson Reuters developer portal

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

Thomson Reuters Checkpoint Edge

CoCounsel Tax EssentialsCustom

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

Thomson Reuters Checkpoint Edge

  • Answers come with citations to authoritative Checkpoint content
  • The Essentials plan is designed for firm-wide use
  • Users can be upgraded as firm needs grow
  • No prices published; pricing requires contacting sales
  • Essentials is capped at 20 citation-backed answers per user per week
  • Checkpoint Edge is not listed among the products offering free trials or demos

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