CrossLink vs Pilot
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
CrossLink offers fewer features (48 vs 64) and fewer integrations (6 vs 9). Starting price: CrossLink at Contact Sales vs Pilot at $99/mo. CrossLink has 48 unique features while Pilot has 64 unique features, with 0 features in common.
| CrossLink | Pilot | |
|---|---|---|
| Category | Accounting Software | Accounting Software |
| Total Features | 48 | 64 |
| AI-Powered Features | 2 | 4 |
| Starting Price | Contact Sales | $99/mo |
| Pricing Tiers | 3 | 14 |
| Integrations | 6 | 9 |
| Shared Features | 0 | |
| Shared Integrations | 0 | |
| Data Quality | 80% | 90% |
Feature Comparison by Category
AI (2 vs 3)
| Feature | CrossLink | Pilot |
|---|---|---|
| AI Account Reconciliation | ||
| AI Instant Answers | ||
| AI Transaction Categorization | ||
| Tax Vision Assist | ||
| Tax Vision Assist on Client Data & Forms |
Advisory (0 vs 11)
| Feature | CrossLink | Pilot |
|---|---|---|
| Acquisition & GTM Strategy | ||
| Ad-hoc Strategy Support | ||
| Bi-weekly CFO Calls | ||
| Equity Story & Fundraising Insights | ||
| Financial Advisory | ||
| Fundraising Support | ||
| M&A Support | ||
| Monetization & Pricing Strategy | ||
| Monthly CFO Calls | ||
| Strategic Planning & OKRs | ||
| Weekly CFO Calls |
Bookkeeping (0 vs 5)
| Feature | CrossLink | Pilot |
|---|---|---|
| Accrual Basis Bookkeeping | ||
| Cash Basis Bookkeeping | ||
| Custom Chart of Accounts | ||
| Monthly Book Closing | ||
| Standard Chart of Accounts |
Client Communication (1 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| Pre-Season Letters & Organizers |
Client Management (2 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| Customer Portal | ||
| Remote Signature |
Client Services (1 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| Audit Assistance & ID Theft Protection |
Communication (1 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| TextLink Plus |
Compliance (3 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| 4,300 Federal and State Forms and Schedules | ||
| Form Verifications | ||
| Verify System |
Customization (1 vs 1)
| Feature | CrossLink | Pilot |
|---|---|---|
| Cobranding | ||
| Custom Workflows |
Data Analysis (1 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| Compare to Prior-Year Form Entry |
Data Automation (1 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| Autofill Employer, Payer, and Provider Data |
Data Import (2 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| Import 4562 Assets and 8948 Transactions | ||
| W-2 and 1099 Processing |
Data Management (1 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| Backup/Restore |
Data Migration (1 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| Free Data Conversions |
Deployment (3 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| Desktop Version | ||
| Hosted Version | ||
| Online Version |
Document Management (1 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| Document Archive |
Equity Management (0 vs 1)
| Feature | CrossLink | Pilot |
|---|---|---|
| Stock Administration |
Financial Management (0 vs 5)
| Feature | CrossLink | Pilot |
|---|---|---|
| Accounts Payable Management | ||
| Accounts Receivable Management | ||
| Bill Payment Processing | ||
| Invoice Collection | ||
| Real-time Expense Tracking |
Financial Planning (0 vs 6)
| Feature | CrossLink | Pilot |
|---|---|---|
| 13-Week Cash Flow Analysis | ||
| Cash & Runway Optimization | ||
| Cash Flow Modeling | ||
| Custom Financial Model | ||
| Scenario Planning | ||
| Scenario Planning Model |
HR & Payroll (0 vs 4)
| Feature | CrossLink | Pilot |
|---|---|---|
| Compensation Planning & Benchmarking | ||
| HR & Benefits Management | ||
| Headcount & Compensation Planning | ||
| Payroll Administration |
Integration (1 vs 2)
| Feature | CrossLink | Pilot |
|---|---|---|
| Multi-platform Bank Integration | ||
| QuickBooks Compatibility | ||
| Zapier Integration |
Mobile (1 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| TaxPass Mobile Site |
Office Management (5 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| Appointment Calendar | ||
| Management Dashboard | ||
| Multi-Firm Support | ||
| Network-Ready | ||
| Office Configuration |
Payment Processing (1 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| Remote Invoicing with Payjunction |
Professional Development (1 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| CrossLink Rewards |
Reference (1 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| TheTaxBook WebLibrary |
Reporting (2 vs 5)
| Feature | CrossLink | Pilot |
|---|---|---|
| Budget vs Actuals Analysis | ||
| Financial Reporting | ||
| Fixed Asset Reports | ||
| Intelligent Dashboards | ||
| Investor & Board Reporting | ||
| KPI Dashboard | ||
| Multi-Year Comparison Report |
Revenue Generation (1 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| Bank Product Options |
Security (1 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| Multi-Factor Authentication |
Setup (0 vs 5)
| Feature | CrossLink | Pilot |
|---|---|---|
| Banking Setup | ||
| Banking Support | ||
| Business Incorporation | ||
| Payroll System Setup | ||
| Pilot Bookkeeping System Setup |
Support (2 vs 4)
| Feature | CrossLink | Pilot |
|---|---|---|
| Email Support | ||
| In-app Messaging Support | ||
| Personalized Onboarding | ||
| Phone Support | ||
| Slack Integration Support | ||
| Technical Support |
Tax (0 vs 12)
| Feature | CrossLink | Pilot |
|---|---|---|
| 1099 Income Reporting | ||
| Delaware Franchise Tax Filing | ||
| Federal Income Tax Filing | ||
| Quarterly Tax Payments | ||
| R&D Tax Credit | ||
| Schedule C Filing | ||
| State Income Tax Filing | ||
| State Payroll & Tax Compliance | ||
| Tax Compliance & Preparation | ||
| Tax Consulting | ||
| Tax Extension Filing | ||
| Year-end Tax Package |
Tax Filing (7 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| City/Local Programs | ||
| Export K-1s | ||
| Federal E-file | ||
| Part-Year and Non-Resident State Returns | ||
| Prior Year Programs | ||
| State E-file | ||
| Unlimited Returns |
Tax Optimization (1 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| Filing Status Optimization |
Team Management (2 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| Tax Preparer Configurations | ||
| Unlimited Preparers |
Workflow (1 vs 0)
| Feature | CrossLink | Pilot |
|---|---|---|
| Quick Link from Verify to Source |
Unique Features
Only in CrossLink (48)
Tax Vision Assist
Tax Vision Assist on Client Data & Forms
Pre-Season Letters & Organizers
Customer Portal
Remote Signature
Audit Assistance & ID Theft Protection
TextLink Plus
4,300 Federal and State Forms and Schedules
Form Verifications
Verify System
Cobranding
Compare to Prior-Year Form Entry
Autofill Employer, Payer, and Provider Data
Import 4562 Assets and 8948 Transactions
W-2 and 1099 Processing
Backup/Restore
Free Data Conversions
Desktop Version
Hosted Version
Online Version
+ 28 more unique features
Only in Pilot (64)
Acquisition & GTM Strategy
Ad-hoc Strategy Support
Bi-weekly CFO Calls
Equity Story & Fundraising Insights
Financial Advisory
Fundraising Support
M&A Support
Monetization & Pricing Strategy
Monthly CFO Calls
Strategic Planning & OKRs
Weekly CFO Calls
AI Account Reconciliation
AI Instant Answers
AI Transaction Categorization
Accrual Basis Bookkeeping
Cash Basis Bookkeeping
Custom Chart of Accounts
Monthly Book Closing
Standard Chart of Accounts
Custom Workflows
+ 44 more unique features
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