H&R Block vs Pilot

Side-by-side comparison of features, pricing, and integrations.

Quick Verdict

H&R Block offers fewer features (42 vs 64) and fewer integrations (0 vs 9). Starting price: H&R Block at Free vs Pilot at $99/mo. H&R Block has 42 unique features while Pilot has 64 unique features, with 0 features in common.

H&R BlockPilot
CategoryAccounting SoftwareAccounting Software
Total Features4264
AI-Powered Features14
Starting PriceFree$99/mo
Pricing Tiers314
Integrations09
Shared Features0
Shared Integrations0
Data Quality70%90%

Feature Comparison by Category

AI (0 vs 3)

FeatureH&R BlockPilot
AI Account Reconciliation
AI Instant Answers
AI Transaction Categorization

Account Management (1 vs 0)

FeatureH&R BlockPilot
MyBlock Account

Advisory (0 vs 11)

FeatureH&R BlockPilot
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)

FeatureH&R BlockPilot
Accrual Basis Bookkeeping
Cash Basis Bookkeeping
Custom Chart of Accounts
Monthly Book Closing
Standard Chart of Accounts

Business Services (5 vs 0)

FeatureH&R BlockPilot
Bookkeeping Services
Business Formation Services
Creator Suite
Payroll Services
Small Business Taxes

Communication (2 vs 0)

FeatureH&R BlockPilot
Secure Chat with Tax Pro
Virtual Call Support

Core Filing (1 vs 0)

FeatureH&R BlockPilot
Online Tax Filing

Customization (0 vs 1)

FeatureH&R BlockPilot
Custom Workflows

Educational Resources (2 vs 0)

FeatureH&R BlockPilot
Income Tax Course
Tax Knowledge Base

Equity Management (0 vs 1)

FeatureH&R BlockPilot
Stock Administration

Financial Management (0 vs 5)

FeatureH&R BlockPilot
Accounts Payable Management
Accounts Receivable Management
Bill Payment Processing
Invoice Collection
Real-time Expense Tracking

Financial Planning (0 vs 6)

FeatureH&R BlockPilot
13-Week Cash Flow Analysis
Cash & Runway Optimization
Cash Flow Modeling
Custom Financial Model
Scenario Planning
Scenario Planning Model

Financial Products (8 vs 0)

FeatureH&R BlockPilot
Emerald Advance Loan
Emerald Card
Refund Advance Loan
Refund Transfer
Spruce Early Refund
Spruce Mobile Banking
Spruce Rewards
Spruce Savings Account

Guarantees (3 vs 0)

FeatureH&R BlockPilot
100% Accuracy Guarantee
Bookkeeping Guarantee
Maximum Refund Guarantee

HR & Payroll (0 vs 4)

FeatureH&R BlockPilot
Compensation Planning & Benchmarking
HR & Benefits Management
Headcount & Compensation Planning
Payroll Administration

Integration (0 vs 2)

FeatureH&R BlockPilot
Multi-platform Bank Integration
QuickBooks Compatibility

Mobile (1 vs 0)

FeatureH&R BlockPilot
Mobile Apps

Pricing (2 vs 0)

FeatureH&R BlockPilot
Free Edition
No Surprise Pricing

Professional Services (6 vs 0)

FeatureH&R BlockPilot
Full-Service Tax Prep
ITIN Application
In-Person Tax Appointments
Professional Tax Pro Review
Tax Notice Services
Virtual Tax Appointments

Reporting (0 vs 5)

FeatureH&R BlockPilot
Budget vs Actuals Analysis
Financial Reporting
Intelligent Dashboards
Investor & Board Reporting
KPI Dashboard

Review Services (1 vs 0)

FeatureH&R BlockPilot
Second Look Review

Security (1 vs 0)

FeatureH&R BlockPilot
Peace of Mind Tax Identity Shield

Setup (0 vs 5)

FeatureH&R BlockPilot
Banking Setup
Banking Support
Business Incorporation
Payroll System Setup
Pilot Bookkeeping System Setup

Specialized Services (1 vs 0)

FeatureH&R BlockPilot
Expat Taxes

Support (4 vs 4)

FeatureH&R BlockPilot
Email Support
Generative AI Chat Support
Help Center
In-app Messaging Support
Live Tax Pro Help
Phone Support
Slack Integration Support
Unlimited Expert Help

Tax (0 vs 12)

FeatureH&R BlockPilot
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

Tools (4 vs 0)

FeatureH&R BlockPilot
Tax Calculator
Tax Prep Checklist
W-4 Calculator
Where's My Refund

Unique Features

Only in H&R Block (42)

MyBlock Account
Bookkeeping Services
Business Formation Services
Creator Suite
Payroll Services
Small Business Taxes
Secure Chat with Tax Pro
Virtual Call Support
Online Tax Filing
Income Tax Course
Tax Knowledge Base
Emerald Advance Loan
Emerald Card
Refund Advance Loan
Refund Transfer
Spruce Early Refund
Spruce Mobile Banking
Spruce Rewards
Spruce Savings Account
100% Accuracy Guarantee

+ 22 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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