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 Block | Pilot | |
|---|---|---|
| Category | Accounting Software | Accounting Software |
| Total Features | 42 | 64 |
| AI-Powered Features | 1 | 4 |
| Starting Price | Free | $99/mo |
| Pricing Tiers | 3 | 14 |
| Integrations | 0 | 9 |
| Shared Features | 0 | |
| Shared Integrations | 0 | |
| Data Quality | 70% | 90% |
Feature Comparison by Category
AI (0 vs 3)
| Feature | H&R Block | Pilot |
|---|---|---|
| AI Account Reconciliation | ||
| AI Instant Answers | ||
| AI Transaction Categorization |
Account Management (1 vs 0)
| Feature | H&R Block | Pilot |
|---|---|---|
| MyBlock Account |
Advisory (0 vs 11)
| Feature | H&R Block | 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 | H&R Block | Pilot |
|---|---|---|
| Accrual Basis Bookkeeping | ||
| Cash Basis Bookkeeping | ||
| Custom Chart of Accounts | ||
| Monthly Book Closing | ||
| Standard Chart of Accounts |
Business Services (5 vs 0)
| Feature | H&R Block | Pilot |
|---|---|---|
| Bookkeeping Services | ||
| Business Formation Services | ||
| Creator Suite | ||
| Payroll Services | ||
| Small Business Taxes |
Communication (2 vs 0)
| Feature | H&R Block | Pilot |
|---|---|---|
| Secure Chat with Tax Pro | ||
| Virtual Call Support |
Core Filing (1 vs 0)
| Feature | H&R Block | Pilot |
|---|---|---|
| Online Tax Filing |
Customization (0 vs 1)
| Feature | H&R Block | Pilot |
|---|---|---|
| Custom Workflows |
Educational Resources (2 vs 0)
| Feature | H&R Block | Pilot |
|---|---|---|
| Income Tax Course | ||
| Tax Knowledge Base |
Equity Management (0 vs 1)
| Feature | H&R Block | Pilot |
|---|---|---|
| Stock Administration |
Financial Management (0 vs 5)
| Feature | H&R Block | Pilot |
|---|---|---|
| Accounts Payable Management | ||
| Accounts Receivable Management | ||
| Bill Payment Processing | ||
| Invoice Collection | ||
| Real-time Expense Tracking |
Financial Planning (0 vs 6)
| Feature | H&R Block | Pilot |
|---|---|---|
| 13-Week Cash Flow Analysis | ||
| Cash & Runway Optimization | ||
| Cash Flow Modeling | ||
| Custom Financial Model | ||
| Scenario Planning | ||
| Scenario Planning Model |
Financial Products (8 vs 0)
| Feature | H&R Block | Pilot |
|---|---|---|
| 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)
| Feature | H&R Block | Pilot |
|---|---|---|
| 100% Accuracy Guarantee | ||
| Bookkeeping Guarantee | ||
| Maximum Refund Guarantee |
HR & Payroll (0 vs 4)
| Feature | H&R Block | Pilot |
|---|---|---|
| Compensation Planning & Benchmarking | ||
| HR & Benefits Management | ||
| Headcount & Compensation Planning | ||
| Payroll Administration |
Integration (0 vs 2)
| Feature | H&R Block | Pilot |
|---|---|---|
| Multi-platform Bank Integration | ||
| QuickBooks Compatibility |
Mobile (1 vs 0)
| Feature | H&R Block | Pilot |
|---|---|---|
| Mobile Apps |
Pricing (2 vs 0)
| Feature | H&R Block | Pilot |
|---|---|---|
| Free Edition | ||
| No Surprise Pricing |
Professional Services (6 vs 0)
| Feature | H&R Block | Pilot |
|---|---|---|
| Full-Service Tax Prep | ||
| ITIN Application | ||
| In-Person Tax Appointments | ||
| Professional Tax Pro Review | ||
| Tax Notice Services | ||
| Virtual Tax Appointments |
Reporting (0 vs 5)
| Feature | H&R Block | Pilot |
|---|---|---|
| Budget vs Actuals Analysis | ||
| Financial Reporting | ||
| Intelligent Dashboards | ||
| Investor & Board Reporting | ||
| KPI Dashboard |
Review Services (1 vs 0)
| Feature | H&R Block | Pilot |
|---|---|---|
| Second Look Review |
Security (1 vs 0)
| Feature | H&R Block | Pilot |
|---|---|---|
| Peace of Mind Tax Identity Shield |
Setup (0 vs 5)
| Feature | H&R Block | Pilot |
|---|---|---|
| Banking Setup | ||
| Banking Support | ||
| Business Incorporation | ||
| Payroll System Setup | ||
| Pilot Bookkeeping System Setup |
Specialized Services (1 vs 0)
| Feature | H&R Block | Pilot |
|---|---|---|
| Expat Taxes |
Support (4 vs 4)
| Feature | H&R Block | Pilot |
|---|---|---|
| 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)
| Feature | H&R Block | 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 |
Tools (4 vs 0)
| Feature | H&R Block | Pilot |
|---|---|---|
| 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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