Lacerte Tax Software vs Pilot

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

Quick Verdict

Lacerte Tax Software offers fewer features (14 vs 64) and fewer integrations (2 vs 9). Starting price: Lacerte Tax Software at Contact Sales vs Pilot at $99/mo. Lacerte Tax Software has 14 unique features while Pilot has 64 unique features, with 0 features in common.

Lacerte Tax SoftwarePilot
CategoryAccounting SoftwareAccounting Software
Total Features1464
AI-Powered Features14
Starting PriceContact Sales$99/mo
Pricing Tiers314
Integrations29
Shared Features0
Shared Integrations0
Data Quality50%90%

Feature Comparison by Category

AI (0 vs 3)

FeatureLacerte Tax SoftwarePilot
AI Account Reconciliation
AI Instant Answers
AI Transaction Categorization

Advisory (0 vs 11)

FeatureLacerte Tax SoftwarePilot
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

Automation (1 vs 0)

FeatureLacerte Tax SoftwarePilot
Automated K-1 Delivery

Bookkeeping (0 vs 5)

FeatureLacerte Tax SoftwarePilot
Accrual Basis Bookkeeping
Cash Basis Bookkeeping
Custom Chart of Accounts
Monthly Book Closing
Standard Chart of Accounts

Calculation (1 vs 0)

FeatureLacerte Tax SoftwarePilot
Complex Calculations

Client Management (1 vs 0)

FeatureLacerte Tax SoftwarePilot
Intuit Link Client Portal

Cloud Hosting (1 vs 0)

FeatureLacerte Tax SoftwarePilot
Hosting Services

Collaboration (2 vs 0)

FeatureLacerte Tax SoftwarePilot
Multiple Preparer Support
Remote Collaboration

Customization (0 vs 1)

FeatureLacerte Tax SoftwarePilot
Custom Workflows

Document Management (1 vs 0)

FeatureLacerte Tax SoftwarePilot
Document Management System

Equity Management (0 vs 1)

FeatureLacerte Tax SoftwarePilot
Stock Administration

Financial Management (0 vs 5)

FeatureLacerte Tax SoftwarePilot
Accounts Payable Management
Accounts Receivable Management
Bill Payment Processing
Invoice Collection
Real-time Expense Tracking

Financial Planning (0 vs 6)

FeatureLacerte Tax SoftwarePilot
13-Week Cash Flow Analysis
Cash & Runway Optimization
Cash Flow Modeling
Custom Financial Model
Scenario Planning
Scenario Planning Model

HR & Payroll (0 vs 4)

FeatureLacerte Tax SoftwarePilot
Compensation Planning & Benchmarking
HR & Benefits Management
Headcount & Compensation Planning
Payroll Administration

Integration (1 vs 2)

FeatureLacerte Tax SoftwarePilot
Multi-platform Bank Integration
QuickBooks Compatibility
QuickBooks Online Accountant Integration

Licensing (1 vs 0)

FeatureLacerte Tax SoftwarePilot
FastPath License

Onboarding (1 vs 0)

FeatureLacerte Tax SoftwarePilot
Easy Start Onboarding

Reporting (0 vs 5)

FeatureLacerte Tax SoftwarePilot
Budget vs Actuals Analysis
Financial Reporting
Intelligent Dashboards
Investor & Board Reporting
KPI Dashboard

Setup (0 vs 5)

FeatureLacerte Tax SoftwarePilot
Banking Setup
Banking Support
Business Incorporation
Payroll System Setup
Pilot Bookkeeping System Setup

Signing (1 vs 0)

FeatureLacerte Tax SoftwarePilot
eSignature

Support (0 vs 4)

FeatureLacerte Tax SoftwarePilot
Email Support
In-app Messaging Support
Phone Support
Slack Integration Support

Support & Resources (1 vs 0)

FeatureLacerte Tax SoftwarePilot
Tax Resources Library

Tax (0 vs 12)

FeatureLacerte Tax SoftwarePilot
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 Planning (2 vs 0)

FeatureLacerte Tax SoftwarePilot
Intuit Tax Advisor
Tax Planner and Analyzer

Unique Features

Only in Lacerte Tax Software (14)

Automated K-1 Delivery
Complex Calculations
Intuit Link Client Portal
Hosting Services
Multiple Preparer Support
Remote Collaboration
Document Management System
QuickBooks Online Accountant Integration
FastPath License
Easy Start Onboarding
eSignature
Tax Resources Library
Intuit Tax Advisor
Tax Planner and Analyzer

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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