Pilot vs ProSeries Tax Software
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Pilot offers more features (64 vs 20) and more integrations (9 vs 3). Starting price: Pilot at $99/mo vs ProSeries Tax Software at Contact Sales. Pilot has 64 unique features while ProSeries Tax Software has 20 unique features, with 0 features in common.
| Pilot | ProSeries Tax Software | |
|---|---|---|
| Category | Accounting Software | Accounting Software |
| Total Features | 64 | 20 |
| AI-Powered Features | 4 | 0 |
| Starting Price | $99/mo | Contact Sales |
| Pricing Tiers | 14 | 3 |
| Integrations | 9 | 3 |
| Shared Features | 0 | |
| Shared Integrations | 0 | |
| Data Quality | 90% | 70% |
Feature Comparison by Category
AI (3 vs 0)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| AI Account Reconciliation | ||
| AI Instant Answers | ||
| AI Transaction Categorization |
Advisory (11 vs 0)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| 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 |
Asset Management (0 vs 1)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Fixed Asset Manager |
Bookkeeping (5 vs 0)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Accrual Basis Bookkeeping | ||
| Cash Basis Bookkeeping | ||
| Custom Chart of Accounts | ||
| Monthly Book Closing | ||
| Standard Chart of Accounts |
Client Protection (0 vs 1)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Protection Plus |
Cloud Infrastructure (0 vs 1)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Cloud Hosting |
Collaboration (0 vs 1)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Multi-User Remote Access |
Customization (1 vs 0)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Custom Workflows |
Data Entry (0 vs 1)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Forms-Based Data Entry |
Data Security (0 vs 1)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Nightly Data Backups |
Disaster Recovery (0 vs 1)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Snapshot Technology |
Document Management (0 vs 1)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| eSignature |
Equity Management (1 vs 0)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Stock Administration |
Filing (0 vs 1)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| E-File Capability |
Financial Management (5 vs 0)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Accounts Payable Management | ||
| Accounts Receivable Management | ||
| Bill Payment Processing | ||
| Invoice Collection | ||
| Real-time Expense Tracking |
Financial Planning (6 vs 0)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| 13-Week Cash Flow Analysis | ||
| Cash & Runway Optimization | ||
| Cash Flow Modeling | ||
| Custom Financial Model | ||
| Scenario Planning | ||
| Scenario Planning Model |
Form Generation (0 vs 1)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Quick Employer Forms |
HR & Payroll (4 vs 0)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Compensation Planning & Benchmarking | ||
| HR & Benefits Management | ||
| Headcount & Compensation Planning | ||
| Payroll Administration |
Help & Support (0 vs 1)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| ProSeries Tool Hub |
Infrastructure (0 vs 1)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| 24x7 Availability |
Integration (2 vs 0)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Multi-platform Bank Integration | ||
| QuickBooks Compatibility |
Migration (0 vs 1)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Data Conversion |
Payment Processing (0 vs 1)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Pay-by-Refund |
Quality Assurance (0 vs 1)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Diagnostics Engine |
Reporting (5 vs 1)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Budget vs Actuals Analysis | ||
| Calculation Details | ||
| Financial Reporting | ||
| Intelligent Dashboards | ||
| Investor & Board Reporting | ||
| KPI Dashboard |
Security (0 vs 1)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Knowledge Based Authentication |
Setup (5 vs 0)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Banking Setup | ||
| Banking Support | ||
| Business Incorporation | ||
| Payroll System Setup | ||
| Pilot Bookkeeping System Setup |
Support (4 vs 0)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Email Support | ||
| In-app Messaging Support | ||
| Phone Support | ||
| Slack Integration Support |
Tax (12 vs 0)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| 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 Preparation (0 vs 2)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Business Tax Return Preparation | ||
| Individual Tax Return Preparation |
Training & Education (0 vs 1)
| Feature | Pilot | ProSeries Tax Software |
|---|---|---|
| Live Webinar Training |
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
Only in ProSeries Tax Software (20)
Fixed Asset Manager
Protection Plus
Cloud Hosting
Multi-User Remote Access
Forms-Based Data Entry
Nightly Data Backups
Snapshot Technology
eSignature
E-File Capability
Quick Employer Forms
ProSeries Tool Hub
24x7 Availability
Data Conversion
Pay-by-Refund
Diagnostics Engine
Calculation Details
Knowledge Based Authentication
Business Tax Return Preparation
Individual Tax Return Preparation
Live Webinar Training
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