YBL TaxPilot
The facts below are what the maker publishes about YBL TaxPilot, checked and dated. Our editors have not written about it yet.
Plans and prices
From YBL TaxPilot's own pricing page, checked 9 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Essentials | C$299, paid once | T1 return preparation and filing · TaxPilot basic access · 1 year YBL Connect document access · Standard processing · Starting at |
| Advanced | C$499, paid once | TaxPilot standard access · 2 year YBL Connect document access · 1 support call included · Priority email support during tax season · Starting at |
| Concierge | C$899, paid once | TaxPilot full access · 5 year YBL Connect document access · Year-round priority email support · Strategic tax planning call (1 per year) · Starting at |
The facts
Each one read from YBL TaxPilot's own pages, with the date it was checked.
What it does
- Business insights
- Self-employed users can compare expenses with industry benchmarks and review profit margins and incorporation considerations.checked 9 Oct 2001
- Intended users
- The site presents TaxPilot for Canadians, including individuals, self-employed people, and rental property owners.checked 9 Oct 2001
- Purpose
- TaxPilot turns a filed tax return into a year-round planning tool for Canadians; it is not tax filing software.checked 9 Oct 2001
- Rental analytics
- Rental analytics track income, expenses, and property performance, with tools for rental benchmarks and CCA planning.checked 9 Oct 2001
- RRSP optimizer
- The RRSP optimizer lets users explore contribution amounts, tax savings, and lower tax bracket thresholds.checked 9 Oct 2001
- Scenario simulator
- Users can test financial decisions and see how changes affect their tax outcome.checked 9 Oct 2001
- Security
- The site states that user data is encrypted and stays in Canada.checked 9 Oct 2001
- Support
- The site says a YBL advisor is a message away; support options vary by plan and include email, chat, and calls.checked 9 Oct 2001
- Tax calendar
- The tax calendar covers CRA deadlines, installment dates, and RRSP contribution windows.checked 9 Oct 2001
- Tax insights
- Tax insights offer personalized tips based on users’ tax data, with potential savings shown in dollar amounts.checked 9 Oct 2001
- YBL Connect
- YBL Connect handles tax document intake, while TaxPilot helps users understand and plan with finalized tax data.checked 9 Oct 2001
Money
- Plan access limits
- TaxPilot access is tiered as Basic, Standard, or Full; business and rental insights are limited by tier, and document access lasts 1, 2, or 5 years by plan.checked 9 Oct 2001
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