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- YBL TaxPilot
On the recordRead 9 Oct 202612 facts
YBL TaxPilot
Plans and prices
Essentials
C$299one-time
T1 return preparation and filing · TaxPilot basic access · 1 year YBL Connect document access · Standard processing
Read 9 Oct 2026 · taxpilot.ybl.ca
Advanced
C$499one-time
TaxPilot standard access · 2 year YBL Connect document access · 1 support call included · Priority email support during tax season
Read 9 Oct 2026 · taxpilot.ybl.ca
Concierge
C$899one-time
TaxPilot full access · 5 year YBL Connect document access · Year-round priority email support · Strategic tax planning call (1 per year)
Read 9 Oct 2026 · taxpilot.ybl.ca
On the record
- Business insights
- Self-employed users can compare expenses with industry benchmarks and review profit margins and incorporation considerations.taxpilot.ybl.ca · read 9 Oct 2026
- Intended users
- The site presents TaxPilot for Canadians, including individuals, self-employed people, and rental property owners.taxpilot.ybl.ca · read 9 Oct 2026
- 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.taxpilot.ybl.ca · read 9 Oct 2026
- Purpose
- TaxPilot turns a filed tax return into a year-round planning tool for Canadians; it is not tax filing software.taxpilot.ybl.ca · read 9 Oct 2026
- Rental analytics
- Rental analytics track income, expenses, and property performance, with tools for rental benchmarks and CCA planning.taxpilot.ybl.ca · read 9 Oct 2026
- RRSP optimizer
- The RRSP optimizer lets users explore contribution amounts, tax savings, and lower tax bracket thresholds.taxpilot.ybl.ca · read 9 Oct 2026
- Scenario simulator
- Users can test financial decisions and see how changes affect their tax outcome.taxpilot.ybl.ca · read 9 Oct 2026
- Security
- The site states that user data is encrypted and stays in Canada.taxpilot.ybl.ca · read 9 Oct 2026
- Support
- The site says a YBL advisor is a message away; support options vary by plan and include email, chat, and calls.taxpilot.ybl.ca · read 9 Oct 2026
- Tax calendar
- The tax calendar covers CRA deadlines, installment dates, and RRSP contribution windows.taxpilot.ybl.ca · read 9 Oct 2026
- Tax insights
- Tax insights offer personalized tips based on users’ tax data, with potential savings shown in dollar amounts.taxpilot.ybl.ca · read 9 Oct 2026
- YBL Connect
- YBL Connect handles tax document intake, while TaxPilot helps users understand and plan with finalized tax data.taxpilot.ybl.ca · read 9 Oct 2026
