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Catalyst Tax Insights vs Instead

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Instead

7.4#1 in tax planning software$30 one-time
Free planWeb
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What both publish

FactCatalyst Tax InsightsInstead
SupportThe listed paid and free plans include email support.Terms state that standard support may use in-product help, websites, chat, email, video, phone and online communities.

Catalyst Tax Insights plans

  • PersonalFree
  • Plus$49 a year
  • Enterprise$199 a year
  • Pro$499 a year

Instead plans

  • Instead PlatformFree
  • Instead Agent$30, paid once

Pick Catalyst Tax Insights if…

Personal and Plus may suit individuals or families comparing the tax effects of major decisions. Pro and Enterprise are aimed at financial professionals who need to manage and share client insights.

Pick Instead if…

Instead is presented for CPA firms, tax preparers, corporate tax teams, family offices, businesses, and high net worth individuals. It may suit teams that need support across the listed return types and want to review work before filing.

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