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Drake Tax vs Instead

Drake Tax logo

Drake Tax

6.8#10 in small business tax softwareFrom $299.99 a year
WebmacOSWindows
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Instead logo

Instead

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

FactDrake TaxInstead
AudienceDrake describes Drake Tax Pro as best for complex, high-volume firms and Drake Tax 1040 as ideal for 1040-focused preparers.The product is presented for CPA firms, tax preparers, corporate tax teams, family offices, businesses, and high net worth individuals.
HeadquartersFranklin, North Carolina, United StatesSan Francisco, California, United States
IntegrationsListed integrations and add-ons include Drake Accounting and Payroll, Drake Workflow, Drake Portals, Drake E-Sign, Drake Pay, bank products, TheTaxBook WebLibrary Plus, and GruntWorx; additional fees may apply.Google Drive, OneDrive, and Box are listed as live integrations with two-way sync, version tracking, and automatic folder mapping.
SupportDrake says all packages include free, unlimited U.S.-based support by phone, email, or live chat, plus training resources.Terms state that standard support may use in-product help, websites, chat, email, video, phone and online communities.

Drake Tax plans

  • Drake Tax Online$299.99 a year
  • Pay-Per-Return$379.99 a year
  • Drake Tax 1040 Unlimited — Single User$1,895 a year
  • Drake Tax 1040 150 — Single User$2,075 a year
  • Drake Tax Pro 250 — Single User$2,375 a year
  • Drake Tax Pro Unlimited — Single User$3,145 a year

Instead plans

  • Instead PlatformFree
  • Instead Agent$30, paid once

Pick Drake Tax if…

Drake describes Tax Pro as suited to complex, high-volume firms and Tax 1040 to preparers focused on individual returns. The online version may suit users who want browser-based return preparation.

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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