Instead
7.4#1 in tax planning software$30 one-timeFree planWeb
VisitInstead vs OLTPro
What both publish
| Fact | Instead | OLTPro |
|---|---|---|
| E-filing | Instead says it is IRS-approved and supports filing in 48 or more state jurisdictions, with local filing supported. | The company says OLTPro is an authorized IRS e-file partner and includes free e-filing with its packages. |
| Headquarters | San Francisco, California, United States | St. Joseph, Missouri, United States |
| Product | Instead describes itself as an AI agent for tax research, planning, preparation, filing, and defense. | OLTPro is professional tax preparation software for preparing and electronically filing individual and business returns. |
| Support | Terms state that standard support may use in-product help, websites, chat, email, video, phone and online communities. | The product page includes free US-based support and gives the support phone number as 1-877-658-4776. |
Instead plans
- Instead PlatformFree
- Instead Agent$30, paid once
OLTPro plans
- OLTPRO 25-Return$499, paid once
- OLTPRO Web Unlimited$849, paid once
- OLTPRO Desktop$999, paid once
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.
Pick OLTPro if…
OLTPro suits tax professionals who prepare individual and business returns and need client workflow tools, import options, and e-filing. Its package options include capped and unlimited return plans.