Instead
7.4#1 in tax planning software$30, paid onceFree planWeb
VisitInstead vs PORTAX
What both publish
| Fact | Instead | PORTAX |
|---|---|---|
| Support | Terms state that standard support may use in-product help, websites, chat, email, video, phone and online communities. | Subscriptions include free maintenance and technical support; technical support aims to respond within 24 hours and is offered in English by email, video conference and, for US subscribers, phone. |
Instead plans
- Instead PlatformFree
- Instead Agent$30, paid once
- Instead AgentPriced on request
PORTAX plans
- PORTAX Version 9.9$89 a month
- PORTAX Plus Version 9.9$299 a month
- PORTAX Version 9.9$899 a year
- PORTAX Plus Version 9.9$2,999 a year
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 PORTAX if…
PORTAX suits users needing tax-aware portfolio modelling, scenario analysis, optimization, and client reporting on Windows. It is relevant to portfolios with complex trading and international tax structures.