Instead
7.4#1 in tax planning software$30 one-timeFree planWeb
VisitInstead vs Sigma Tax Pro
Sigma Tax Pro
5.9#22 in small business tax software$495 one-timeWeb
VisitWhat both publish
| Fact | Instead | Sigma Tax Pro |
|---|---|---|
| Audience | The product is presented for CPA firms, tax preparers, corporate tax teams, family offices, businesses, and high net worth individuals. | The 1040-SR is described as built for high-volume tax preparation businesses, including new EROs and growing tax offices. |
| Headquarters | San Francisco, California, United States | 955 NW 17th Ave #E, Delray Beach, FL 33445, United States |
| Integrations | Google Drive, OneDrive, and Box are listed as live integrations with two-way sync, version tracking, and automatic folder mapping. | Sigma Tax Pro says its products are powered by software developers including Drake and TaxWise, and it offers bank products through partners. |
| Support | Terms state that standard support may use in-product help, websites, chat, email, video, phone and online communities. | Sigma says each software client has a dedicated account manager for tax preparation and software support throughout tax season. |
Instead plans
- Instead PlatformFree
- Instead Agent$30, paid once
Sigma Tax Pro plans
- Sigma 1040-SR$495, paid once
- Sigma 1040-TW$495, paid once
- Sigma 1040-DR$895, 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 Sigma Tax Pro if…
It suits tax preparers, accountants, CPAs, new EROs, and growing or high-volume tax offices. Desktop versions are needed for Forms 1120 and 1065.