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Instead vs Tax Notes

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Instead

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

FactInsteadTax Notes
AudienceThe product is presented for CPA firms, tax preparers, corporate tax teams, family offices, businesses, and high net worth individuals.Tax Analysts says its content serves tax professionals in law and accounting firms, corporations, government agencies, and academic institutions.
HeadquartersSan Francisco, California, United StatesFalls Church, Virginia, United States
SupportTerms state that standard support may use in-product help, websites, chat, email, video, phone and online communities.The newsletter page provides [email protected] and 1-703-533-4424 as contact details.

Instead plans

  • Instead PlatformFree
  • Instead Agent$30, paid once

Tax Notes plans

  • Custom Tax Notes subscriptionPriced on request

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 Tax Notes if…

Tax Notes is suited to tax professionals in law and accounting firms, corporations, government agencies, and academic institutions. Its free weekly newsletter is an option for readers seeking curated email updates.

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