Instead
7.4#1 in tax planning software$30 one-timeFree planWeb
VisitInstead vs Tax Planner Pro
Tax Planner Pro
6.0#16 in tax planning softwareFrom $49 a monthWebAPI
VisitWhat both publish
| Fact | Instead | Tax Planner Pro |
|---|---|---|
| Audience | The product is presented for CPA firms, tax preparers, corporate tax teams, family offices, businesses, and high net worth individuals. | The maker identifies solo CPAs or EAs, RIAs or wealth management firms, and CPA–financial advisor partnerships as intended users. |
| Headquarters | San Francisco, California, United States | 3301 Bonita Beach Rd., Suite 312, Bonita Springs, FL 34134, United States |
| Integrations | Google Drive, OneDrive, and Box are listed as live integrations with two-way sync, version tracking, and automatic folder mapping. | The site says LedgerHQ can connect in Firm Settings and provide business profit-and-loss data for projections. |
| Support | Terms state that standard support may use in-product help, websites, chat, email, video, phone and online communities. | The site lists Nova AI as an in-app support agent. |
Instead plans
- Instead PlatformFree
- Instead Agent$30, paid once
Tax Planner Pro plans
- Tax Planner Pro Full Access$49 a month
- 10 OCR Credits$100, paid once
- 25 OCR Credits$200, paid once
- 40 OCR Credits$300, 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 Tax Planner Pro if…
Tax Planner Pro is intended for solo CPAs or EAs, RIAs and wealth-management firms, and CPA–financial advisor partnerships. It suits advisors who need multi-year tax scenarios, Roth analysis, and client-ready reports.