Instead
7.4#1 in tax planning software$30 one-timeFree planWeb
VisitInstead vs TaxBert
What both publish
| Fact | Instead | TaxBert |
|---|---|---|
| Headquarters | San Francisco, California, United States | Minnetonka, Minnesota, United States |
| Support | Terms state that standard support may use in-product help, websites, chat, email, video, phone and online communities. | TheTaxBook lists phone support at 866-919-5277, Monday through Friday, 8:00 AM–4:30 PM Central Time. |
Instead plans
- Instead PlatformFree
- Instead Agent$30, paid once
TaxBert plans
- WebLibrary Plus with TaxBert — 1st UserPriced 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 TaxBert if…
TaxBert suits tax professionals who need federal and state research, case law, current updates, and client communication drafts. It is designed for web access across computers and mobile devices.