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Instead vs TaxFile

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Instead

7.4#1 in tax planning software$30 one-time
Free planWeb
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TaxFile

5.9#23 in small business tax softwareFrom $39 a year
Web
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What both publish

FactInsteadTaxFile
ProductInstead describes itself as an AI agent for tax research, planning, preparation, filing, and defense.TaxFile uses AI to prepare tax returns from uploaded documents or answers to questions, identify deductions and credits, and check for errors.
SupportTerms state that standard support may use in-product help, websites, chat, email, video, phone and online communities.TaxFile lists email support at [email protected] and says its team usually replies within one business day.

Instead plans

  • Instead PlatformFree
  • Instead Agent$30, paid once

TaxFile plans

  • Simple$39 a year
  • Self-Employed$89 a year
  • Business$199 a year
  • EnterprisePriced 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 TaxFile if…

TaxFile suits people and organizations preparing common federal and state returns, including employees, freelancers, gig workers, and single-member LLCs. Complex situations may require consulting a tax professional.

Charts they share