Instead
7.4#1 in tax planning software$30 one-timeFree planWeb
VisitInstead vs TaxOwl Pro Business
TaxOwl Pro Business
6.6#13 in small business tax softwareFrom $649 a yearAndroidiOSWebLinux
VisitWhat both publish
| Fact | Instead | TaxOwl Pro Business |
|---|---|---|
| Headquarters | San Francisco, California, United States | The site lists a business address in Wesley Chapel, Florida, and a postal correspondence address in Tampa, Florida. |
| Integrations | Google Drive, OneDrive, and Box are listed as live integrations with two-way sync, version tracking, and automatic folder mapping. | The platform lists Zapier workflow automation and PayJunction client payment processing integrations. |
| Support | Terms state that standard support may use in-product help, websites, chat, email, video, phone and online communities. | Platform issues go to CrossLink’s live desk, bank-product issues to the bank partner, and TaxOwl account questions have a one-business-day response SLA. |
Instead plans
- Instead PlatformFree
- Instead Agent$30, paid once
TaxOwl Pro Business plans
- TaxOwl Pro Business add-on$299 a year
- TaxOwl Pro base license$649 a year
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 TaxOwl Pro Business if…
It suits tax professionals handling business, partnership, trust, estate, or nonprofit filings who need entity-specific tools. Applicants are expected to have active PTIN and EFIN credentials and at least one tax season of preparation experience.