Instead
7.4#1 in tax planning software$30 one-timeFree planWeb
VisitInstead vs TaxPlanIQ
What both publish
| Fact | Instead | TaxPlanIQ |
|---|---|---|
| Integrations | Google Drive, OneDrive, and Box are listed as live integrations with two-way sync, version tracking, and automatic folder mapping. | TaxPlanIQ Projections says it can upload a prior-year Form 1040 from any tax preparation software; the page does not name specific integrations. |
| Support | Terms state that standard support may use in-product help, websites, chat, email, video, phone and online communities. | The pricing page lists support by chat, email, and phone; the contact page gives phone hours as Monday through Friday, 8 a.m. to 5 p.m. CST. |
Instead plans
- Instead PlatformFree
- Instead Agent$30, paid once
TaxPlanIQ plans
- Basic$397 a month
- Standard$697 a month
- Growth$997 a month
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 TaxPlanIQ if…
TaxPlanIQ suits accounting and financial advisory firms building client tax plans. It is useful for teams combining projections, strategy recommendations, and branded client deliverables.