Instead vs TaxStatus

Instead plans

• Instead PlatformFree
• Instead Agent$30, paid once
• Instead AgentPriced on request

TaxStatus plans

• Starter$75 a month
• Firm$1,000 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 TaxStatus if…

TaxStatus suits financial advisors and tax professionals needing IRS-sourced client data, reporting, alerts, and tax planning. Its API also suits businesses collecting customers’ IRS data.