Instead
7.4#1 in tax planning software$30 one-timeFree planWeb
VisitInstead vs UltimateTax
UltimateTax
6.7#12 in small business tax softwareFrom $188 a yearWebLinuxmacOSWindows
VisitWhat both publish
| Fact | Instead | UltimateTax |
|---|---|---|
| Product | Instead describes itself as an AI agent for tax research, planning, preparation, filing, and defense. | UltimateTax provides professional tax preparation software for tax preparers, including 1040 and corporate return products. |
| Support | Terms state that standard support may use in-product help, websites, chat, email, video, phone and online communities. | Packages include year-round support, and the company describes its support service as available 365 days a year. |
Instead plans
- Instead PlatformFree
- Instead Agent$30, paid once
UltimateTax plans
- Online 1040$188 a year
- Desktop 1040$288 a year
- 1040 Pay per return$388 a year
- 1040 + Corporate$488 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 UltimateTax if…
UltimateTax suits new or experienced tax preparers, small businesses, and enterprise owners who need tax preparation products. Preparers should note that filing with its packages requires an EFIN.