# Instead Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Instead Software - reviews, pricing plans, popular comparisons to other Corporate Tax products and more.

Source: https://www.capterra.com/p/10030816/Instead

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# 

 Instead Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)

Instead

## What is Instead?

Instead is a tax management software platform that helps businesses and individuals maximize tax savings through AI-driven technology. The system offers comprehensive features including tax strategy identification, document creation and storage, e-signature capabilities, and QuickBooks integration for streamlined financial monitoring. Instead covers various tax positions such as employee achievement awards, health reimbursement arrangements, home office deductions, vehicle expenses, and specialized credits like R&D and Work Opportunity Tax Credits. The platform provides clear calculations and documentation to support tax returns while maintaining SOC 2 compliance for data security.

## What is Instead used for?

[Corporate Tax](https://www.capterra.com/corporate-tax-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$20

Other, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Instead?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.instead.com&name=Instead)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Instead

0.0

VS.

[4.4 (3,269)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting Price

$20

Other, Per Month

Starting Price

$25

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.4 (226)

Value For Money

0.0 (0)

Value For Money

4.2 (213)

Customer Service

0.0 (0)

Customer Service

4.0 (218)

## Instead alternatives

[4.6 (8)](https://www.capterra.com/p/240758/Longview-Tax/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[MyTAXPrepOffice](https://www.capterra.com/p/179883/my-TAXprep-office/)

[4.5 (226)](https://www.capterra.com/p/179883/my-TAXprep-office/reviews/)

Starting price

$695.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/179883/my-TAXprep-office/)

[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)

[3.8 (113)](https://www.capterra.com/p/176133/Drake-Tax/reviews/)

Starting price

$349.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

67%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/176133/Drake-Tax/)

Highest Rated

[Gofile](https://www.capterra.com/p/10023109/Gofile/)

[5.0 (8)](https://www.capterra.com/p/10023109/Gofile/#reviews)

Starting price

$999.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10023109/Gofile/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Corporate/Business

Software specialized for corporate use

Electronic Filing

Transmit documents to regulatory authorities over the web

Tax Calculation

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Tax Filing

The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return

Tax Forms

Declaration of income made to tax authorities

Instead 6 features

Track and manage adherence to policies for any service, product, process, or supplier

Software specialized for corporate use

Transmit documents to regulatory authorities over the web

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return

Declaration of income made to tax authorities

## Pricing

Free Trial

Sole proprietor

$20.00

Other,Per Month

It includes:

-   22 key tax positions
-   AI driven conversational experience
-   AI-generated tax documentation
-   Document storage
-   Individual and sole proprietor coverage
-   Real estate investment coverage
-   SOC 2 compliance

Business

$30.00

Other,Per Month

It includes:

-   15 key tax positions

Speciality (Add-on)

$20.00

Other,Per Month

It includes:

-   Eligibility checks for R&D
-   Guided data entry for both credits
-   Qualification tests for R&D
-   Efficient entry with spreadsheet import
-   Automated reminders for tasks and deadlines
-   Review WOTC certification status

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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