Instead vs Taxation.ai

Instead is a web-based AI agent for tax research, planning, preparation, filing, and defense. It lists support for individual 1040, C corporation 1120, S corporation 1120-S, partnership 1065, and trust and estate 1041 returns. Users choose which workflows to run, and credits are consumed only when they start a task; the credit estimate is shown beforehand. Users can review the agent’s work before filing. Google Drive, OneDrive, and Box are live integrations with two-way sync, version tracking, and automatic folder mapping. Instead says it is IRS-approved and supports e-filing in 48 or more state jurisdictions, as well as local filing. Federal and state e-file and prior-year import are listed. The free Instead Platform plan is free and includes unlimited users, entities, e-file and print file, multi-entity support, and collaborators and viewers. Instead Agent is billed per credit, with pricing dependent on volume and usage; purchased credits are valid for 12 months. The service lists a free trial, US-based customer support, and 24/7 support, with email responses within 24 business hours.

Taxation.ai is tax-preparation software for individuals, freelancers, and firms. It extracts information from uploaded tax documents and maps it to IRS form lines. Its AI assistant answers natural-language tax questions with IRS publication citations and context-aware guidance, while a deduction engine scans more than 500 federal and state deductions and supplies risk scores and IRS references. The maker says it supports IRS-authorized e-filing in all 50 states and DC, with pre-file validation and refund tracking. Investors can connect exchanges by API or upload CSVs; named services include Coinbase, Binance, and Robinhood among more than 100 platforms. Returns can also import client data from CSV or QuickBooks. The free plan is free and includes one federal return per year, five document uploads, basic AI help, and community support. Plus costs $15, paid once per filing year. Practice costs $49 a month, billed $490 annually. Relevant tax and financial data may be sent to OpenAI for AI processing and is not used to train its models, according to the privacy policy.