Instead vs TaxSlayer Pro

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.

TaxSlayer Pro helps professional preparers file individual and business tax returns for clients. Its unlimited 1040 program covers individual returns, and every package includes unlimited federal and state e-filing. The Pro Web plan adds cloud-based access from internet-connected devices, so preparers can work across multiple devices. Premium includes corporate tax software and federal and state e-filing for forms 706, 709, 990, 1041, 1065, 1120, 1120-S, and 5500. Clients can use TaxesToGo to send tax information securely and chat with their preparer. Pro Web also lists a client portal, digital-signature compatibility, and paperless-office features. Integrated bank products let clients deduct preparation fees from refunds. Plans cost $1,395 a year for Classic, $1,595 a year for Pro Web, and $1,695 a year for Premium. A free demo is available, but it cannot submit returns. Each purchase includes year-round support in English and Spanish.