PRICING

One plan. Everything included.

No per-return fees. No entity caps. No feature gates. Instead Pro gives your entire team full access to every capability, for $99/month per user.

Instead Pro
$99
/month per user
Billed monthly. Annual billing available.
  • Unlimited returns
  • Unlimited entities
  • Unlimited e-file
  • All 5 entity types
  • 48+ state jurisdictions
  • AI workpapers, review, research
  • Full filing coverage
Start free trial
No credit card required. Cancel anytime.
ALL FEATURES

Everything your practice needs. No add‑ons.

AI return preparation

Complete federal and state returns built from source documents and financial data. All entity types.

AI workpapers

Automated workpaper generation documenting every position, calculation, and data source.

AI tax review

Pre-filing review that catches errors, flags inconsistencies, and suggests optimizations.

Tax research

Ask any tax question. Get cited answers from IRC, Treasury Regs, case law, and state codes.

E-file (federal & state)

IRS-approved e-file for all 5 entity types across 48+ state jurisdictions. Direct transmission.

Tax planning

Planning analysis with scenario modeling, entity optimization, and cited recommendations.

Estimated payments

Calculate, track, and file quarterly estimated payments by entity and jurisdiction.

Extensions

File federal and state extensions with calculated payment amounts. Batch filing supported.

Resolution support

Notice response research, penalty abatement analysis, and audit-ready workpaper documentation.

ENTITY TYPES

All five entity types. No per-entity fees.

Prepare and e-file 1040, 1120, 1120-S, 1065, and 1041 returns, all included in your $99/month subscription. No extra charge per entity type or per return filed.

1040

Individuals

1120

C corporations

1120-S

S corporations

1065

Partnerships

1041

Trusts & Estates
FILING COVERAGE

Federal and state. All included.

Federal

  • IRS-approved e-file for all 5 entity types
  • Amended returns
  • Extensions
  • Estimated payments
  • The first new platform approved since 1993

State

  • 48+ state jurisdictions
  • Resident, non-resident, part-year returns
  • State extensions and estimated payments
  • Select city filings (Cincinnati, Columbus, Detroit, Kansas City, Louisville)
INTEGRATIONS

Works with your existing tools.

Instead imports data from the tools you already use. No rip-and-replace. Just connect your data sources and start preparing returns immediately.

CSV / Excel import

Trial balances and financial data

PDF document parsing

Prior returns, K-1s, and source docs

Brokerage statements

Automated transaction import

WHY INSTEAD

How Instead compares.

Feature Instead Pro Legacy Tax Software Outsourced Prep
Price $99/mo per user $5,000–$20,000+/yr $50–$200 per return
Per-return fees None Often additional Per return
Entity types All 5 Varies Varies
E-file Built-in, all entities Built-in, some entities Usually not included
AI workpapers ✓ Included ✗ Manual ✗ Manual
AI review ✓ Included ✗ Not available ✗ Manual
Tax research ✓ Included Separate subscription Not included
State coverage 48+ jurisdictions Varies Varies
Users Unlimited Per-seat pricing N/A
FAQ

Common questions about pricing.

Is there really no per-return fee?
None. Prepare and e-file as many returns as you want, including federal, state, and all entity types, for $99/month per user. No volume caps, no overage charges.
How does the free trial work?
Sign up without a credit card and get full access to Instead Pro. Prepare returns, run AI reviews, do research. Everything except e-filing is available during the trial.
Can I add more users later?
Yes. Add or remove users anytime. Each user is $99/month with full access to all features. No minimum seat requirements.
What entity types are included?
All five. 1040 (individuals), 1120 (C corps), 1120-S (S corps), 1065 (partnerships), and 1041 (trusts & estates). No extra charge per entity type.
Do I need a separate e-file transmitter?
No. Instead is an IRS-approved e-file provider. E-file is built in and transmits directly to the IRS and state agencies. No third-party transmitter required.
Is there annual billing?
Yes. Contact us for annual billing options and pricing.
What if I need help getting started?
We offer onboarding support for every new account. Our team will help you import data, configure your practice, and prepare your first return.
Can I cancel anytime?
Yes. Month-to-month billing with no long-term contract. Cancel anytime from your account settings.

File tax returns nationwide

First company in decades to receive approvals at every level of government.

Federal
IRS-approved
48+
State jurisdictions
Local
Supported
ALAlabama
AKAlaska
AZArizona
ARArkansas
CACalifornia
COColorado
CTConnecticut
DEDelaware
FLFlorida
GAGeorgia
HIHawaii
IDIdaho
ILIllinois
INIndiana
IAIowa
KSKansas
KYKentucky
LALouisiana
MEMaine
MDMaryland
MAMassachusetts
MIMichigan
MNMinnesota
MSMississippi
MOMissouri
MTMontana
NENebraska
NVNevada
NHNew Hampshire
NJNew Jersey
NMNew Mexico
NYNew York
NCNorth Carolina
NDNorth Dakota
OHOhio
OKOklahoma
OROregon
PAPennsylvania
RIRhode Island
SCSouth Carolina
SDSouth Dakota
TNTennessee
TXTexas
UTUtah
VTVermont
VAVirginia
WAWashington
WVWest Virginia
WIWisconsin
WYWyoming

Start your free trial today.

$99/month per user. Unlimited returns. Unlimited e-file. All features included. No credit card required to start. See why 1,000+ firms switched to Instead.

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