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TXF vs Instead

Comparing TXF and Instead for AI tax preparation? TXF extracts the values from your client's documents for you to review, then sends the return to the ProConnect or Drake you already use, priced per return. Instead is an AI tax agent that prepares, reviews and e-files returns on its own tax engine, priced per credit.

Get started

Your first 3 returns are free. No card required.

FeatureTXFInstead
Price per return$30, down to $20Instead: Credits from $30, via sales
CommitmentNone, from 1 returnInstead: Annual agreement
Your tax softwareProConnect or Drake, keptInstead: Replaced by Instead's own

Sample W-2.pdf

John Doe

W-2

Employer
Employee
Amounts and Indicators
Form W-2 Wage and Tax Statement 2025Copy B — To Be Filed With Employee’s FEDERAL Tax Return.
OMB No. 1545-0008
a Employee’s social security numberXXX-XX-0002
c Employer’s name, address, and ZIP codeSUMMIT STUDIO LLC
100 EXAMPLE AVENUE
SPRINGFIELD, WA 98001
b Employer identification number (EIN)82-1234567
e Employee’s name, address, and ZIP codeJOHN DOE
123 STREET ADDRESS
YOUR CITY WA 98001
1 Wages, tips, other compensation84250.00
2 Federal income tax withheld12637.50
3 Social security wages84250.00
4 Social security tax withheld5223.50
5 Medicare wages and tips84250.00
6 Medicare tax withheld1221.63
7 Social security tips0.00
8 Allocated tips0.00

Sample document · for demonstration only

Review and edit in place

Correct any value against the document beside it. Your corrections save automatically and carry through to export.

How TXF
compares to Instead

Looking for a Instead alternative? Here is a side-by-side comparison of the two AI tax software tools: pricing, setup, supported documents and the ProConnect and Drake integrations. Where Instead does more, we say so.

Feature
TXF
Instead
Pricing and getting started
Price per return
$30 per return, down to $20
Credits from $30 each, priced through sales
Commitment
None, buy as few as 1 return
Annual agreement for credits
Users
Unlimited
Unlimited
Try it
3 free returns, no card
Free platform, no card; the agent needs credits
Sign up
Self-serve
Self-serve
Returns and documents
Individual returns (1040)
Business returns (1065, 1120, 1120-S)
Trusts and estates (1041)
K-1s
Every value beside its source
AI review against source documents
Client uploads
Secure upload link
Synced from Google Drive, OneDrive or Box
Your tax software
ProConnect
Direct, via Intuit Direct Connection
Replaced by Instead's own engine
Drake
Import file, nothing to install
Replaced by Instead's own engine
E-files the return itself
IRS, 48 states and cities
Beyond data entry
Tax research
1,500+ sources
Tax planning
1-year and 20-year plans
AI review of the prepared return
Security
SOC 2
SOC 2 Type II certified infrastructure
SOC 2 certified

Where TXF is different

  • A price you can see before you talk to anyone

    As low as $20 a return, published on the site, with every feature included and no minimum purchase.

    Instead: Credits from $30, priced on a sales call

  • Keep the tax software you already use

    TXF sends reviewed returns into ProConnect or Drake, so you finish the return where you always have.

    Instead: Replaces your tax software with its own engine

  • Your clients upload straight into TXF

    Send your client a secure link and their documents land in the right work request.

    Instead: Documents synced from Google Drive, OneDrive or Box

  • Start on your next return, with no annual agreement

    Sign up, get your first 3 returns free, then buy as few as 1 return at a time.

    Instead: Annual agreement required for agent credits

What tax professionals say

“Generative AI can level the playing field between smaller and larger firms.”

Jennifer WoodPartner at Bonadio Group

“TXF has revolutionized our workflow efficiency, reducing manual data entry by 75% and allowing our team to focus on higher-value advisory services for our clients.”

Michael ChenCPA at Sterling Financial

“The integration capabilities with our existing tax software made implementation seamless. Our clients love the faster turnaround times and increased accuracy.”

Sarah MartinezManaging Partner at TaxPro Solutions

The work you do,
minus the data entry

Upload what your clients send, review what TXF extracts, and export to ProConnect or Drake. Every value passes your review before it reaches a return.

  1. Upload

    Drop in a client's W-2s, 1099s, 1098s and last year's return. TXF identifies each one and extracts every value.

  2. Review

    Check every value beside the line it came from, in the order you choose. Fixes save as you type.

  3. Export

    ProConnect gets the return directly. For Drake, drop TXF's file in your Imports folder and Drake picks it up when you open the return.

Is TXF or Instead right for you?

TXFis the better fit if

  • You prepare individual (1040) returns in ProConnect or Drake and want to keep working there.
  • You want a published price per return and no annual agreement.
  • You want the extraction and review done for you, and you'll finish the return yourself.
Get started

Your first 3 returns are free. No card required.

Insteadmay fit better if

  • You want one product that prepares, reviews and e-files the return itself.
  • You prepare business, partnership or trust returns, or need K-1s entered.
  • You want tax research and planning in the same product.

Questions

Works with the software
you prepare returns in

TXF integrates with Intuit ProConnect Tax and Drake Tax. Reviewed returns go straight into ProConnect, and Drake imports them from a single file, with nothing to install.

  • Intuit ProConnect Tax

    Connect once through Intuit. Every return you review and export arrives in ProConnect as a new client return.

  • Drake Tax

    One file per return. Drop it in your Drake Imports folder and Drake offers to import it when you start the return.

Your first 3 returns are free

Start using TXF
on your next return

Get started

No card required.

Works withIntuit ProConnectDrake Tax