The software is free.
You pay for the agent
Unlimited users, unlimited entities, unlimited e-file. You only pay for credits when Instead's AI agent does work for you.
- Unlimited users
- Unlimited entities
- Unlimited e-file and print file
- Multi-entity support
- Collaborators and viewers
Replaces CCH Axcess, GoSystems, UltraTax, Lacerte, ProConnect, Drake, and others.
- Tax research
- Document extraction
- Memos, plans, and deliverables
- Workflows and return preparation
The economics of tax are changed forever
No seat fees. No per-entity charges. No filing fees.
Unlimited users
Add unlimited firm and client users to Instead. No seat fees, ever.
Unlimited entities
Add unlimited entities for 1040, 1041, 1120, 1120-S, 1065, 706, 709, 990, 5500, and 2290.
Unlimited e-file
E-file and print file an unlimited number of tax returns, completely free.
Instead replaces the cost of doing tax work, not just the software you use to do it
Traditional approaches charge you for software, then you still pay people to do the work. Instead's agent does the work.
Instead vs. legacy tax software
CCH, UltraTax, Drake, and Lacerte charge annual license fees per user, plus per-return charges. You still do all the work manually. Instead has no license fees. The agent does the work, not just stores it.
Instead vs. bolt-on AI tools
Point solutions handle document extraction, or review, or research. Each does one thing. You stitch the workflow together. Instead is one agent with full context across the entire return, from research to filing.
Instead vs. offshore preparation
Offshore prep centers mean long turnaround times, communication delays across time zones, and inconsistent quality that still requires review of every return. Instead delivers returns in minutes to hours with consistent quality, no communication overhead, and instant scale.
Instead vs. U.S. tax contractors
Contractors are expensive, hard to find during tax season, and require onboarding and management. Quality varies from person to person. Instead is available around the clock, requires no onboarding, and delivers consistent output quality.
Frequently asked questions
Start using Instead for free
No credit card required. Add your clients, explore the platform, and run the agent when you're ready.
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