File returns. Not paperwork
E-file and print for IRS, 48 states, and cities. Government-approved for all five entity types. Diagnostics resolved, credentials verified, returns transmitted. You click file. The agent handles everything else.
Tax prep doesn’t end at the return
Diagnostic errors pile up
Every return generates diagnostics. Missing forms, data mismatches, validation failures. Resolving them manually is the bottleneck between prep and filing.
Rejected transmissions
A single bad field can reject an entire return. You find out after submission, then start the troubleshoot-and-refile cycle all over again.
Filing is still manual
Even with prep software, filing means exporting, re-keying, verifying credentials, and babysitting transmission status one return at a time.
Cancel your filing middleware
Instead replaces the engine entirely. Government-approved e-file. AI agents that resolve diagnostics, verify credentials, and transmit returns. You don’t need two systems.
From prepared return to IRS acceptance
Once a return is prepared and reviewed, the agent runs a final diagnostic check against IRS and state validation rules. Issues are flagged and resolved automatically. Your EFIN and PTIN are verified. The return is packaged, transmitted, and tracked until acceptance.
- IRS and state diagnostic resolution before transmission
- EFIN and PTIN verification on every return
- Real-time transmission status tracking
- Print-ready PDFs: Client, Office, and Filing Copy
Filing workflows for every stage of the return
From workpaper preparation through final review. Click "Run" and the agent handles every step.
Tax preparation
Upload source documents, choose the workflow, click "Run." The agent reads every document, populates the return, resolves diagnostics, and delivers review-ready output.
Tax return review
Review workflows cross-check the prepared return against source documents, prior year, and IRS rules. Variances are flagged with explanations for your final review.
Workpaper generation
The agent builds workpapers automatically from your source documents. Trial balances, depreciation schedules, income allocation, and supporting detail are compiled and formatted.
Diagnostic resolution
IRS and state validation errors are flagged and resolved automatically where possible. Rounding corrections, missing fields, and format fixes handled without manual intervention.
Fixed asset management
The agent tracks fixed assets, calculates depreciation across methods and conventions, and flows the results into the return. Section 179 and bonus depreciation built in.
Custom workflows
Standard workflows get you started. Copy any workflow, modify the steps, or build your own from scratch. Your process becomes the agent’s process.
Hundreds of returns.
Not one by one
One person can prepare hundreds of returns in a day. The agent handles document intake, return population, and diagnostic resolution in parallel across your entire book. Reviewers get AI-assisted cross-checks against source documents, prior year, and IRS rules.
- Batch operations across your full client list
- Parallel workflow execution on every entity
- Real-time filing status and tracking
- Government-approved for all five entity types
Federal e-file for every entity type
IRS-approved e-file and print for all five entity types. Every return type, every standard schedule, every form.
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
WyomingThe software is free. You pay for the agent
Other platforms charge you for tax software and make you do the work. Instead gives you the software for free. You only pay when the AI agent works for you.
Tax engine
Free. Full access to forms, calculations, e-file, and print across all entity types and jurisdictions. No per-return fees. No seat licenses.
AI agent
Pay only when the agent runs. Preparation, review, research, planning, and filing workflows. Usage-based pricing that scales with your practice.
Plugs into your existing stack
Coming soon: Dropbox · SmartVault · TaxDome · Canopy · QuickBooks · Xero + more
Ready to file without the friction?
See how Instead handles diagnostics, credentials, and transmission from prepared return to IRS acceptance.
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