Product
Entity Types
Individuals
1040
Personal income tax
C Corporations
1120
Corporate income tax
S Corporations
1120-S
Pass-through corporate
Partnerships
1065
Partnership income tax
Trusts & Estates
1041
Fiduciary income tax
Additional entity types TY26
706
709
990
5500
2290
PPT
The Agent
Entity Agent
Full context across every entity you manage
Multi-Entity
Link entities and work across them
Firm Agent
Work across all clients and client groups
Workflows
Automated tax work — one or hundreds
Grids
Prompts across entities, clients, or documents
Integrations
Google Drive, OneDrive, Box + 20 more
Capabilities
Research
Cited answers from IRC, regs, and case law
Planning
Strategies, projections, and deliverables
Estimates
Quarterly projections, federal and state
Filing
Electronic + print to IRS + 140 governments
Fixed assets
Depreciation, tracking, and disposal
Resolution
IRS notices, installment plans, ability-to-pay
new | Government-approved e-file
IRS, 48 states, and cities. Electronic and print filing for all five entity types
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Solutions
Who It's For
CPA Firms
Scale your practice with AI agents
Tax Preparers
Prepare and file returns faster with AI
Corporate Tax Teams
Automate your in-house tax function
Family Office
Every entity, every family member, one agent
Businesses
Tax planning and filing for your business
High Net Worth Individuals
Complex taxes, investments, real estate
Featured
IRS-Approved E-File
First company in decades to receive IRS approval to e-file Individuals, C Corps, S Corps, Partnerships, and Trusts. IRS, 48 states, plus cities.
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Security & Compliance
SOC 2 certified. Enterprise-grade security built to protect sensitive tax data at scale.
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Join live events
See how firms are using AI agents to automate compliance, prep, and filing.
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Glossary
Tax terms explained
Tax Deadlines
Federal and state filing dates
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SOC 2, compliance, and trust
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News
The latest on Instead
NEW
May 8, 2026
Instead becomes the first new tax platform in decades to pass 100% government testing across all U.S. jurisdictions
NEW
April 29, 2026
Instead introduces the AI Agent for end-to-end business and individual tax filing
NEW
April 2, 2026
Corvee Joins the Instead Brand as Company Nears 100% Government Approvals
NEW
March 25, 2026
Instead Announces Strategic Investment from Skylark Partners
NEW
March 2, 2026
Instead Achieves 67% of All Government Tax Filing Approvals, On Track for Complete Nationwide Coverage in Weeks
NEW
June 9, 2025
Instead Launches AI-Powered Tax Strategy Platform – Maximizing Savings for Individuals and Businesses
NEW
May 21, 2025
Trump’s One Big Beautiful Bill
NEW
May 20, 2025
IRIS Software Group Announces Strategic Investment in AI Powered Tax Management Platform, Instead
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