Scale the firm
Elevate the work
Instead is the AI tax agent that prepares, reviews, plans, and files returns for every entity type. One person. Hundreds of returns. No offshore. No contractors.
Your firm runs on software built decades ago
Legacy software
CCH, GoSystem, UltraTax. Built in the 90s. Maintained by inertia. Every year the price goes up. Every year the product stays the same.
Offshore doesn't scale
You tried sending prep work overseas. Quality is inconsistent. Communication is slow. Review takes as long as doing it yourself.
Teams are stuck
Your most experienced people spend 70% of their time on data entry and first-level review. They should be advising clients.
Cancel your tax software
Instead replaces the engine entirely. Government-approved e-file. AI agents that iterate with the tax engine. You don't need two systems.
An AI agent assigned to every client
Each client gets a dedicated entity agent that holds context across all their entities. The agent researches, prepares, reviews, and files.
- Context across 1040, 1120, 1120-S, 1065, 1041
- Cited research from IRC, Treasury Regs, court cases
- Review-ready returns with workpapers
- Autonomous diagnostic resolution
One client, multiple entities, one conversation
Most CPA firm clients have more than one entity. Instead manages them in a single workspace. The agent understands how a client's 1040, 1120-S, and 1065 interact.
Run your entire firm from one agent
The firm agent operates at the practice level. Create and archive clients. Run prompts across every client simultaneously.
- Client grid with batch operations
- Firm-wide research and workflow execution
- Team management
- Threads for firm-level conversations
Automated workflows for everything your firm does
Click run. The agent executes every step.
Tax preparation
Source doc extraction, workpaper population, return filing, diagnostic resolution, and three-way review.
Tax planning
Branded planning memos with current-state analysis, strategy identification, and projected savings.
Return review
AI-powered first-level review across your client list. Anomalies flagged before partner review.
Tax research
Cited answers from IRC, Treasury Regs, court cases, and ATG guides in seconds.
Notice resolution
Ability-to-pay analysis, installment plans, OIC evaluation. The agent drafts the response.
Custom workflows
Your firm's process, codified. Onboarding, engagement letters, annual reviews. You describe, it builds.
One person, your entire book of business
Select clients. Run workflows in parallel across every entity, simultaneously. The grid is how one person manages hundreds of returns.
Taxes are unique
Instead learns your entities, ownership, and filing history.
E-file and print for TY25 and TY26. 140+ governments.
One return or a thousand
The software is free — you pay for the agent
Other platforms charge 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.
File any return
Free forever. Prepare and e-file by hand at no cost.
Run the agent
Pay per credit. The agent does the work.
Plugs into your existing stack
Coming soon: Dropbox · SmartVault · Karbon · TaxDome · Canopy · QuickBooks · Xero + more
Ready to replace your tax software?
See why CPA firms are switching to Instead.
.png){kind=small}