Your AI tax team
No hiring required
Instead is the AI tax agent that prepares, reviews, plans, and files returns for every entity type. You stay in control. The agent does the work.
You’re paying for software
that makes you do all the work
Expensive software, zero leverage
Drake, Lacerte, ProSeries. You pay thousands a year for software that still requires you to key in every number by hand. The price goes up. The work stays the same.
You can’t hire help
Good preparers are impossible to find. Training takes years. You end up doing everything yourself, from data entry to client calls to filing.
No time for advisory
You know you should be doing tax planning, but prep work eats your entire season. Clients get a return, not the strategic advice they actually need.
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 your old software and a stack of bolt-ons. You need one.
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. You review and approve.
- Context across 1040, 1120, 1120-S, 1065, 1041
- Cited research from IRC, Treasury Regs, court cases
- Review-ready returns with workpapers
- Autonomous diagnostic resolution
Automated workflows for everything you do
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 your final 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 process, codified. Onboarding, engagement letters, annual reviews. You describe it, the agent builds it.
One person, your entire book of business
Select clients. Run workflows in parallel across every entity, simultaneously. The grid is how one practitioner manages hundreds of returns without hiring anyone.
- Batch operations across your full client list
- Parallel workflow execution on every entity
- Practice-level reporting and status
- Threads for client-level conversations
Taxes are unique
Instead learns your entities, ownership, and filing history. E-file and print for TY25 and TY26. 140+ governments.
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.
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 · TaxDome · Canopy · QuickBooks · Xero + more
Ready to replace your tax software?
See why solo practitioners and EAs are switching to Instead.
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