Tax software hasn't changed in 30 years. Instead replaces the engine. One AI agent that owns research, planning, preparation, filing, and defense.
Instead is built for everyone who does tax work — from CPA firms and tax preparers to corporate tax teams, family offices, and high-net-worth individuals. The platform uses AI agents to automate compliance, tax preparation, and filing, enabling users to scale operations without increasing headcount.
The agent handles multiple entity types including Individuals (1040), C Corporations (1120), S Corporations (1120-S), Partnerships (1065), and Trusts & Estates (1041). It supports end-to-end workflows such as research, planning, estimates, filing, and resolution, with integrations across cloud storage platforms like Google Drive, OneDrive, and Box.
Instead is an IRS-approved e-file provider for Individuals, C Corps, S Corps, Partnerships, and Trusts across the IRS, 48 states, and cities, offering electronic and print filing capabilities.