The Memory dialog in Instead on the Entity tab with seven client memory lines for a demo client
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The 1040 with K-1s, rentals and multistate workflow open in Instead with its steps and the Run button

How to build custom workflows for your tax firm with an AI agent

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Chart of Instead coverage for the 1040, 1041, 1120, 1120-S and 1065 across federal, state and local jurisdictions

Instead covers every jurisdiction for the 1040, 1041, 1120, 1120-S and 1065

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Client grid in Instead with every client on a row and the agent columns filled

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Source Explorer in Instead, every source in plain sight

Tax research, then put the answer to work

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Fixed asset depreciation at year end: from last year's register to Form 4562

Fixed asset depreciation at year end: from last year's register to Form 4562

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The cost of intelligence, a new line item for the accounting firm

The cost of intelligence, a new line item for the accounting firm

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Partner allocations, from last year's software to every K-1

Partner allocations, from last year's software to every K-1

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The Destruction of the Billable Hour: AI's Impact on Accounting Firm Pricing in 2027

The Destruction of the Billable Hour: AI's Impact on Accounting Firm Pricing in 2027

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