Agentic tax is here.
Instead is the first AI agent that owns everything tax. Research. Planning. Filing. Defense. One system. Zero handoffs. Your next move starts with a question.
Agentic tax is here.
Instead is the first AI agent that owns everything tax. Research. Planning. Filing. Defense. One system. Zero handoffs. Your next move starts with a question.
Agentic tax is here.
Instead is the first AI agent that owns everything tax. Research. Planning. Filing. Defense. One system. Zero handoffs. Your next move starts with a question.
Agentic tax is here.
The first AI agent that finds tax savings, prepares returns, makes payments, and files — all from a single conversation.
Find savings
Your agent analyzes your situation across 100+ tax positions to find every dollar you're owed.
Prepare returns
From 1040s to 1120S, your agent prepares complete, accurate returns ready for filing.
File & pay
E-file in 48+ states and schedule estimated payments automatically.
Built for how you work
Whether you’re managing your own taxes or working with an accountant, Instead meets you where you are.
Business owners
Manage S-corps, C-corps, partnerships, and personal returns from a single conversation. Instead understands how your entities interact and optimizes your total tax picture.
Start as a business owner →Individuals
Your tax agent finds every deduction, optimizes strategies, and prepares your 1040. From retirement planning to capital gains — just ask.
Start as an individual →Work with your CPA
Already have an accountant? Invite them into Instead to collaborate. Shared documents, shared strategies, one source of truth.
Invite your accountant →
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