Instead is an AI tax platform that helps tax professionals research, plan, prepare, file, and manage complex tax work across entities.
– An entity-aware agent analyzes source documents, filing history, ownership, and related entities with visible reasoning
– Cited research, strategy modeling, estimates, workpapers, memos, and planning deliverables support advisory and compliance work
– Automated workflows, multi-entity context, integrations, tax resolution tools, and government-approved e-file connect the tax lifecycle
– Fits CPA firms, tax preparers, corporate tax teams, and family offices seeking one AI-assisted environment for tax planning and filing.
