Instead

Instead Easy-to-explore tax positions, savings in seconds, guided implementation, and more!

Introducing Tax Planning Workflows in Instead, a way to move from client facts to a reviewable plan.A planning workflow ...
05/22/2026

Introducing Tax Planning Workflows in Instead, a way to move from client facts to a reviewable plan.

A planning workflow can use client goals, entity facts, financial context, tax research, projections, implementation steps, and firm templates to produce a client-ready deliverable for review.

That matters because tax planning usually breaks between advice, calculations, documentation, and follow-through.

Instead helps the firm keep the work connected. From facts to research, strategy to savings estimate, plan to implementation, and professional review before anything goes to the client.

See how tax planning workflows work in Instead.
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AI-native tax work does not mean removing professionals from client decision.In Instead, agents can help prepare structu...
05/21/2026

AI-native tax work does not mean removing professionals from client decision.

In Instead, agents can help prepare structured tax work: organize documents, assemble workpapers, draft planning support, surface open points, and prepare review packages.

Then the human does the work that should stay human: inspect the file, correct the output, apply judgment, advise the client, and sign off.

That is why the new operating model is not "AI replaces the tax team." It is agent-produced work submitted to professionals for review.

See the workflow in Instead at instead.com/facebook

Introducing Workpapers in Instead: agents that help turn source documents into reviewable tax work.A tax professional ca...
05/20/2026

Introducing Workpapers in Instead: agents that help turn source documents into reviewable tax work.

A tax professional can give Instead the client file, source documents, prior-year context, firm instructions, and review expectations. The agent can organize support, draft the workpaper, flag open items, and prepare the output for human review.

That is the shift: workpapers stop being scattered assembly across folders, spreadsheets, and comments. They become structured tax work a professional can inspect, correct, and approve.

See how workpaper workflows work in Instead.
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What does the tax industry do when tax compliance moves toward zero-touch tax returns?That is the real question behind A...
05/12/2026

What does the tax industry do when tax compliance moves toward zero-touch tax returns?

That is the real question behind AI tax prep.

Inside Instead, the return workflow is being built around the full path of tax compliance: create the client folder, rename and organize files, extract the data, populate the workpaper, populate the return, review the return, resolve diagnostics, update the workpaper, and get the file ready for final review.

Today, humans still review, edit, resolve exceptions, and sign off. That part matters.

But as agents get more accurate every month and every quarter, the economic value of tax prep changes. The work that used to define staff capacity starts to look more like a bank feed: something the system handles, reconciles, and prepares for human review.

Then, tax firms have to answer a bigger question.

If the return can increasingly be prepared by agents, what should the firm sell?

More manual prep?
Or review, tax research, planning, advisory, strategy, and better client outcomes?

The role of the tax firm does not disappear. It moves up the value chain.

Preparers become reviewers. Reviewers become orchestrators. Partners get more time to design advice, manage risk, and help clients make better tax decisions.

Zero-touch tax returns are not just a product feature.

They are a forcing function for what the modern tax firm becomes next.

This isn't something a legacy tax software with bolted-on AI products can solve. It requires a fundamental shift.

See it in action at the instead.com/facebook

Introducing Workflows in Instead: a way to give tax agents an entire job, not just a question.With Workflows, a tax prof...
05/11/2026

Introducing Workflows in Instead: a way to give tax agents an entire job, not just a question.

With Workflows, a tax professional can write a memo describing the tax work they want done, attach the relevant files, add firm templates or SOPs, and have an agent carry the task from instruction to reviewable output.

Workflows can help with long-horizon tax work like:
• building a multi-part tax plan
• preparing a 1040 workpaper
• reviewing a workpaper
• reviewing a tax return
• preparing a tax return
• running a firm-specific process using your own templates

The difference is simple: chat answers a question. Workflows execute a process.

They can use client documents, firm instructions, tax research, templates, and tools to move through multi-step work that normally takes hours or days of manual assembly.

This past tax season, one tax staff member used workflows to prepare 2,000+ workpapers and review 1,000+ returns.

That is the product shift we care about: tax teams moving from manual preparation to agent-orchestrated tax work, with humans still reviewing, editing, and signing off.

Check out Workflows at Instead at instead.com/facebook

04/29/2026

Tax work has been too scattered for too long.

Taxpayers feel it when they get asked for the same document again, and the pros that support them feel it when the whole workflow turns into chasing files, updating workpapers, and trying to figure out what is still missing.

Instead is building the version that should have existed already.

Agents can coordinate work across clients, pull documents into place, update workpapers, and surface open points before the work reaches final review.

Today, Instead supports research, plans, memos, work papers, and tax resolution. Return preparation, return review, filing readiness, and filing are rolling out over the coming weeks.

Less scavenger hunt. More tax work actually moving.
See it in action at instead.com/facebook

A tax strategy is only useful if you can answer three things:• How much could this save?• What has to happen next to cla...
04/28/2026

A tax strategy is only useful if you can answer three things:
• How much could this save?
• What has to happen next to claim?
• How is the position supported on the return?

Instead's tax strategy reports analyze projected savings, break down the implementation steps, and organize the support behind the position.

That is the difference between hearing a tax idea and having a strategy you can actually use.
Try for free at instead.com/facebook

Most business owners have no idea where they stand with taxes until it is time to file. By then it is too late to do any...
04/27/2026

Most business owners have no idea where they stand with taxes until it is time to file. By then it is too late to do anything about it.

Instead shows you what is happening across your full tax picture throughout the year — so you can see where you stand, spot what you might owe, and make moves before a deadline forces your hand.

Fewer surprises. Less scrambling at the end.

Book a demo at instead.com/facebook

Good tax advice is helpful. A real tax plan is how it gets implemented!Most people leave the meeting with notes, a few i...
04/24/2026

Good tax advice is helpful. A real tax plan is how it gets implemented!

Most people leave the meeting with notes, a few ideas, and no clear next step.

Instead builds the actual plan automatically.

A personalized tax planning document that shows the strategies that apply to your situation, what they are projected to save, and when each step should happen.

No more walking away with advice you're not sure how to act on. You leave with a structured plan to act.

See how Instead turns advice into a plan you can use. Try it for free → instead.com

You should not have to guess whether tax advice actually applies to your situation.That is the problem with a lot of tax...
04/23/2026

You should not have to guess whether tax advice actually applies to your situation.

That is the problem with a lot of tax answers. They sound helpful, but they are based on a general rule, not your real history.

Instead works differently. Your prior returns, documents, and financial information are already in one place, so when you ask a question, the answer can be based on your actual situation.

That means you get answers faster, and they are more useful because they are informed by your history, not just the question you typed.

Start saving today at instead.com

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