Skip your next tax bill, Instead.

Instead is an all-in-one platform for managing key tax strategies that save you money.
For businesses, individuals and their tax accountants.

Find tax strategies that work for you

Unlock every possible deduction and credit with Instead. Ensure you save the most on your taxes, giving you more money to invest in your future.
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Every step to maximize your tax savings

Spend less time on taxes with Instead. Enjoy a hassle-free experience with every step you need to have confidence in tax strategies you choose.
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Everything you need to claim tax savings

Instead gives you everything you need to support your final tax return whether filing yourself or working with a tax professional.
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Tax strategies to save every dollar you deserve

Instead helps you find every eligible tax strategy, from basic credits and deductions to complex scenarios, ensuring you maximize your savings.

Features for fast and easy savings

AI first tax platform

Leverage advanced AI to streamline your tax process, ensuring accuracy and maximized savings.

QuickBooks monitor

Connect your accounts to Instead for personalized, AI-driven savings recommendations.

Clear calculations

Enjoy complete transparency with detailed, easy-to-understand tax calculations.

Create and save docs

Effortlessly create, save, and manage your tax documents in a centralized digital repository.

E-sign documents

Quickly and securely e-sign all your important tax documents without any hassle.

Store tax data

Securely store all your tax-related data in one place, easily accessible and organized.

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Save money, save time, starting at $16/mo

Annual (save 20%)

Monthly

Sole proprietor

For individuals, sole proprietors and real estate owners who want to navigate the complexities of key tax positions with our intuitive platform.

$16
Per entity, per month
Billed annually
Get started
Sole proprietor

For individuals, sole proprietors and real estate owners who want to navigate the complexities of key tax positions with our intuitive platform.

$20
Per entity, per month
Billed monthly
Get started
Sole proprietor plan includes
17 key tax positions
Unlimited users
AI driven conversational experience
Quickbooks Online connection
AI-generated tax documentation
Bank statement connection
Document storage
Investment account connection
Individual and sole proprietor coverage
Retirement account connection
Real estate investment coverage
Tie-outs to file tax return
SOC 2 compliance
New tax savings alerts

Annual (save 20%)

Monthly

Business

For small and medium sized businesses who want to navigate the complexities of key tax positions with our intuitive platform.

$24
Per entity, per month
Billed annually
Get started
Business

For small and medium sized businesses who want to navigate the complexities of key tax positions with our intuitive platform.

$30
Per entity, per month
Billed monthly
Get started
Business plan includes
17 key tax positions
Unlimited users
AI driven conversational experience
Quickbooks Online connection
AI-generated tax documentation
Bank statement connection
Document storage
Investment account connection
Individual and sole proprietor coverage
Retirement account connection
Real estate investment coverage
Tie-outs to file tax return
SOC 2 compliance
New tax savings alerts

Annual (save 20%)

Monthly

Speciality

Research & development credits (R&D) are government incentives designed to reward businesses for investing in innovation, research, and hiring from groups facing employment barriers. These credits can significantly reduce your tax liability, turning research expenses and inclusive hiring practices into valuable savings.

$16
Per entity, per month
Billed annually
Get started
Speciality

Research & development credits (R&D) and Work opportunity credits (WOTC) are government incentives designed to reward businesses for investing in innovation, research, and hiring from groups facing employment barriers. These credits can significantly reduce your tax liability, turning research expenses and inclusive hiring practices into valuable savings.

$20
Per entity, per month
Billed monthly
Get started
Speciality plan includes
Eligibility checks for R&D
Eligibility for expenses, hires
Guided data entry for both credits
Transparent calculations for R&D
Qualification tests for R&D
Alerts for new savings opportunities
Efficient entry with spreadsheet import
AI documentation for R&D
Secure document storage
Automated reminders for tasks and deadlines

As much or as little
help as you want

Do it yourself, work with your accountant

Get onboarded and find savings in minutes
Integrated knowledge base every step of the way
Invite your tax professional to join Instead Pro
Automated tasks and reminders to meet deadlines
Access to support to help you realize savings
Get started today

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