Meet your tax agent

Whether you're exploring Instead for your firm, evaluating for a corporate tax team, or scaling your practice — we'll walk you through how the agent fits your workflow.

See the agent handle a real return for your entity type.

Get a pricing plan built around your firm's volume.

Learn how existing firms are replacing offshore prep with one agent.

Talk to an Instead expert

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What to expect during your demo

Get assistance from a tax expert

One agent for every entity

Instead assigns an AI agent to each client — handling prep, research, and filing across entity types.

Built for your workflow

Map Instead to your team size, filing volume, and existing tools — it fits right in.

Answers, not a pitch

Bring your hardest questions. Our team includes tax professionals who've run firms and filed returns.