Work that does itself while you're away
Instead doesn't just identify strategies—it creates the tasks to execute them. Track what's outstanding, and watch AI complete the work before you even open the file.
Everything you need to execute tax strategies
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AI-generated action items
Every identified tax strategy becomes specific tasks with deadlines and next steps—created automatically.
Client document requests
Upload documents directly and track what's been received and what's still missing across every entity.
Work that completes itself
When documents arrive, Instead extracts data and populates returns before you even log in
From strategy to action automatically
When Instead identifies a retirement contribution opportunity, it doesn't stop at insight. It creates tasks for contribution deadlines, documentation requirements, and plan amendments—turning strategy into a clear path to execution instead of a report that sits in a folder.
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Upload documents. Watch the work happen
Upload your W-2s, 1099s, K-1s, and receipts to a simple, secure portal. Instead tracks what's been received and what's still outstanding across every entity—no more digging through emails or wondering what you're missing.
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The return starts building before you do
When you upload a document through Action Items, Instead doesn't just store it. It extracts the data, categorizes it, and populates the relevant forms. By the time you sit down to review, the data entry is already done.
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Track everything across every entity
See action item status across all your individuals and businesses. Know which documents have been submitted, what's missing, and which entities need attention—all from one dashboard so nothing falls through the cracks.
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Every execution type supported
Manage any tax process with confidence.
Strategy implementation
Execute identified tax savings strategies with step-by-step tasks and deadlines.
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Document collection
Secure portal for storing your W-2s, 1099s, K-1s, and supporting documents.
Compliance tracking
Filing deadlines, payment due dates, and election requirements—all in one place.
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