E-file is
coming soon

Instead has been approved by the federal government, 48 states, and cities across the country to e-file tax returns. We're rolling out first with a select group of tax professionals — then opening access to everyone. If you're a tax professional interested in early access, sign up below.

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Everything you need to manage tax workflows

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IRS-approved e-file

Direct transmission to the IRS for 1040, 1120, 1120s, 1065, and 1041 returns.
Coming Soon
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Intelligent preparation

AI assists with form selection, calculations, and error checking before you file.
Coming Soon
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Real-time status

Track acceptance, resolve rejections, and monitor refunds—all from one dashboard.
Coming Soon

Every entity type. One login.

Most tax software makes you buy separate products for individuals and businesses. Instead will handle 1040, 1120, 1120s, 1065, and 1041 returns in a single platform. File for yourself and your business without switching tools.
Sign up for early access
HRA transactions dashboard showing 28% tax savings with employee and employer contribution breakdowns totaling $3,486.

AI that catches errors before the IRS does

Instead will review your return against IRS validation rules before transmission. Missing information, calculation errors, and common rejection triggers will get flagged so you can fix them before you file—not after.
Sign up for early access
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Your tax strategies flow into filing

Strategies you've implemented will automatically populate relevant forms. Documents you've uploaded will feed into the return. Reports you've generated will attach as supporting workpapers. Everything connects—so filing won't start from scratch.
Sign up for early access
Tax compliance calculator for 16-year-old with summer job showing $7,000 eligible contribution and 66% tax savings increase.

Know exactly where every return stands

See real-time status for every return you file. Get instant alerts when the IRS accepts your submission. Clear next steps if there's a rejection. Refund tracking without logging into IRS.gov. All in one place — coming soon.
Sign up for early access
Tax compliance calculator for 16-year-old with summer job showing $7,000 eligible contribution and 66% tax savings increase.

Everything you need to streamline e-filing

Whether you're filing for a sole proprietor, an S corp, or a trust, Instead will handle it from start to submission.

Individual returns

Form 1040 and all schedules for individuals, sole proprietors, and rental owners.

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Business returns

1120, 1120-S, and 1065 for C corps, S corps, and partnerships.

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Fiduciary returns

Form 1041 for estates and trusts.

Taxpayers

Access to their data, maintaining transparency
and control.

Ready to get started?

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 customer support to help you realize savings
Get started today

Work with a tax advisor

Find a tax professional to find you tax strategies
Find someone near you or nationwide
Tax advice, strategy, planning, and implementation
Focus on single or multiple industries
Offering tax and a range of financial services
Find a tax advisor