Tax memos that write themselves
Upload your documents, describe what you need, and watch as Instead creates comprehensive tax memos, plans, and analysis in minutes—not hours. AI that shows its work every step of the way.
Professional tax documents, automatically generated
Multiple document types
Tax snapshots, strategy tables, full tax plans, and return analysis—automated.
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Hours to minutes
What takes 2-4 hours manually gets done in 5-10 minutes with AI.
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Shows its work
Watch the AI explain each step as it searches, extracts, and creates.
One prompt, four deliverables
Instead creates a tax snapshot memo, strategy identification table, comprehensive tax plan, and tax return analysis—all from a single request. No templates to fill out, no manual formatting.
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AI that understands your full picture
Upload call transcripts, notes, prior returns, and financial documents. Instead reads everything, understands the context across all your files, and references the right information when building your memos.
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Backed by authoritative sources
Every memo is built on real tax law. Instead references IRS publications, IRC code, tax court cases, state regulations, and federal court rulings—over 1,500 authoritative sources that keep your analysis accurate and defensible.
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From analysis to action
Tax memos don't just sit in a folder. Instead connects your analysis directly to tax filing, estimated payments, and action items. Strategies identified in a memo become tasks you can execute—all in one platform.
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Comprehensive tax documentation
From high-level snapshots to detailed action plans.
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Extended thinking
For complex questions, Instead takes time to reason through multiple angles before responding.
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Web search
Access current information, recent tax law changes, and IRS announcements in real-time.
Deep research
Comprehensive analysis that digs through case law, rulings, and publications to build authoritative answers.
Comprehensive tax documentation
Over 1,500 sources keeping your analysis accurate
IRC Code
IRS Publications
IRS Website
State Departments of Revenue
State CPA Societies
US Supreme Court
US Tax Court
Board of Tax Appeals
Federal Courts
Federal DC Courts
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