Automate your tax practice workflows

Transform repetitive tax tasks into streamlined processes. Instead guides you through complex multi-step procedures with intelligent checklists that adapt to each client's situation.

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Everything you need to manage tax workflows

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Guided step-by-step processes

Intelligent workflows for returns, extensions, estimates, and planning.

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Automatic personalized task generation

Instead creates tasks based on entity type, elections, and deadlines.

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Progress tracking across entities

See exactly where every entity stands in their tax journey.

Workflows built for any tax scenario

Pre-built workflows for every common tax scenario—annual returns, quarterly estimates, entity formation, election filings, and more. Each workflow adapts based on entity type, prior year data, and current tax law.

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HRA transactions dashboard showing 28% tax savings with employee and employer contribution breakdowns totaling $3,486.

Never miss a step again

Instead breaks complex procedures into manageable tasks with clear instructions. From gathering documents to final filing confirmation, every step is tracked, timed, and sequenced for maximum efficiency.

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Collaborate across your financial team

Assign workflow steps to team members, track completion status, and maintain visibility across your entire business. Everyone knows what's done, what's pending, and what's blocking progress.

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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 tax work

Three simple steps transform chaos into organized execution.

Select the workflow

Choose from library of tax workflows or create custom processes.

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Customize per entity

Workflow adapts to entity type, elections, and specific requirements

Execute and track

Complete tasks, track progress, meet every deadline.

Workflows that adapt to reality

Your workflows evolve as situations change.

Start a 1040 workflow and Instead automatically adds Schedule C tasks when it detects self-employment income. Begin entity formation and the system sequences state filings, EIN applications, and election deadlines.

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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

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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

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.

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Tax loss harvesting

Transform investment losses into strategic tax advantages and optimize your portfolio's performance with AI-driven precision.

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Child traditional IRA

Open a Traditional IRA for children with earned income. Contribute up to $7,000 annually with full deduction, giving them decades to grow tax-free.

Two professionals are celebrating a 10-year service award with related tax and award details.

Employee achievement awards

Award your team for service milestones and safety achievements while maximizing allowable deductions up to $1,600 per employee.

Doctor explaining qualified medical expenses for pre-tax savings and W-2 reporting.

Health reimbursement

Set aside money on a pre-tax basis to pay for qualified medical expenses to maximize tax savings opportunities.

Mom helps daughter bake cookies, showing $2,000 tax savings with tax forms 1040 and 8812.

Child & dependent tax credits

Claim up to $2,000 per child & $500 per other dependent. Automatically maximize your child and dependent-related tax credits.

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Health savings account

Set aside money on a pre-tax basis to pay for qualified medical expenses to maximize tax savings opportunities.

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Sell your home

Transform your home sale into a tax-saving opportunity.

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Employee achievement

Skill up your team, scale down your business expenses.

Military Veteran hiring approved with tax credit forms and a 46% savings increase from last year.

Work opportunity tax credit

Unlock tax savings for empowering your community through hiring.

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Oil & gas deduction

Drill into tax savings. Maximize deductions for both tangible and intangible drilling costs.

A woman and child reviewing W-2 tax forms for family business, showing 46% tax savings.

Hiring kids

Reduce taxable income & self-employment tax by hiring your kids.

Home office

Deduct qualified expenses for using your home for business purposes.

Meal expenses

Business can typically deduct 50% of meals associated with doing business with some cases allowing up to 100% deduction.

Travel expenses

Businesses can deduct necessary travel expenses, like airfare and lodging, directly related to operations for tax savings.

Vehicle expenses

Vehicle tax deduction allows deduction of business vehicle expenses, using a per-mile rate or actual costs, from taxable income.

Late S election

A Late S Election lets a corporation request IRS S corp status post-deadline.

Late C election

A Late C Election is a request to the IRS for C corporation status after the deadline.

Depreciation

Put your fixed assets to work for you by utilizing depreciation to find and compare tax savings in minutes.

R&D tax credit

Fuel your venture's growth and innovation with the R&D tax credit. Not just for tech firms or big corporations.

Clean vehicle

Businesses and Individuals can receive a tax credit for purchasing new eco-friendly vehicles. Individuals may also qualify on used eco-friendly vehicles.

Residential clean energy

Taxpayers who invest in renewable energy improvements for their home or second home may qualify for a credit to lower their income tax.

Augusta rule

The Augusta Rule lets homeowners rent their property tax-free for up to 14 days a year without reporting the income.

Roth 401k

Roth 401(k) lets employees and individuals make after-tax retirement contributions, offering tax-free growth and withdrawals.

Traditional 401k

Traditional 401(k) plans offer pre-tax retirement savings for employees, with companies reducing taxable income via contributions.

Every workflow type supported

Manage any tax process with confidence.

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