How tax work gets done
Plan, prep, file, review, resolve, strategize. Whatever you need to do on your taxes, there's a workflow for it. Pre-built ones for what's common, custom ones for everything else.
Built into everything Instead does
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Library of tax
workflows
Tax planning, return prep, review, filing, strategies, and resolution. Built and ready.
Custom workflows on demand
Describe what you need done, and the agent builds the workflow that runs it for you.
Run by the agent, end to end
Workflows do the actual work. Documents organized, forms filled, decisions surfaced.
Pre-built for every tax task
Build a tax plan from your prior return and current year financials. Prepare a return across 1040, 1041, 1065, 1120, or 1120-S. Review a return that's already been done. Implement a strategy. Resolve back taxes. The library covers what's common, so you don't have to figure out where to start.
Get started today
Builds custom workflows on demand
Describe what you need done. A one-off compliance project, a new strategy you've never run before, a multi-state K-1 reconciliation. The agent builds the workflow that handles it. Then runs it.
Start for free
Runs the work, not just the steps
Most workflow tools just track what you've done. Instead's workflows actually run. The agent reads documents, runs calculations, populates forms, and flags items that need your judgment. The work gets done while you do other things.
Try for free
How a workflow runs
Three steps from start to done
Workflows that adapt as you go
Start a return prep workflow, and the workflow adds tasks as new documents come in. A 1099 from a new payer. A K-1 from a partnership. A mid-year property purchase. The workflow expands to cover whatever your year actually looked like.
Every workflow type supported
Whatever needs doing on your taxes, there's a workflow for it.
Tax planning
Build a tax plan from your prior return and current year financials, with savings projected.
Tax preparation
Build workpapers and returns across 1040, 1041, 1065, 1120, and 1120-S with all schedules.
Tax review
Verify a completed return against source documents, last year's return, and IRS rules.
Tax filing
Direct transmission to the IRS, every state, and every city, once your return is ready.
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Tax strategies
Implement any tax strategy from R&D credits, WOTC, and Augusta Rule to custom strategies.
Tax resolution
Installment plans, offers in compromise, and currently-not-collectible status filings.
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