Make the shift from tax preparation to tax advisory services with Instead Pro

Get the tools and resources you need to manage key tax positions for clients like Depreciation, R&D tax credits, Home office, Augusta rule and more with the free Instead Pro partner program, an all in one turnkey and scalable platform.

James Rainwater

Owner, Rainwater CPA

In the past, our firm has always managed these tax positions in spreadsheets. Now, our firm can finally operationalize tax advisory services through the Instead Pro platform.

We’ve been able to save our clients hundreds of thousands in taxes and our clients are happier than ever with our level of service.

Why become an Instead Pro partner?

Create value for existing clients and your firm

By finding your clients huge tax savings, you become their trusted advisor and create an expanded relationship.

Attract new clients with a better value proposition

More savings for clients is mathematical proof you provide value. By managing key tax positions for clients, you can set yourself apart from the competition.

Empower your team to deliver without you

Use Instead Pro to get your managers, staff, and even interns to help deliver key tax positions instead of doing all complex work yourself.

Instead Pro partners receive exclusive subscription discounts

When you add your clients’ entities via your Instead Pro account, you save up to 55% on their subscription. Your firm can pay for their subscription or you can have the client pay directly.

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Be the trusted advisor your clients need

Every time you proactively save a client money in taxes, you are reaffirming your spot as their trusted advisor. It’s more important than ever to ensure your clients are taking full advantage of every tax credit and deduction they’re eligible for. Tax savings add up and having extra cash on hand allows businesses to fuel their company’s growth further and faster.

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Meet your new and most valuable team member, Instead AI

Harness the power of AI to effortlessly generate tax documentation that supports your clients tax positions and complies with tax requirements.

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The necessary resources to market, sell and price your tax advisory services offering.

Your firm’s console to manage all of your clients key tax positions.

A community of like-minded accounting and tax firm professionals offering high value advisory services.

Make the shift from tax preparation to tax advisory services with Instead Pro

Why become an Instead Pro partner?

Create value for existing clients and your firm

Attract new clients with a better value proposition

Empower your team to deliver without you

Instead Pro partners receive exclusive subscription discounts

Be the trusted advisor your clients need

Meet your new and most valuable team member, Instead AI

Get what you need to grow your practice with tax advisory services

Start your 7-day free trial