Your compliance engine. AI‑powered
Instead automates multi-state, multi-entity tax compliance for in-house teams. From research and workpapers to return prep, review, and filing. All five entity types.
Corporate compliance is a volume problem
Multi-state complexity
Filing in 30+ states means 30+ sets of rules, apportionment factors, and deadlines. Your team tracks it all manually, every quarter.
Multi-entity sprawl
Holding companies, operating subs, partnerships, trusts. Each entity multiplies your compliance workload and your risk surface.
Planning gets pushed back
When your team is buried in compliance, tax planning and provision support become afterthoughts. The work that moves the needle never gets done.
Cancel your tax software
Instead replaces the engine entirely. Government-approved e-file. AI agents that iterate with the tax engine. You don’t need your legacy compliance platform and a stack of bolt-ons. You need one.
An AI agent for every entity in your portfolio
Each entity gets a dedicated agent that holds context across filings, jurisdictions, and tax years. The agent researches, prepares, reviews, and files. Your team reviews and approves.
- Context across 1040, 1120, 1120-S, 1065, 1041
- Trial balance ingestion and automated mapping
- Review-ready returns with AI workpapers
- Autonomous diagnostic resolution
Automated workflows for your entire compliance cycle
Click run. The agent executes every step.
Tax preparation
Trial balance ingestion, workpaper population, return generation, diagnostic resolution, and multi-level review.
Tax planning
Scenario modeling with current-state analysis, strategy identification, and projected provision impact.
Return review
AI-powered first-level review across your entity portfolio. Anomalies flagged before your team’s final review.
Tax research
Cited answers from IRC, Treasury Regs, court cases, and revenue rulings in seconds.
Notice resolution
Penalty abatement analysis, state correspondence tracking, and automated response drafting.
Custom workflows
Your department’s process, codified. Quarterly provisions, estimated payments, annual compliance. You describe it, the agent builds it.
Multi-entity compliance at scale
Select entities. Run workflows in parallel across every jurisdiction, simultaneously. The grid is how a lean corporate tax team manages hundreds of filings without adding headcount.
- Batch operations across your full entity portfolio
- Parallel workflow execution across jurisdictions
- Department-level reporting and compliance status
- Threads for entity-level conversations
Taxes are unique
Instead learns your entities, ownership, and filing history. E-file and print for TY25 and TY26. 140+ governments.
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
WyomingThe software is free. You pay for the agent
Legacy platforms charge six figures for tax software and make your team do the work. Instead gives you the software for free. You only pay when the AI agent works for you.
File any return
Free forever. Prepare and e-file by hand at no cost.
Run the agent
Pay per credit. The agent does the work.
Plugs into your existing stack
Coming soon: Dropbox · SmartVault · SharePoint · QuickBooks · Xero + more
Ready to automate your compliance cycle?
See why corporate tax departments are switching to Instead.
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