Instead
Tax Compliance & Filing · Information integrity: Medium
US tax preparation still runs on software designed for a human to key a return: research in one place, planning in another, workpapers in a third, the return itself in a legacy prep engine. Instead collapses that into one platform where AI agents run the whole sequence — research, tax plans, memos, workpapers, return preparation, e-filing and resolution — with the preparer reviewing rather than keying.
Website: instead.com
Scores
- AI Maturity
- Scored from 0 (no AI) to 4. Create a free account to see this score, along with our perspective, AI use cases and modules.
Key facts
| Main category | Tax |
|---|---|
| Sub-category | Tax Compliance & Filing |
| Launch status | Live |
| Founded | 2023 |
| Last funding | Undisclosed · 2026 |
| Client sectors | Multi-sector generalist, Professional services |
| Regulatory scope | Other |
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