Accountants & firms ✦ AI-native United States AccountantsSmall businessesIndividuals

About Instead

Entity types: 1040, 1120, 1120-S, 1065, 1041 (additional forms language varies by page). Claims IRS-approved federal + 48+ state jurisdictions. Homepage capabilities listed prep & filing as “Imminent release” at 2026-09-04 retrieval — treat as not yet confirmed GA. Events page: Headquarters 515 Folsom Street, San Francisco.

What the AI does

Single AI agent with visible reasoning, research across 1,500+ authoritative sources, document extraction, workflows, plans/memos/workpapers (✦).

Highlights

  • Platform Free (unlimited users and entities; e-file/print listed on free tier — prep/filing still “Imminent release” at fetch)
  • Agent starting at $30 per credit (annual agreement; credits valid 12 months); dedicated pricing page also says credit cost can depend on volume
  • Claims federal + 48+ state jurisdictions; do not hard-claim live nationwide e-file GA until prep/filing leave “Imminent”