About Instead
Instead grew out of Corvee, the tax-planning software known for its library of quantified tax strategies, and has folded that heritage into an AI-first platform used both by taxpayers directly and by the professionals who serve them.
Its AI agent automates individual and business filing end to end, while AI-generated Tax Reports scan a filed return for missed deductions, credits, and documented savings strategies. Instead is among the few platforms in decades to receive direct IRS and state e-file approval for individual, business, trust, and estate returns; IRIS Software Group made a strategic investment in 2024.
Instead's AI agent automates end-to-end filing, and its AI Tax Reports scan completed returns to flag missed deductions and recommend documented tax-saving strategies from a 1,400+ strategy library.
Highlights
- Direct IRS/state e-file approval for individual, business, trust, and estate returns
- Built on Corvee's tax-planning strategy library; Corvee has folded into the Instead brand
- Strategic investment from IRIS Software Group (2024); plans start around $16/month
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