Instead

Instead is ranked #4 of 33 in AI tax software on The Geeks Club. It runs on Web. There is a free plan. A free trial is offered.

Instead plans and pricing

All plans

Instead Platform Free Unlimited users · Unlimited entities · Unlimited e-file and print file · Multi-entity support · Collaborators and viewers instead.com · 3 Oct 2026

Instead Agent Not published Pay per credit; credit pricing depends on volume and usage; credits are valid for 12 months from purchase. Tax research · Document extraction · Memos, plans, and deliverables · Workflows and return preparation · Filing is free instead.com · 3 Oct 2026

Compared on AI tax software

Free plan: Yes

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Instead

Product: Instead describes itself as an AI agent for tax research, planning, preparation, filing, and defense.
Audience: The product is presented for CPA firms, tax preparers, corporate tax teams, family offices, businesses, and high net worth individuals.
Supported returns: The pricing page lists support for individual 1040, C corporation 1120, S corporation 1120-S, partnership 1065, and trust and estate 1041 returns.
Agent control: Users choose which workflows to run, and the agent consumes credits only when they initiate a task.
Review before filing: The pricing page says users can review the agent's work before filing.
Integrations: Google Drive, OneDrive, and Box are listed as live integrations with two-way sync, version tracking, and automatic folder mapping.
Planned integrations: Dropbox, TaxDome, Karbon, Canopy, Xero, QuickBooks Online, Bloomberg Tax, Plaid, and SmartVault are shown as coming soon.
E-filing: Instead says it is IRS-approved and supports filing in 48 or more state jurisdictions, with local filing supported.
Security certification: The maker's careers page states that Instead is SOC 2 Type II certified.
Support: Instead lists US-based customer support and 24/7 support, and says email receives a response within 24 business hours.
Credit estimate: The pricing FAQ says the credit estimate is shown before a workflow runs.
Planned entity types: The pricing FAQ says estate tax 706, gift tax 709, and exempt organization 990 support are planned.
Headquarters: San Francisco, California, United States
Price from: Free

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Where it ranks on The Geeks Club

Best AI Tax Software in 2026#4 of 33
Best Tax Research Software in 2026#1 of 30
Best Small Business Tax Software in 2026#1 of 29
Best Tax Planning Software in 2026#2 of 28

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Sources

instead.com· checked 3 Oct 2026
instead.com/pricing/plans· checked 3 Oct 2026
instead.com/products/integrations· checked 3 Oct 2026
instead.com/resources/careers· checked 3 Oct 2026
instead.com/resources/support· checked 3 Oct 2026