Home / Tax Planning & Projection AI
Instead
AI tax platform for firms that builds multi-entity tax plans, quarterly estimates, returns and IRS-resolution workpapers from uploaded documents.
| What the AI does | Entity Agent and Firm Agent run research, planning, estimates, filing and IRS-resolution workflows: 1,500+ strategies, scenario modeling, K-1/W-2/1099 extraction, 433-A, OIC and penalty-abatement drafting |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, Tax offices |
| Starting price | Free platform; AI agent credits from $30/credit (annual agreement) |
| Pricing model | Free platform + per-credit agent |
| Free trial | Free plan available |
| Best fit | Solo practitioner, Small firm, Mid-size firm |
| Category | Tax Planning & Projection AI |
| Also fits | Tax Preparation & Review AI |
| Works with | Google Drive, OneDrive, Box, Dropbox, SmartVault, Karbon, TaxDome, Canopy, QuickBooks Online, Xero |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Instead is listed as a fit for solo practitioners, small firms and mid-size firms, and the vendor names solo practitioners, small CPA firms and tax offices on its own site. The job it gets hired for: modeling strategies and projections from the return so the client sees the savings before year-end. It also fits the Tax Preparation & Review AI category.
What it costs
Instead has a free plan to start: Free platform; AI agent credits from $30/credit (annual agreement).
Good to know
Instead has absorbed Corvee and split its offer in two: the Instead Platform — e-file and print for 1040, 1120, 1120-S, 1065 and 1041, unlimited users and entities — is free, and the Instead Agent is paid per credit for research, document extraction, plans, estimates and return-preparation workflows, starting at $30 a credit on an annual agreement with volume pricing, credits valid 12 months and a credit estimate shown before each run. The planning engine draws on 1,500-plus strategies, and the resolution workflows draft 433-A, offer-in-compromise and penalty-abatement packages. Google Drive, OneDrive and Box connect today, with Karbon, TaxDome, Canopy, QuickBooks and Xero listed as coming. SOC 2 Type II is posted.
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