tryinstead @try_instead_

Instead's tax strategy reports analyze savings, implementation steps, and return support. Try for free at instead.com/x

A tax strategy is only useful if the firm can answer three questions: • How much could this save? • What has to happen next? • How do we support the position on the return?

Tax reporting takes too long when you have to rebuild the picture manually. Instead generates reports from the work already in the system — so the output follows the work, not the other way around. Book a demo at instead.com/x

Give personalized strategies, projected savings, and implementation timelines based on your client's actual history. Most firms stop at advice. Instead gives you the full plan. Try it now → instead.com

Instead builds tax plans that turn tax answers into actions. The hard part is not giving tax advice, it's turning it into something a client can actually follow.

That gets you to a more informed answer faster. Try it for free → instead.com

Most tax answers fall apart because they start without enough context. Instead works differently. Prior returns, docs, and financial information are already in one place, so when you ask a question, the answer can be based on your actual situation.

The future of tax isn't human or AI. It's better technology supporting better professionals. That's the future we believe in at Instead. Stay tuned → instead.com

The actual shift isn't a replacement. It's time. Less busywork. Less back and forth. More of the work that actually matters.

AI in taxation is being talked about in extremes. It replaces everyone. Or it's all hype. The real story is somewhere in between.

We built Instead because businesses and the tax professionals who support them both deserve better. Andrew has driven that vision from day one. Proud of this recognition and proud of the work ahead.

@andrewargue, our Founder & CEO, has been named a 20 Under 40 Accounting Influencer by CPA Practice Advisor.

BDO is where that shift gets shown in person. Want a preview before BDO? Book a demo at instead.com

Zero-touch tax returns are here. The firms that adapt first will handle more volume with the same team, shift staff into higher-value work, and set the new output standard.

BDO Alliance Evolve is May 4 to 6 at Fontainebleau Las Vegas, and it may be the clearest signal yet that AI tax prep has moved from concept to live workflow.

The firms that see this are building something worth 10x more than a compliance shop. Two days. Real clients. Finished AI workflows. Reserve your ticket → instead.com/tax-agentic-bo…

Tax in the Agentic Age Bootcamp. May 14–15, SF. AI doesn't kill tax prep jobs — it moves them up a floor. Preparers become reviewers. Filers become planners.

The filing deadline is approaching. Your clients are staring at what they owe. They've never been more ready to hear "let's plan so this doesn't happen again." Reserve your ticket →instead.com/tax-agentic-age

Tax in the Agentic Age bootcamp teaches both paths in 2 days. You bring a real client situation. You leave with a finished tax plan — not slides, a real deliverable.

Tax in the Agentic Age Bootcamp. May 14–15, Instead HQ, San Francisco. AI is creating a fork in the road for every tax firm. Here's what most people aren't seeing yet →

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