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Current company Instead
Software Development · 222 employees · Founded 2023 · San Francisco, California, United States
Instead is where tax work gets done. Our AI agent orchestrates the entirety of how work gets done in tax, from preparation and compliance to filing and advisory. It's a fundamentally new way of doing tax work, and it's why top 500 firms, Big Four teams, and enterprise corporate tax departments are choosing Instead.
What makes us unique: we hold full government approvals with the IRS, 48 states, and all cities to e-file 1040, 1041, 1120, 1120S, and 1065, with 706, 709, 990, 5500, and 2290 coming for tax year 2026. No one else can offer this, and no one else will for years as it takes that long to pass government approvals. This lets us build product experiences that are simply unmatched in the market.
Instead is backed by Conviction, IRIS (the largest tax software provider in the UK), Skylark, and many of our partners and customers. Our team includes leaders from Intuit, Thomson Reuters, Wolters Kluwer, Gusto, PwC, BDO, RSM, and KPMG.
The national publication Accounting Today, twice recognized me as one of the "Top 100 Most Influential People in the Accounting Profession - Ones To Watch".