Instead AI Tax Assistant is now available to everyone.

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AI-driven R&D tax credits made

Designed for businesses and their accountants, Instead

Maximize savings for federal and states R&D tax credits

Take 4 minutes to see if your business could be saving thousands, hundreds of thousands, or millions of dollars every year through the R&D tax credit. Instead can apply the R&D credit to every applicable entity, and in 3 clicks you’re able to estimate savings across federal and state for payroll, contractors, supplies and more.
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AI documentation to substantiate your credit

Instead AI tax assistant helps you generate the meticulous documentation needed for substantiating the R&D credit in a matter of minutes, making the R&D credit accessible for any business.
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Questions
In what ways did your project develop or improve the product, process, software, or technique?
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How did your project develop or improve the speed, accuracy, or other metrics of the product, process, software, or technique?
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Generate draft
Manufacturing
Software
Cosmetics
And so many more!

Automated tasks and reminders to meet every deadline and realize your credit

Instead, we provide an economical and efficient way to streamline the entire process of tracking each task, milestone and deadline for you with email reminders. Just login, and we’ll remind you of what’s due when, and guide you through each step.
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$78,174
Tax savings

File your R&D credit with confidence

Instead provides all the information your tax preparer needs to file the R&D tax credit with all major business tax software in the United States.
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As much or as little help as you want

Do it yourself
Get onboarded and find savings in minutes
Integrated knowledge base every step of the way
Automated tasks and reminders to meet deadlines
Access to customer support to help you realize savings
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Work with an accountant
Add your company’s accountant
Invite your tax professional to join Instead Pro
Collaborate via messaging and tasks to meet deadlines
Build your confidence to file by documenting your credit
Try for free & invite your accountant

Get your team working together, Instead

Create an account

It’s free. You’ll be able to find savings in 4 minutes and see how much you can save.

Add your accountant

Invite your accountant to Instead Pro, they can even self onboard to save you time.

Get your first savings

Once we get your basic tax info, we’ll give you every step to maximize and realize savings.

lady standing
We were able to complete R&D credits for over six figures with so much more confidence than spreadsheets.  Instead’s guided process walked me through every step and kept me on track to realize the credit.

Brianna Sharp

Sr. Director of Accounting & Finance, Corvee

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Designed for businesses and their accountants, Instead
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