Help your clients get R&D tax credits and grow your firm with Instead Pro

Get the tools and resources you need to help clients get the R&D tax credits they deserve with the free Instead Pro partner program, an all in one turnkey and scalable platform.

James Rainwater

Owner, Rainwater CPA

In the past, our firm has always outsourced R&D tax credits. Now, our firm finally has the confidence to fulfill on these credits through the Instead Pro platform.

We’ve been able to save our clients hundreds of thousands in taxes and our clients are happier than ever with our level of service.

Why become an Instead Pro partner?

Create value for existing clients and your firm

By offering R&D tax credits, you can set yourself apart from the competition and become your clients' trusted advisor.

Empower your team to deliver without you

Use Instead Pro to get your managers, staff, and even interns to help deliver R&D tax credits instead of doing all complex work yourself.

Instead Pro partners receive exclusive subscription discounts

When you add your clients’ entities via your Instead Pro account, you save up to 55% on their subscription. Your firm can pay or your client can pay.

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Be the trusted advisor your clients need

Every time you proactively save a client money in taxes, you are reaffirming your spot as their trusted advisor. It’s more important than ever to ensure your clients are taking full advantage of every tax credit and deduction they’re eligible for. Tax savings add up and having extra cash on hand allows businesses to fuel their company’s growth further and faster.

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Meet your new and
most valuable team member, Instead AI

Instead AI tax assistant helps you review each of the clients projects to ensure they pass the 4-part test for R&D eligibility. What once used to take months now takes minutes making R&D tax credits a scalable service for your firm.

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Questions

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