SAN FRANCISCO, April 29, 2026 (Globe Newswire) — Tax practices are entering a new operating model.
Instead, agents now handle research, tax planning, memos, working papers, and resolutions in one integrated system.
For years, tax software has helped companies organize their operations. AI chat then enabled experts to ask better questions. The next big change is an AI agent that actually does the returns and the whole job.
Instead, today we announced the launch of Updated Agents, an AI-native system that runs the entire tax filing process, rather than assisting with just one part of the filing workflow.
Agents do more than just answer questions. They build folders, write records, prepare returns, resolve diagnoses, and update files from start to finish. You can also process not just one entity, but dozens or hundreds of tax entities at the same time.
Instead, it became the first AI-native tax platform to be approved by the IRS, 48 states, and all 1040, 1041, 1120, 1120S, and 1065 states and cities, and currently has 99.27% approval and is expected to reach 100% soon.
This is not another tax AI tool. It’s the perfect alternative path to CCH, GoSystem, UltraTax, Lacerte, ProConnect, Drake, and all other platforms built on the premise of human preparers working manually on each return.
Tax professionals evaluating legacy updates should review this operating model before committing to another year of software built for manual preparation. You no longer need to build your company based on preparing returns manually.
“This is the biggest change in tax operations since companies moved from pencil-filling green sheets to automatic transfers to banks. The new unit of work is the agent who runs the entire return and tax workflow. Tax preparation as we know it is over.”
Alternatives are currently available. For more information, please visit www.instead.com.
About instead
Instead (instead.com) is an AI-powered tax platform that replaces legacy software for accounting firms. Instead, agents perform the entire tax workflow, including research, tax planning, notes, documentation, return preparation, e-filing, and resolution. Instead, it became the first AI-native tax platform to be approved by the IRS, 48 states, and all 1040, 1041, 1120, 1120S, and 1065 states and cities, with a current approval rate of 99.27% and expected to reach 100% soon.
Media contact:
olivia roddy
Marketing manager instead
olivia@instead.com
