Connect the tools you already use.
Instead plugs into your existing stack. Sync documents from cloud storage. Connect practice management. Pull data from accounting software. No rip-and-replace required.
Instead works with your tools. Not instead of them.
Your firm already has a document workflow, a practice management system, and accounting software. Instead connects to all of them, so the AI agent works where your data already lives.
Authorize once. Stay in sync.
Connect a service through OAuth or API key. One-time setup, no IT department required. Instead syncs documents, pulls data, and pushes deliverables back to your connected systems. Version control, webhook notifications, and automatic folder mapping keep everything current without manual uploads.
Connected and ready to use today.
Cloud storage integrations. Live today.
Google Drive
Sync source documents and deliver workpapers, returns, and plans directly to client folders in Google Drive.
OneDrive
Connect firm or client OneDrive accounts. Documents sync automatically and deliverables land where you need them.
Box
Enterprise-grade cloud storage integration. Box folders map to Instead clients for seamless document flow.
All live integrations support two-way sync, version tracking, and automatic folder mapping by client and entity.
20+ integrations on the roadmap.
Building connections to every tool CPA firms use.
Dropbox
Cloud storage sync with automatic folder mapping.
TaxDome
Client management, document collection, e-signatures.
Karbon
Workflow management and team collaboration.
Canopy
Practice management and client portal.
Xero
Pull financial data directly into tax workflows.
QuickBooks Online
Trial balance, P&L, and balance sheet import.
Bloomberg Tax
Research citations and regulatory data.
Plaid
Bank and financial account data aggregation.
SmartVault
Secure document storage and client portal.
More integrations announced quarterly. Request an integration at instead.com/integrations/request.
Documents flow in. Deliverables flow out.
Source documents uploaded to connected storage appear in Instead automatically. When the agent produces deliverables, such as workpapers, tax plans, prepared returns, they're pushed back to the connected system in the right folder, with the right name, versioned and tracked. No manual download-and-upload cycle.
Your cloud storage is your document hub.
Connect your existing cloud storage and Instead handles the rest. Folder mapping, version control, and notifications work automatically.
Automatic folder mapping
Instead maps your existing folder structure to clients and entities. No reorganization required. It works with your naming convention.
Version tracking
Every document version is tracked. See what changed, when, and which workflow produced it. Roll back to any prior version.
Webhook notifications
Get notified when new documents appear in connected folders. Trigger workflows automatically when source docs arrive.
Multi-account support
Connect firm accounts and client accounts separately. Manage permissions and access at the folder level.
Your practice management tool
stays the system of record.
When practice management integrations go live, Instead will sync client data, workflow status, and deliverable completion back to your PM system. No double entry. Your team tracks work in the tool they already know, such as TaxDome, Karbon, or Canopy, while Instead handles the tax work behind the scenes.
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