Tax work that runs itself.
Multi-step workflows that handle preparation, review, planning, estimates, and resolution. Each workflow runs a few minutes to a few hours. You review the output.
Every workflow is a sequence of real tax steps,
fully automated.
A workflow isn’t a prompt. It’s a multi-step process. The agent analyzes documents, applies tax law, builds deliverables, runs diagnostics, and produces output you can hand to a client or partner.
Choose a workflow and let the agent handle every step.
Pick a workflow from the library. The agent reads your client’s source documents, prior returns, and entity data. Then it executes every step. Research, analysis, calculation, and document generation, all without intervention. You get a complete deliverable ready for review.
Pre-built workflows ready to run.
Instead ships with a standard library of workflows built by tax professionals. These are locked. They run the same way every time, ensuring consistent quality across your firm. Workpaper generation, return review, tax planning, quarterly estimates, and resolution analysis. All tested. All reliable.
Build workflows for your firm’s process.
Your firm has its own way of doing things. Build custom workflows that match your process. Add steps, define prompts, set output formats. Custom workflows are fully editable and shareable across your team. Encode your firm’s institutional knowledge into repeatable, automated processes.
Workflows for every part of tax practice.
Preparation. Planning. Review. Resolution.
Preparation
Build workpapers from source documents. Categorize income, map deductions, and generate complete tax workpapers automatically.
Planning
Create multi-year tax plans, model strategy scenarios, project savings, and generate client-ready planning deliverables.
Review
Run compliance checks against source docs, workpapers, and current tax law. Surface issues before the partner review.
Estimates
Calculate quarterly estimated taxes, federal and state. Safe harbor analysis, strategy impact modeling, and payment schedules.
Resolution
Analyze IRS notices, build ability-to-pay analyses, evaluate OIC eligibility, and generate resolution case workpapers.
Strategy
Implement specific tax strategies from intake through analysis. Model impact, generate documentation, and produce client deliverables.
Run workflows across hundreds of clients. Thousands of entities.
Use the firm agent’s Client Grid to select multiple clients and run a workflow across all of them simultaneously. Build workpapers for 200 clients. Run reviews across your entire 1040 book. Generate estimates for every S corp owner. One click. Every client gets their own execution context.
Workflows for every entity type.
Instead learns your entities, ownership, and filing history. E-file and print for TY25 and TY26. 140+ governments.
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