Bootcamp
Tax in the Agentic Age
Tax in the Agentic Age
Tax preparation is about to fundamentally change. The firms that adapt will thrive.
San Francisco, California | August 13-14
AI agents are automating tax prep — whether your firm adopts them or not.
At this 2-day implementation bootcamp, you'll install the automation AND learn how to restructure your firm to capture the advisory revenue that prep used to consume. You leave with both: working AI workflows and an advisory delivery playbook.
Why attend?
Stop watching demos. Start installing workflows.
This is a 2-day implementation bootcamp where you'll build AI-powered workflows around your firm's actual templates and return types. But you won't just automate prep — you'll learn how to restructure your firm to capture the advisory opportunity that opens up when preparation goes to zero.
You'll leave with working automation, a specialist partner network, and a clear playbook for turning freed capacity into advisory revenue.
Automate prep
Install 6 AI workflows in 2 days. Workpapers, memos, return population, strategy modeling — built on your actual templates, deployed before you fly home.
Unlock advisory capacity
When prep goes to zero, your team shifts from data entry to client-facing advisory. Same headcount, fundamentally different revenue model.
Build your specialist network
Meet vetted partners for cost segregation, R&D credits, solar, film debt financing, and advanced structures. Offer strategies you've never been able to fulfill before.
Get the advisory delivery playbook
Pricing frameworks ($5K-$20K per engagement), client acquisition models, and a 30-60-90 deployment roadmap. Not just automation — the system for turning it into revenue.
The problem with AI in tax (So far)
Generic AI hallucinates tax positions
ChatGPT doesn't know tax logic well enough to trust with client work. It sounds confident and gets it wrong.
What's different here
An AI tax agent that references the exact documents you have on file for each client — their prior-year returns, their entity docs, their financials. When it builds a tax plan, it's built on that client's real situation. When it answers a tax question, it cites their specific data. When it writes a memo, it's defensible because it's grounded in facts, not assumptions.
At this bootcamp, you won't just see it. You'll install it.
See agentic tax in action
Answer complex tax questions
Watch a live demo: ask your AI tax agent about a real client scenario and see it pull their specific data to build a defensible answer — in real time.
Build tax memos
See a client scenario turned into a review-ready memo on the spot — grounded in actual client data, not templates. Then build the workflow yourself.
These aren't demos you watch and forget. These are workflows you'll build at the event and deploy in your firm.
Tax Q&A agent
Ask your AI a complex client question — it pulls their returns, entities, and financials to give you a defensible answer in seconds.
Return preparation
Walk through your first automated 1040 — from raw docs to review-ready — using a real firm workflow. (We may have this ready by the event day and can definitely demo!)
Tax memo builder
Turn a client scenario into a review-ready memo grounded in their actual data — not boilerplate.
Strategy modeling
Generate tax strategies and projections tied to real client positions — no manual spreadsheet work.
Workpaper automation
Bring your firm's templates. Map them to automation at the event. Leave with them connected.
Estimated tax automation
Automate calculation workflows using actual positions implemented throughout the year and the client's real financial data.
What workflowswill your firm automate?
1
Identify the return types and planning workflows you'll automate first.
2
Build a systematic automation roadmap for your firm — not more headcount.
Workhorse workflows
Core return automation that applies to most business and individual clients.
1040 preparation
1065 partnerships
1120 / 1120-S
1041 trusts & estates
Workpaper generation
What workflowswill your firm automate?
1
Identify the return types and planning workflows you'll automate first.
2
Build a systematic automation roadmap for your firm — not more headcount.
Workhorse workflows
Core return automation that applies to most business and individual clients.
1040 preparation
1065 partnerships
1120 / 1120-S
1041 trusts & estates
Workpaper generation
Automation for tax advisory and planning work.
Tax question responses
Strategy memos
Estimated tax modeling
Planning documentation
Advisory workflows
Automation for tax advisory and planning work.
Tax question responses
Strategy memos
Estimated tax modeling
Planning documentation
Industry-specific
Deploy automation inside niche client bases.
Real estate
Healthcare
Professional services
High-income earners
Industry-specific
Deploy automation inside niche client bases.
Real estate
Healthcare
Professional services
High-income earners
Event-driven
Automate workflows around major financial events.
Business acquisitions
Entity changes
Exit planning
Large liquidity events
Event-driven
Automate workflows around major financial events.
Business acquisitions
Entity changes
Exit planning
Large liquidity events
Advanced planning
Structured automation for complex tax planning.
Tax plan generation
Multi-entity modeling
Investment planning
Estate structures
Advanced planning
Structured automation for complex tax planning.
Tax plan generation
Multi-entity modeling
Investment planning
Estate structures
3rd party partners
Where automation integrates with external experts.
Cost segregation
R&D
Estate planning attorneys
Financial advisors
3rd party partners
Where automation integrates with external experts.
Cost segregation
R&D
Estate planning attorneys
Financial advisors
Understand the 3 levels
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
Zero-touch return framework
Understand the 3 levels of zero-touch — and where your firm fits today.
See exactly how workpapers, return population, and document extraction connect into a single system.
Live 1040 automation demo
Walk through your first automated 1040 — from raw docs to review-ready — using a real firm workflow.
See what changes when your team reviews instead of prepares.
AI tax agent deployment
Experience how your AI tax agent:
- Answers complex tax questions
- Builds structured tax memos
- Generates tax plans
- Models estimated taxes
Not theory. Real workflows.
Template-to-workflow mapping
Bring your firm’s existing workpaper templates.
See how automation wraps around what you already use — not replacing it, but accelerating it.
Early access to E-filing rollout
Level 2 zero-touch return functionality will align with the upcoming e-filing release.
Bootcamp attendees receive priority access before general release.
Deployment roadmap
Leave with clarity on:
- Which return types to automate first
- What to implement in the next 30–90 days
- How to expand without adding headcount
Dear Firm Owner,
You've probably tried AI already.
Maybe ChatGPT for research. Maybe some tax-specific tool that promised to change everything and didn't. Here's what I've learned building AI for tax firms over the last 3 years: generic AI can't do tax.
It doesn't know the tax code well enough. It doesn't know your clients. And it definitely can't prepare a return.
Tax preparation is still broken. You can't hire fast enough. Your best people are buried in data entry. Margins are compressing while expectations rise.
What we've built is different — an AI tax agent that actually does the staff work. At the Agentic Tax Bootcamp, we're not going to show you slides about it. We're going to install it in your firm.
Most firms can reach Level 1 immediately. Level 2 launches with e-filing — bootcamp attendees get first access before general release. Level 3 is where the industry is heading. At the bootcamp, you'll install Level 1 and get early access to Level 2.
You'll leave with real AI workflows — for tax Q&A, memos, plans, and return automation — that your team can use immediately.
We're hosting 40 firm owners at our San Francisco headquarters for this implementation-focused event. If you're serious about deploying AI that actually works for tax — not just another tool that sounds smart and gets it wrong — I look forward to seeing you there.
Hosted by
Andrew Argue
Chief Executive Officer | Instead
Andrew Argue
Chief Executive Officer | Instead
Tickets
Limited to 40 Attendees.
Standard admission
This intimate bootcamp is capped at 40 tax professionals.
Once it's full, we won't open registration again until the next event.
2-day in office attendance
* Free for active Scale & Executive members
Tax Advisory Bootcamp 2-day itinerary
DATE
Thursday, August 13 through Friday, August 14.
TIME
Thursday | 9:00 am - 7:00 pm PT
Friday | 9:00 am - 5:00 pm PT
Social Hour
Thursday | 7:00pm - 8:00pm PT
LOCATION
Instead Headquarters
515 Folsom Street
San Francisco, California
AIRPORTS
San Francisco International Airport (SFO)
FAQ's
What are the dates for Tax in the Agentic Age?
The event will be held on Thursday, August 13 through Friday, August 14 from 9:00am - 8:00pm PT with a happy hour at the end of day 1.
Where will the event be held?
The event will be held in the Instead Headquarters, 515 Folsom St San Francisco, CA 94105
I'm trying to book my travel. What times do I need to know about?
For booking your travel, please note the event schedule. The event will be held on Thursday, August 13, from 9:00 AM to 7:00 PM PT, with a social hour at the end of the day. It will continue on Friday, August 14, from 9:00 AM to 5:00 PM PT. Please be aware that the last day's events may run slightly over time, ending around 5:00 or 6:00 PM local time.
Can I bring my spouse to this event?
Because of our very limited seating, every person must purchase a ticket to get into the event.
Can I get a refund if I can't attend?
We do not offer refunds if you decide to cancel your attendance at this event. However, if you are unable to make the event, we are able to transfer your ticket to a future event or another Instead product of similar value.
Any other questions?
If you have any other questions, feel free to reach out to support@instead.com.
