About
Filed is an end-to-end AI tax platform built specifically for accounting and tax professionals. It plugs into existing tax software to standardize client binders, automate return preparation, power review workflows, and uncover high-value advisory insights — without requiring any workflow changes. At its core, Filed reads and parses raw client source documents (W-2s, 1099s, and more), sorts them, and produces review-ready returns around the clock. Its AI is trained by tax professionals with CPA-audited accuracy checks, ensuring returns are cleaner and faster without sacrificing compliance confidence. The Reviewer product acts as an automated safety net, cross-referencing source documents against prepared returns to surface discrepancies that tax software diagnostics typically miss. The Tax Planner module converts compliance work into high-value advisory conversations, helping firms grow revenue per client. Filed prioritizes data security with SOC 2 compliance, Microsoft Azure infrastructure, encryption in transit and at rest, data anonymization of PII before processing, role-based access controls, and U.S.-based data storage. It is designed for firms of all sizes — from solo CPAs to larger partnerships — enabling small teams to process thousands of returns efficiently while freeing tax professionals from data entry to focus on true review and client advisory work.
Key Features
- AI-Powered Tax Preparation: Automatically reads, sorts, and preps tax returns from raw client documents to review-ready status, learning firm preferences over time to produce cleaner, faster results.
- Automated Return Reviewer: Cross-references source documents against prepared returns to catch errors and discrepancies that standard tax software diagnostics routinely miss.
- Tax Planner & Advisory Insights: Converts compliance work into actionable advisory opportunities, helping firms offer higher-value services and increase revenue per client.
- Seamless Workflow Integration: Works inside existing tax software without replacing it — review-ready returns drop directly into the tools tax teams already use with no switching or disruption.
- Enterprise-Grade Security: SOC 2 compliant with Microsoft Azure infrastructure, PII anonymization before processing, encryption in transit and at rest, and U.S.-only data storage.
Use Cases
- A small CPA firm uses Filed to process over 1,000 tax returns per season with just a few staff members, dramatically reducing data entry time.
- A tax review partner leverages Filed's Reviewer to automatically cross-check prepared returns against source documents, catching errors before filing.
- An accounting firm uses Filed's Tax Planner to identify advisory opportunities within compliance work, turning routine returns into proactive client conversations.
- A multi-partner firm integrates Filed into its existing Drake or Lacerte workflow to standardize client binders and deliver review-ready returns without changing how the team operates.
- A growing tax practice uses Filed to scale capacity during peak season without hiring additional preparers, enabling a small team to handle significantly more volume.
Pros
- No Workflow Disruption: Filed integrates directly into existing tax software, meaning firms can adopt AI-powered automation without retraining staff or changing established processes.
- Significant Capacity Gains: Firms report processing thousands of returns with small teams, freeing tax professionals from data entry to focus on higher-value review and advisory work.
- Strong Security & Compliance: SOC 2 compliance, PII anonymization, and U.S.-based data storage make Filed suitable for client-facing firms with strict data privacy requirements.
- Continuously Learning AI: The platform retains knowledge over time, adapting to each firm's preferences and logic to improve accuracy and relevance with every return processed.
Cons
- Pricing Not Publicly Listed: Filed requires a demo to get pricing details, making it difficult for smaller firms to quickly assess cost-effectiveness without a sales conversation.
- Designed for Professional Firms Only: Filed is built exclusively for tax professionals and accounting firms — it is not suitable for individual taxpayers or non-tax use cases.
- Dependent on Integration Ecosystem: Full value is realized only when connected to existing tax software; firms using less common platforms may face compatibility limitations.
Frequently Asked Questions
What types of documents can Filed process?
Filed reads and parses a wide range of client tax source documents including W-2s, 1099s, and other financial documents, automatically sorting and organizing them for return preparation.
Does Filed replace my existing tax software?
No. Filed is designed to work inside your existing tax software workflow. It produces review-ready returns that drop directly into your current tax platform with no switching required.
How does Filed protect client data and PII?
Filed anonymizes sensitive documents and personally identifiable information before processing so that models and internal teams never see raw PII. All data is stored on U.S. servers, and the platform is SOC 2 compliant.
Is Filed accurate enough to reduce professional review time?
Filed is trained by tax professionals with CPA-audited accuracy checks built in. It handles the heavy lifting of data extraction and preparation, but tax professionals always perform the final review before filing.
How do I get started with Filed?
Filed offers a demo-based onboarding process. You can request a demo through their website to see how it fits your firm's workflow and discuss pricing and implementation.
