Automated first-pass review for every tax return.
Reviewer reads the source documents your client sent, reads the draft return from any tax software, and compares them line by line. Every discrepancy becomes a cited action item your preparers can fix before the reviewer ever opens the file.
You can scale prep. You cannot outsource sign-off.
Whether you use offshore teams, junior staff, or AI to prepare returns, every file still funnels to the same group of senior reviewers.
Upload. Compare. Fix.
No integration project. No IT involvement. If your tax software can export a return, you can be running reviews today.
Upload the binder and the return
Drop in your client's source documents alongside the draft return. Works with CCH, UltraTax, Drake, Lacerte, ProConnect, and more.
Filed compares every line
Source documents and the return are cross-checked. Not the math. The actual data your client provided versus what was entered.
Preparers get a cited action list
Every discrepancy becomes a specific to-do. Preparers fix their own work in the tax software before the reviewer ever opens the file.
Every error cited. Every fix clear.
The Review Action List is a precision to-do for every return. Each discrepancy includes the source document reference, the return line, and context for resolution.
Every flag cites the source document and the return line
Reviewers verify, not trust. Every issue links back to the exact page in the source document and the exact field in the return.
Preparer performance analytics
Track error rates by individual preparer, severity, and category. Know which team members need support before the errors compound.
Assign reviews
Route returns to the right reviewer. No spreadsheets, no Slack threads. The right file goes to the right person.
Every flag is cited and explained
Review notes become coaching moments. Junior staff see exactly what went wrong, where the source lives, and why it matters.
Ready to unlock review capacity?
Stop the cycle of fix-and-return. Unlock the capacity to grow your firm without hiring more managers.
SOC 2 compliant · US-only data · No model training on your data
No. It replaces the "janitor work" your managers hate. It cleans up the file so they can focus on tax law, planning, and client service.
Think of your tax software as a powerful Calculator, and Filed Reviewer as the Supervisor. The Calculator checks if the math works, but it's "blind" – it has no idea if the numbers you typed match the real-life documents. Filed is the Supervisor that checks the work.
Absolutely. We are SOC2 compliant with bank-grade encryption in transit and at rest. Your data is 100% US-based and never used to train AI models.
It's our easiest product to deploy. If you can print a PDF, you can use Filed Reviewer. Works directly in your tax software with no complex IT migration required.
Because Filed Reviewer uses a universal document ingestion engine, we are compatible with virtually every professional tax platform. We currently support Drake, CCH Axcess, UltraTax, ProConnect, Lacerte, ProSeries, ATX, ProSystem fx, MyTAXPrepOffice, Profile Tax, TaxCycle, and TaxPrep. If you can export a draft return from your software, our engine can review it.