Meet your new AI tax preparer

Filed helps firms process more returns in less time by cutting prep, reducing review, and freeing teams for higher-value work.

How it works

Filed automates tax prep from upload to review-ready returns, enabling firms to scale capacity, reduce manual effort, and maintain control during high-volume seasons.

Processing

Extract client data accurately and securely

Filed extracts and organizes client data with precision. It turns uploads into structured, review-ready returns while maintaining the highest security standards.

Tax document viewer interface showing income and employer details.Tax document processing interface with extracted client data
Preparation

Apply firm logic at scale

Filed learns how your team works. It applies your preferences, templates, and thresholds to prepare returns with speed and precision.

Tax return comparison showing income breakdown for 2023 and 2024.Tax return comparison showing income breakdown for 2023 and 2024.
Review

Stay in control with built-in checks

Filed applies review logic, flags anomalies, and surfaces what matters. Your team can focus on final review, not manual checks.

Checklist interface showing reviewed tax documents ready for AI preparation.Checklist interface showing reviewed tax documents ready for AI preparation.
Integration

Works with your stack

Filed integrates with your existing workflow, delivering review-ready returns directly into your tax software without switching tools or disrupting your process.

Dropdown menu showing tax software integration options.Dropdown menu showing tax software integration options.

As seen on

Don't just take our word for it

“With just me, a part-time CPA, and a prep, we could easily do 1,000 returns and not struggle.”
Brandon Porter Avatar
Braedon Porter
CPA & Co-founder at Jalada
“It did 90% of the heavy lifting. I got to the point where I wasn’t even reviewing W-2s.”
Greg Smith Avatar
Greg Smith
Partner at Smith CPA
“It got so fast and efficient, my team started asking if we had enough returns coming in.”
Gory Gayman Avatar
Cory Gayman
CPA & Founder at JCG
“Filed let us focus on higher-value tasks. Once it’s fully implemented, I’d be very disappointed if we had to stop using it.”
Benjamin Schwarcz Avatar
Benjamin Schwarcz
Schwarcz CPA
“Filed got us out of data entry and into true review. We’re no longer spending time verifying every number—we're finally reviewing, not just typing.”
Conner Kelderman Avatar
Conner Kelderman
Founder at Track
“Filed is helping us process thousands of returns this year—10 to 15 at a time—with a small team.”
Josh Knapp Avatar
Josh Knapp
Managing Partner at KBS Financial
Our difference

Filed gives tax teams capacity–not complexity. It works inside your workflow, learns how your firm thinks, and triples prep output without breaking trust or process.

Performs at scale with speed and accuracy

Cuts prep time so you can scale without the staffing scramble.
Man reviewing tax documents with growth chart for returnsMan reviewing tax documents with growth chart for returns
️Tax prep in minutes, not hours

Firms process up to 3x more returns without adding staff.


99% accuracy rate with tax forms background99% accuracy rate with tax forms background
High level of accuracy

Senior staff simply review, not redo, returns.

Man reviewing flagged tax issue on screenMan reviewing flagged tax issue on screen
Built-in validations

Questions get flagged, minimizing errors and reducing the risk of penalties.

24/7 availability with hand holding stopwatch24/7 availability with hand holding stopwatch
Tireless 24/7 performance

Filed works 24/7 without breaks, sick days, or weekends.

Learns and remembers as it works

It’s not just automation—it’s memory at scale.
Tax rule customization screen in Playbook tool

Gets smarter every season

Filed remembers elections, preferences, and prior-year logic.

No black boxes

Every AI action is traceable and human-readable.

Thinks like a preparer

Filed learns your firm’s preferences and applies logic.

Detects inaccuracies & alerts you for review

Filed is continuously audited and trained by human CPAs.

Facilitates collaboration in-house and off-shore

Filed enables clean collaboration at scale, down the hall and across the globe.
Woman collaborating on task with status update from teammateWoman collaborating on task with status update from teammate
Secure collaboration

Supports handoffs and multi-role workflows without chaos.

Team member updating task status in offshore workflowTeam member updating task status in offshore workflow
Offshore-compatible workflow

Fits into your offshore stack—or helps you bring it all back in-house.

User roles list showing Admin, Client Manager, and EditorUser roles list showing Admin, Client Manager, and Editor
Role-based permissions

Set who can view, review, and edit across offices or offshore teams.

Enterprise-grade security for your sensitive tax data

SOC2 Enterprise-Grade Security

Robust, industry-standard protection with zero training on your data.

7216 Compliant

No need to request 7216 compliance. All data is hosted on U.S. Microsoft Azure servers.

Penetration Tested

Regular and ongoing testing to strengthen security for our customers and their data.
A stack of black and beige office binders and a red calculator
Early access

Your AI tax 
preparer

Join Filed’s Design Partner program for early access.


Large stack of paperwork.
Work at scale

More than 2000 returns a year?

Learn how Filed can help your firm work, and scale smarter, not harder.