Your tax software, finally intelligent.
Ready to be Filed.
Filed reads the same source documents your team reads. It catches transposed numbers, populates returns, and surfaces tax strategies without changing a thing about how you work.
Start with a populated return, not a blank form.
Our AI reads the binder, extracts every value, and populates the return directly inside your tax software. The team reviews a draft instead of keying from scratch.
Self-correcting review that learns your practice.
Our AI cross-checks every figure against the source document. Transposed numbers, missing K-1 entries, dropped schedules. Issues surface themselves before the reviewer opens the file.
Every recommendation backed by the actual return.
120+ strategies evaluated automatically. Our AI reads the return data, runs the projections, and cites every number. Compliance work becomes advisory revenue.
Our Vision
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Tax professionals bring judgment, expertise, and client relationships. AI brings speed, consistency, and scale. Together, they unlock new possibilities for how tax work gets done.
Our vision is to give every firm the tools to focus on what matters most: advising clients, catching what others miss, and building practices that grow without burning out their people.
We're building more than a product. Alongside the firms we serve, we're building a new standard for tax preparation — where technology complements expertise, where every return is traceable, and where every professional has the freedom to do their best work.
Built for the firms that can't afford a breach.
Tax returns are among the most sensitive data a firm holds. Filed is SOC 2 Type Il certified, with controls covering security, availability, confidentiality, and processing integrity.
SSO integration, role-based access, MFA, audit logging, and encryption at rest and in transit. Your data is never used to train shared models.
SOC 2 Type II
IRS 7216 compliant workflows
SSO and access controls
U.S. data processing
Real firms. Real results.
