Building the future of tax preparation

Filed team collaborating, playing games, and working together in a modern office setting.

The Filed Promise

Every year, tax professionals are asked to do the impossible, and then asked to do it again, next year.

During tax season, accountants face 160 million returns with fewer staff, tighter deadlines, and legacy systems that haven’t evolved. The accountant pipeline is vanishing. Three-quarters of CPAs are nearing retirement. The next generation isn’t signing up for burnout, and we don’t blame them.

Filed was born inside this pressure. Not in a lab or on a whiteboard, but in strip mall firms and during late nights. We sat beside the tax professionals who make the system work despite everything around them, and we built a technology that works like they do: fast, smart, and grounded in the real world.

Filed is an AI tax preparer that helps firms prep faster, scale smarter, and stay in control without breaking what already works. It’s not a replacement for human judgment. It’s a new kind of leverage for those who carry the weight of tax season year after year.

Tax season 2025, our first customers processed tens of thousands of returns through Filed. Turnaround times dropped from a week to overnight. No chaos. No extra hires. Just clarity and speed.

Filed exists to elevate the modern tax professional, wherever they sit, however they work, and for them to command tax season.

Leroy Kerry
CEO

Join our mission

Team members at Filed working, socializing, and collaborating in different settings.
Team members at Filed working, socializing, and collaborating in different settings.

Developed by experienced tax professionals

Team member portrait.

“After years of running my firm, I grew tired of repetitive tax seasons and I'm building Filed for CPAs like me.”

Team member portrait.
Kevin Lee
Founding CPA at Filed
Team member portrait.

I joined Filed to create systems for me and my clients that are head and shoulders above the existing options

Team member portrait.
Hannah Jones Gabell
Founding CPA at Filed
Jennifer Vessio

I can already see how Filed is overhauling intake and tax prep for me and my team. I'm proud to build it!

Jennifer Vessio
Jennifer Vessio
Founding CPA at Filed