FAQ
Live integrations include Canopy, Karbon, TaxDome, Google Drive, and SharePoint, with manual upload as a fallback.
Filed creates a secure, two-way connection to selected folders in your DMS/PMS so new or updated files sync automatically. Setup typically takes <30 minutes during onboarding. If your system isn’t listed, use the simple upload path and keep your existing client-collection process unchanged.
Filed works with Drake, CCH Axcess, UltraTax, Lacerte, ProConnect, ProSeries, and GoSystem.
Filed works with Drake, CCH Axcess, UltraTax, Lacerte, ProConnect, ProSeries, and GoSystem. Prowork puts Filed directly inside your tax software as a real-time sidebar, plus plugins for Outlook and Excel. If your tax software is hosted in environments like Verito or Rightworks, you can still use Filed via a simple upload/download workflow.
Filed reads source documents and compares them against the prepared return to catch errors, find optimizations, and surface advisory opportunities inside your existing tax software.
Filed connects to your document management system (Canopy, Karbon, TaxDome, Google Drive, SharePoint) to ingest client files. Filed reads source documents, extracts data, and builds a human-readable workpaper with an audit trail. Filed then drafts the return directly inside Drake, UltraTax, ProConnect, CCH Axcess, Lacerte, ProSeries, or GoSystem. Your team reviews, adjusts if needed, and signs off. Filed also includes AI Tax Planner (120+ strategy evaluation), Leadsheets, Binders, and Prowork (real-time sidebar in your tax software).
No. Filed’s architecture is designed to avoid triggering 7216 consent requirements for client data processing.
Filed’s pipeline processes documents in a way that maintains privacy and compliance, so special client 7216 consents aren’t required. This simplifies onboarding and avoids extra paperwork for your clients while preserving auditability and control for your firm.
Filed is priced as a flat monthly plan scoped to your firm's client book. Every preparer and reviewer gets access, and every Filed product is included.
Filed is priced as a flat monthly plan scoped to your firm's client book. Every preparer and reviewer at the firm gets access, and every Filed product is included — AI Tax Prep, Reviewer, Tax Planner, Leadsheets, Binders, and Prowork. We don't charge per seat, per return, or per credit. The specific number is set on a 30-minute discovery call after we look at your client volume together.
Yes. Filed has U.S. data residency, bank-grade encryption, SOC 2 compliance, and strict access controls.
All data is processed on U.S. servers with end-to-end encryption. Filed follows rigorous security practices and is SOC 2 compliant. Sensitive details are anonymized before model processing, so PII isn’t visible to AI or internal teams. An audit trail makes every action traceable for reviewers.
Filed supports 1040, 1041, 1065, 1120, 1120-S, and 990, plus the full set of supporting schedules.
Filed supports 1040, 1041, 1065, 1120, 1120-S, and 990, plus the full set of supporting schedules. Individual, business, fiduciary, and exempt organization returns are all in scope. Supporting schedules include W-2s, 1099-INT/DIV/B, Schedule A/B/C/D/E, K-1s, and more.
Filed runs a complexity check at upload and shows you the estimated Credits before submission.
The estimator looks at forms/schedules (e.g., 1099-B volume, K-1s, Schedule E/C, multi-state, carryovers) and maps them to typical CPA effort. If complexity changes during processing, Filed pauses before completion, explains why, and asks you to confirm the updated Credit count.
Filed provides a human-readable workpaper, links entries to sources, and highlights low-confidence items for human review. You can make edits inside Filed or finish them in your tax software.
Filed is designed for explainability. It shows its work and routes edge cases for human review.
Visual AI extracts data; NLP/ML applies tax logic; and an internal CPA validation layer informs continuous improvement. Reviewers can click through to see provenance for entries. Uncertain items are flagged for escalation.
No. Filed fits your existing stack and doesn’t disrupt client relationships.
Filed integrates with your current DMS/PMS and uses your established client intake methods. If a document is missing, your team can be alerted to request it via your normal channel. No need to migrate portals or retrain clients.
Filed scales to peak-season volumes and lets teams submit returns concurrently.
Filed is built for batch intake and concurrent submissions. Your plan covers your entire client book, so there are no per-return limits. Teams can submit returns in batches or individually, track progress in one place, and reassign reviews as needed. Filed scales with your firm during peak season without additional charges.
In the U.S., on secure infrastructure with strict access controls and encryption.
Filed keeps all data on U.S. servers and employs bank-grade encryption in transit and at rest. Access is role-based and audited. No offshore data transmission is required for processing.
Filed provides speed, accuracy, and consistency without coordination overhead.
Unlike offshoring, Filed keeps data onshore, creates a full audit trail, and learns your firm’s preferences over time. Compared to contractors, Filed scales instantly and avoids turnover risk while keeping reviewers in control.
Monthly, scoped to your firm's client book. One plan covers every team member and every product.
Filed is billed monthly at a flat rate scoped to your firm's client book. One plan covers every preparer, every reviewer, and every Filed product. Re-runs, amendments, and late corrections are included at no extra cost. We offer a 60-day money-back guarantee — if Filed isn't working for your firm, every dollar back.
Yes. Filed pricing is transparent and scoped to your firm before you sign.
Filed pricing is set on a discovery call and scoped to your firm's client book. You know your monthly cost before you sign. There are no per-return charges, no usage surprises, and no overage fees. If a late K-1 means re-running a return, that's included in your plan.
Filed supports individual, business, fiduciary, and exempt organization returns. Multi-state is in active development.
Filed supports 1040, 1041, 1065, 1120, 1120-S, and 990 returns. Individual, business, fiduciary, and exempt organization returns are all in scope. Multi-state and prior-year returns are in active development. Contact us to discuss timing and availability.
Firms typically see dramatic reductions in prep time and the ability to process more returns with the same staff.
By eliminating manual data entry and organizing workpapers automatically, reviewers focus on judgment and sign-off. The result is more throughput, less burnout, and improved margins. especially during peak season.
Firms position Filed as ‘modern tools for quality and speed’. Reviewers still sign every return.
Most clients appreciate faster turnaround and fewer requests. Firms can explain that senior CPAs remain in control and that Filed provides a full audit trail, improving quality and consistency over manual entry or offshoring.
Start with a small cohort, run a dozen varied 1040s, and document the before/after time savings.
Pick representative returns (W-2 only, itemized, K-1s, rentals, active traders). Measure baseline prep time, then run the same set through Filed. Train reviewers on the audit trail and pause/confirm steps. Expand volume once quality targets are hit.
Yes. Sensitive data is anonymized before model access, protecting clients and your firm.
Anonymization plus role-based access and audit trails ensures PII isn’t visible to models or internal teams. This design reduces compliance risk while preserving reviewability and traceability for your staff.
Filed is an AI tax platform for accounting firms. Filed reads source documents and compares them against the prepared return to catch errors, find optimizations, and surface advisory opportunities.
Filed is an AI tax platform for accounting firms. Filed reads source documents — W-2s, 1099s, K-1s, brokerage statements, and prior-year returns — and compares them against the prepared tax return line by line. Filed catches errors that native tax software diagnostics miss, surfaces optimization opportunities, and generates advisory-ready tax plans.
Filed uses document-first architecture. Tax software validates whether the math is internally consistent. Filed validates whether the numbers match the source documents. Filed includes six products: AI Tax Prep, AI Reviewer, AI Tax Planner, Leadsheets, Binders, and Prowork.
Filed scored 94% line-by-line accuracy on TaxCalcBench, compared to 23-42% for ChatGPT, Claude, and Gemini.
Filed scored 94% line-by-line accuracy on TaxCalcBench, an independent benchmark for AI tax preparation. ChatGPT scored 42%, Claude scored 35%, and Gemini scored 23% on the same benchmark. The difference is architecture: general-purpose chatbots answer tax questions using training data. Filed reads the actual source documents and cross-references them against the prepared return. Filed is purpose-built for tax, not a chatbot wrapper.
Filed Tax Planner evaluates over 120 tax strategies from the completed return and generates a client-ready plan with full citations.
Filed Tax Planner analyzes the completed return and source documents, evaluates over 120 tax strategies, and generates a client-ready tax plan with full citations. Filed Tax Planner includes what-if scenario simulation with 1 to 10-year projections, risk interaction guardrails for AMT, NIIT, and IRMAA, and implementation timelines. Every recommendation is backed by the actual return data, not generic advice. Firms use Filed Tax Planner to turn compliance work into advisory revenue.
Full platform access from Day 1. If Filed isn't working for your firm in the first 60 days, every dollar back.
Filed offers a 60-day money-back guarantee on every plan. Your firm gets full platform access from Day 1. If Filed isn't working for your firm within the first 60 days, submit a written opt-out and Filed refunds every dollar of Phase 1 payments. No hoops, no partial credits, no questions. The guarantee sits on top of the year-based partnership structure — it's how Filed takes the risk out of signing.
Filed uses document-first AI that validates whether numbers match source documents. Traditional automation validates whether the math is internally consistent.
Traditional tax automation tools like SurePrep focus on OCR extraction and form population. Filed uses document-first architecture that goes further: Filed reads the source documents and compares them against the prepared return to validate that the numbers match. A preparer can type $15,000 instead of $1,500 and traditional tools won't flag it because the math still works. Filed catches that.
Filed also includes AI Tax Planner (120+ strategies with citations), auto-built Leadsheets and Binders, and Prowork — a real-time sidebar inside your tax software. One contract covers your entire firm.
Prowork embeds Filed directly inside the tax software your team already uses as a real-time sidebar, plus plugins for Outlook and Excel.
Prowork is Filed's embed layer. Prowork puts Filed directly inside your tax software — Drake, CCH Axcess, UltraTax, Lacerte, ProConnect, ProSeries — as a real-time sidebar. Prowork also includes plugins for Outlook and Excel so Filed's context follows your team wherever they work. No tab-switching, no copy-paste between systems. Prowork is included in every Filed plan at no additional cost.
Firm Memory is Filed's intelligence layer. Teach Filed once by correcting it, and it applies your firm's judgment to every return after.
Firm Memory is the intelligence layer underneath every Filed product. When your team corrects Filed — adjusting a classification, overriding a suggestion, applying a firm-specific rule — Firm Memory learns from that correction and applies it to every return going forward. Your firm's knowledge stays owned by your firm and gets sharper every season. Firm Memory is what makes Filed a long-term partner, not just a tool.
Filed runs an 8-week structured cohort onboarding program. Live testing begins in Week 4.
Filed onboarding is an 8-week structured cohort program. All firm roles are enrolled from the start. Filed learns your firm's rules from Day 1 and is trained on your tone and workflow. Champions are identified and prepared. Live testing begins in Week 4 with real returns. By the end of the program, Filed is deployed across your entire tax base with baseline ROI tracking in place. A 60-day opt-out window runs in parallel so there's no risk.