Get review-ready
returns in minutes.
Filed's AI helps tax firms automate the tedious parts of preparation by extracting data, organizing documents, and preparing review-ready returns directly inside your existing tax software.
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A member of the
2025AICPA/CPA.com
accelerator
2025AICPA/CPA.com
accelerator
Best-in-class firms use Filed
Processing
Extract your client data securely
Filed reads, sorts, and preps tax returns to review-ready status around the clock while keeping client data secure. Drag and drop client docs, and Filed takes care of the rest.
Preparation
AI-powered tax prep
Filed retains knowledge over time—learning your firm’s preferences, applying logic, and flagging what matters. Returns come out cleaner, faster, and ready to review.
Review
Review & file with confidence
Filed is AI trained by tax pros with CPA-audited accuracy checks built-in. Your tax pros do the final review so you can file with complete confidence, every time.
Security and compliance
Security you can proudly show a client
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Data privacy by design
We anonymize sensitive documents and personally identifiable information before processing, so models and internal teams never see raw PII.
Infrastructure and access controls
Filed runs on secure Microsoft Azure infrastructure with encryption in transit and at rest. Role-based access and activity logs provide oversight of who did what and when.
Compliance and data governance
We are SOC 2 compliant and keep all tax data on U.S. servers. Clear retention and deletion policies help you meet firm standards and client expectations.
Custumer stories
Real firms. Real results.
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“AI has allowed us to turn people from tax preparers into reviewers themselves”
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“It got so fast and efficient, my team started asking if we had enough returns coming in.”
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“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.”
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.”
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
Partner at Smith CPA
“It got so fast and efficient, my team started asking if we had enough returns coming in.”
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
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
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
Managing Partner at KBS Financial
end-TO-END integrations
Works with the tools you already use
Filed doesn’t replace your existing workflow, it works inside it. No switching, no disruption. Just review-ready returns that drop right into your tax software, exactly where your team expects them.
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 interrupting processes.
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