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.
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.
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.
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.
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.
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.
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Don't just take our word for it
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
Learns and remembers as it works
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
Enterprise-grade security for your sensitive tax data
SOC2 Enterprise-Grade Security
7216 Compliant
Penetration Tested
Your AI tax
preparer
Join Filed’s Design Partner program for early access.
More than 2000 returns a year?
Learn how Filed can help your firm work, and scale smarter, not harder.