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Filed
AI tax platform for accounting firms that extracts source-document data, enters it into your tax software and reviews each return line by line.
| What the AI does | AI Tax Prep (data entry plan with source citations), AI Reviewer (line-by-line check against source documents), AI Tax Planner, Analyst firm assistant, Firm Memory |
|---|---|
| Who it serves | All practices |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Not stated on the vendor site |
| Best fit | Small firm, Mid-size firm |
| Category | Tax Preparation & Review AI |
| Also fits | Tax Planning & Projection AI |
| Works with | CCH Axcess, Lacerte, Drake, ProConnect, Karbon, Canopy, TaxDome, Financial Cents, Truss, QuickBooks Online, NetSuite, Outlook, Gmail, Excel, Google Sheets, SmartVault, SharePoint, Google Drive, Dropbox, Box, OneDrive |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Filed is listed as a fit for small and mid-size firms, and the vendor names accounting practices generally on its own site. The job it gets hired for: preparing and reviewing returns faster, with AI reading the source documents and flagging what doesn't tie out. It also fits the Tax Planning & Projection AI category.
What it costs
Filed is priced by quote, so the demo is where you get a number tailored to your firm. Ask the vendor about a trial when you reach out.
Good to know
Filed extracts source-document data, enters it into your tax software through the Prowork sidebar (Drake, CCH Axcess, Lacerte, ProConnect) and reviews every return line by line against the documents, covering 1040, 1065, 1120, 1120-S, 1041 and 990. Pricing is one flat monthly fee per firm, scoped to the size of your client book, with unlimited preparer and reviewer seats and no per-return charges; the number comes from a 30-minute discovery call. SOC 2 Type II and ISO 27001 are posted.
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