Ready to be Filed.
Filed reads the same source documents your team reads. It catches transposed numbers, populates returns, and surfaces tax strategies without changing a thing about how you work.
Self-correcting review that learns your practice.
Filed cross-checks every figure against the source document. Transposed numbers, missing K-1 entries, dropped schedules. Issues surface themselves before the reviewer opens the file.
Start with a populated return, not a blank form.
Filed reads the binder, extracts every value, and populates the return directly inside your tax software. Your team reviews a draft instead of keying from scratch.
Every recommendation backed by the actual return.
120+ strategies evaluated automatically. Our AI reads the return data, runs the projections, and cites every number. Compliance work becomes advisory revenue.
Ready to be Filed.
Filed reads the same source documents your team reads. It catches transposed numbers, populates returns, and surfaces tax strategies without changing a thing about how you work.
Self-correcting review that learns your practice.
Filed cross-checks every figure against the source document. Transposed numbers, missing K-1 entries, dropped schedules. Issues surface themselves before the reviewer opens the file.
Start with a populated return, not a blank form.
Filed reads the binder, extracts every value, and populates the return directly inside your tax software. Your team reviews a draft instead of keying from scratch.
Every recommendation backed by the actual return.
120+ strategies evaluated automatically. Our AI reads the return data, runs the projections, and cites every number. Compliance work becomes advisory revenue.
Our Vision
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A tax firm's greatest asset is its judgment. How it reads a messy K-1, when it pushes on a deduction, what it has learned about a client over ten years of returns. Today that judgment lives in people's heads and gets spent one season at a time. When the season ends, the firm starts over. When a good person leaves, part of the firm leaves with them.
Filed is built to keep that judgment. Every correction and decision your team makes adds to your firm's expertise, so it grows instead of resetting each year. The whole firm can draw on it, on every return, value, review, and strategy; your firm gets smarter each year, not just busier.
Your people keep the judgment, the expertise, and the client trust. Filed carries the speed and the scrutiny. Alongside our partners, we're setting a new bar for tax work: firms whose knowledge grows year after year, where the people inside spend their days on what matters most, judgment, strategy, and building client trust.
Built for the firms that can't afford a breach.
Tax returns are among the most sensitive data a firm holds. Filed is SOC 2 Type Il certified, with controls covering security, availability, confidentiality, and processing integrity.
SSO integration, role-based access, MFA, audit logging, and encryption at rest and in transit. Your data is never used to train shared models.
SOC 2 Type II
IRS 7216 compliant workflows
SSO and access controls
U.S. data processing
Real firms. Real results.
