Meet your new AI tax preparer

More accuracy, less manual work, and the power to take on more clients–without adding to your team.

Tax software dashboard showcasing a big list of tax returns completed by AI
financial files.
Old-fashioned fax machine and landline phone.
Red stapler.
A stack of black and beige office binders.
Trusted by leading tax firms across the US

Upload tax documents, and let Filed do the heavy lifting

Filed isn’t just automation – it’s your tireless, AI-powered assistant built for tax pros. Designed for accuracy. Optimized for efficiency. Audited by CPAs.

Secure & compliant
AI accuracy you can trust
Less outsourcing

Securely sync client data

Drag and drop your client docs and let Filed take care of the rest. AI-driven processing ensures everything is where it needs to be.

Secure, organized client files
Automated data entry
Client documents categorized with a sync status.

AI-powered 
tax prep

Filed extracts data, pre-fills returns, and flags potential issues – across everything from crumpled receipts to scribbled invoices.

Full visibility of AI’s work
Instant input into your tax software
Tax prep with income, deductions, and refund status.

Review-ready returns right in your software

Peace of mind at every turn, for every return. Transfer client data into your tax software for review-ready accuracy. Tax prep that's secured, aligned, and integrated.

Compatible with top tax software tools
Hands-free integration, no manual effort
Completed tax return with a synced status.

Review & file with confidence

With CPA-audited accuracy checks and final reviews, you can file with complete confidence, every time.

AI trained by CPAs
Intelligent accuracy checks
Tax forms with an expert-reviewed label.
SOC2 ready
7216 compliance
2FA protection

Powerful AI,
practical benefits

Handle more clients without more staff

Expand your client base without increasing your team. Filed enables your firm to grow without adding to your workload.

Two tax professionals having a conversation over coffee.

Save hours on every return

AI is on your side and here to make your job easier. Filed enhances your expertise, so you can do more in less time.

Hand holding a stopwatch with tax documents in the background, representing time-saving in tax preparation.

Future-proof your firm, with Fort Knox security

AI is the future of tax prep. Get ahead of the curve and position your firm for long-term success.

Black and white image of a businessman looking through binoculars, symbolizing future readiness.
A stack of black and beige office binders and a red calculator
Your AI tax preparer

Ready to level up your tax practice with AI?

Join Filed’s Early access program and stay ahead of the curve.

Large stack of paperwork.
More than 2000 returns a year?

Stop scaling teams, start scaling work

The best tax firms are embracing AI to work smarter.

Hear from our tax pros

Greg Smith portrait.

“It did 90% of the heavy lifting. I got to the point where I wasn’t even reviewing W-2s.”

Greg Smith portrait.
Greg Smith
Partner at Smith CPA
Braedon Porter portrait.

“With just me, a part-time CPA, and a prep, we could easily do 1,000 returns and not struggle.”

Braedon Porter portrait.
Braedon Porter
CPA &  Co-founder at Jalada
Cory Gayman portrait.

“It got so fast and efficient, my team started asking if we had enough returns coming in.”

Cory Gayman portrait.
Cory Gayman
CPA & Founder at JCG