Head of Marketing
Alex Griffin is co-founder and Head of Marketing at Filed, the AI tax review and prep platform for mid-sized accounting firms. He writes about how AI is changing review, prep, and capacity inside tax practices.
Tax workflow automation works when it applies your firm's own review rules. Map intake to delivery, automate review first, and build your rules into protocols.
Plan busy season accounting in four phases: fall prep, January intake, the March 15 pass-through deadline and April extensions. Review sets the pace.
AI for accountants works best on specific jobs: intake, extraction, prep, review, workpapers and planning, with purpose-built tools and a CPA signing off.
AI tax preparation reads client documents, extracts the data and drafts the return in your tax software. Your team still reviews, decides and signs.
No. AI is absorbing data entry, tie-out and first-pass review. Judgment, client advice and sign-off stay with accountants and grow in value.
Most AI tax tools are a landing page. A practitioner-sourced look at the tax workflow software firms actually use in 2027, and what AI can automate today.
Not on their own: no documents, no tax software, no workflow. Connected to Filed over MCP, they drive prep, review, and planning while your team signs off.
Per-return AI tax tools run $20 to $45. Platform pricing like Filed's is one flat monthly fee for the whole firm, with no per-return or seat charges.
Most review software checks the return against itself. Good review software checks it against what the client sent. How to tell the difference.
How AI that reads tax documents differs from OCR that scans them: extraction, citations, messy cases and the security questions to settle before a pilot.
Nine AI tools tax professionals actually use in 2026, from prep and review to research, planning, and hosting. What each does well and what to check first.
