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Connect your whole stack
Filed plugs into the systems your firm already runs on. Client data and documents flow in from practice management and document storage, and finished, reviewed work flows back out into your tax software. No rip and replace.
Sync in
Two-way sync with the practice management and document tools your firm already runs.
Prep & review
Auto-built client binders, so prep starts from real data instead of a cold start.
Push out
Drafted and reviewed returns flow straight into your tax software.
Data ingestion
Extract from trial balance, P&L, balance sheet, and GL exports, plus TB mapping and coding.
Workpapers
Generate Excel workbooks, SALY workpapers, AJE reports, and PBC request lists.
Reconciliation
Book-to-tax (M-1 / M-3), roll-forward validation, and basis & equity for pass-throughs.
Entity logic
Schedule K for 1065 and 1120-S, plus Schedule L, M-1, and M-2.
Review & risk
PDF processing, checklists, and red-flag detection for nondeductibles, penalties, and Ask-My-Accountant items.
Optimization
Depreciation across 179, bonus, and MACRS. (Biz tax planning soon)
Keep work moving from your phone
Review a return, clear a note, or scan a client document from anywhere. The Filed mobile experience keeps prep and review moving between desk sessions, and pings you the moment work is ready for you.
- Review and approve returns on the go
- Scan and send client documents straight into Filed
- Get notified the moment a binder is ready
