Best-in-class firms use Filed
paramount tax &accounting logo.smith group cpa logo.JCG logoTRACK logoSCHWARCZ CPA logoSTRATAX logolagow cpa logo.KBS logo with a blue and gray geometric design positioned on the left side.
paramount tax &accounting logo.smith group cpa logo.JCG logoTRACK logoSCHWARCZ CPA logoSTRATAX logolagow cpa logo.KBS logo with a blue and gray geometric design positioned on the left side.

Drake is one of the tax applications Filed prepares returns into. Filed organizes the source documents, builds the workpaper, and loads reviewer-ready data into Drake using automation that follows the same steps a preparer would.

Your team keeps reviewing and filing inside Drake. Filed removes the manual data entry in front of the return, so prep starts from clean, organized data instead of a blank form.

Filed is an independent product that can be used alongside Drake to automate tax preparation workflows. Filed is not affiliated with, endorsed by, or partnered with Drake.

How it works
  • Load reviewer-ready data into Drake
  • Built for individual and business returns
  • Keep your existing review and filing process in Drake
  • Cut the manual data entry in front of the return
Questions

The questions firms ask us

Filed prepares the return data from the source documents and loads it into Drake using automation that follows the same steps a preparer would, so entries land in the right fields.

Yes. Filed prepares and organizes the data, and your team reviews and files inside Drake exactly as you do today.

Filed prepares both individual and business returns, from individual filings to more complex entity work.