Customer stories

Firms that refuse to accept
the status quo

The best accounting firms don’t wait for busy season to break. They take action. See how forward-thinking practices are transforming their firms with Filed.

Teel Accounting logoSmith CPA Group logoJCG Tax logoStylized fox head customer logoCarson Valley Accounting logoDWC CPAs and Advisors logoTrack logoSchwarcz CPA PLLC logoStraTax Accounting, Tax & Payroll logoLagow, CPA logoKnapp Business Solutions logoKSP logo
customer stories

Real firms. Real results.

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“I went from working 7 a.m. to 9 p.m., pretty much seven days a week, to working from 7 to 5, going home, having dinner, putting my
Brian Teel, CPA
Founder, Teel Accounting LLC
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“It got so fast and efficient, my team started asking if we had enough returns coming in.”
Cory Gayman
CEO & Founder, JCG Tax
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“AI has allowed us to turn people from tax preparers into reviewers themselves”
Jeff Kessler
Owner of Paramount Tax
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“Filed got us out of data entry and into true review. We’re no longer spending time verifying every number... we're finally reviewing, not just typing.”
Conner Kelderman
Founder & Managing Partner, Track
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“You’re not just building software, you’re building it with us. That’s why we’re excited.”
Greg Smith
Founder & Managing Partner, Smith CPA
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“I'm used to final documents coming in and nobody touching the return for 10 days. This person uploaded a final K-1 this morning, and it's already through prep.”
Dino Efthimiou
Co-founder & CEO, Delta Wealth Advisors
Best-in-class firms use Filed
Teel Accounting logoSmith CPA Group logoJCG Tax logoStylized fox head customer logoCarson Valley Accounting logoDWC CPAs and Advisors logoTrack logoSchwarcz CPA PLLC logoStraTax Accounting, Tax & Payroll logoLagow, CPA logoKnapp Business Solutions logoKSP logo

Don't just take our word for it

“With just me, a part-time CPA, and a prep, we could easily do 1,000 returns and not struggle.”
Brandon Porter Avatar
Braedon Porter
CPA & Co-founder at Jalada
“Filed got us out of data entry and into true review. We’re no longer spending time verifying every number. We're finally reviewing, not just typing.”
Conner Kelderman Avatar
Conner Kelderman
Founder at Track
“It did 90% of the heavy lifting. I got to the point where I wasn’t even reviewing W-2s.”
Greg Smith Avatar
Greg Smith
Partner at Smith CPA
“It got so fast and efficient, my team started asking if we had enough returns coming in.”
Gory Gayman Avatar
Cory Gayman
CPA & Founder at JCG
“Filed let us focus on higher-value tasks. Once it’s fully implemented, I’d be very disappointed if we had to stop using it.”
Benjamin Schwarcz Avatar
Benjamin Schwarcz
Schwarcz CPA
“Filed is helping us process thousands of returns this year, 10 to 15 at a time, with a small team.”
Josh Knapp Avatar
Josh Knapp
Managing Partner at KBS Financial