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.

DWC CPAs and Advisors logoTax Time logoAlbert Tucker & Associates logoAgresta, Storms & O'Leary logoLong & Associates Public Accountants logoJMG CPAs logoKDA logoForesight Business Solutions logoDaniel W. Polachek, P.C. logoTax Sherpa logoJCG Tax logoHoff Financial Services logoTeel Accounting logoPoston Tax & Accounting logoAFS Financial Group logoPastor, Golbois, Ebert & Palladino logoSwamp Fox CPA logoCapstone CPA logoBrandywine Oak Private Wealth logoJ Allen & Associates logoEverest Financial Advisors logoAccounting & Advisory Services logoPapin CPA logoAffinity Tax Services logoJoseph Hawthorne CPA PC logoAvaii Wealth Management logoHansen Certified Public Accountants logoSwoop In Solutions logoDennis Duncan & Torchon logoXQ CPA logoButrica Ployd & Associates logoCore Capital Advisors logoKirschner Weeks CPAs and Advisors logoAlpine Mar CPAs & Advisors logoDentalCPA Services 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
DWC CPAs and Advisors logoTax Time logoAlbert Tucker & Associates logoAgresta, Storms & O'Leary logoLong & Associates Public Accountants logoJMG CPAs logoKDA logoForesight Business Solutions logoDaniel W. Polachek, P.C. logoTax Sherpa logoJCG Tax logoHoff Financial Services logoTeel Accounting logoPoston Tax & Accounting logoAFS Financial Group logoPastor, Golbois, Ebert & Palladino logoSwamp Fox CPA logoCapstone CPA logoBrandywine Oak Private Wealth logoJ Allen & Associates logoEverest Financial Advisors logoAccounting & Advisory Services logoPapin CPA logoAffinity Tax Services logoJoseph Hawthorne CPA PC logoAvaii Wealth Management logoHansen Certified Public Accountants logoSwoop In Solutions logoDennis Duncan & Torchon logoXQ CPA logoButrica Ployd & Associates logoCore Capital Advisors logoKirschner Weeks CPAs and Advisors logoAlpine Mar CPAs & Advisors logoDentalCPA Services 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
Founder at Track
"Without Filed, I would have not gotten probably two, three hundred tax returns out the door.
Brian Teel
CPA & Founder at Teel Accounting
“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
“We are pretty impressed and pleased with Filed and its capabilities with data entry. Its accuracy on something is shocking and, overall, I would say we are happy with our decision to invest with Filed.”
Rylee Patrick
Tax Preparer at It All Adds Up, LLC
“The one I went through the other day wasn’t even that simple. It had a rental property and handwritten notes, and it nailed it, both the data extraction and what it was thinking and doing.”
John Rivard
President at YRL Group