Reshape your tax workflow with AI
Gain early access to the AI-Powered tax prep solution you've been waiting for.
Secure your spot
This isn’t just a waitlist; it’s an opportunity to collaborate.
Join a community of forward-thinking tax professionals dedicated to shaping the future of AI-driven tax preparation.
Early access to the product
Priority onboarding when we open doors
A direct line to our team
(not a support queue)
Exclusive invites to roundtables
The tax industry is under
pressure, and it’s not letting up.
If you’re operating on manual prep, disconnected systems, and seasonal panic, you’re not alone–but you are at risk.
1 in 3
firms are turning away clients because they can’t keep up
CPA Trendlines, 2024
40%
of firms report being understaffed for tax season
AICPA 2024 Survey
300,000
accountants have left the profession since 2020
CPA Trendlines, 2024
82%
of tax pros report burnout by March 31
Wolters Kluwer Survey
The future of tax prep is collaborative
Is this right for you?
You’re a tax pro or firm owner working with S corps, partnerships, or complex returns
You process high volumes and know your team is overworked
You’re skeptical of AI, but not naïve
You want to grow your firm without tripling headcount
You’re done with generic software built by outsiders
Active participation required
We’re not asking you to click a button and wait. Tell us what needs to change—before we ship itIn return, you’ll help define what AI-powered tax prep should actually look like. Not a dream. Not a demo. A real, firm-tested tool that works how you do.
We’re asking you to:
Share how you work today
Preview what we’re building
Be among the first to experience Filed
Once you join, we’ll follow up with a 5-minute product demo, a quick 2–3 question survey, and an optional feedback call. You decide how involved you want to be.
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.”
Braedon Porter
CPA & Co-founder at Jalada
“It did 90% of the heavy lifting. I got to the point where I wasn’t even reviewing W-2s.”
Greg Smith
Partner at Smith CPA
“It got so fast and efficient, my team started asking if we had enough returns coming in.”
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
Schwarcz CPA
“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 TrackCPA
“Filed is helping us process thousands of returns this year—10 to 15 at a time—with a small team.”
Josh Knapp
Managing Partner at KBS Financial