We’re onboarding a limited number of U.S. tax firms. If your firm’s a fit, you’ll instantly unlock a 7-day trial to run real returns, and you can book a live demo with our team.
If we’re not a fit yet, we’ll keep you in the loop as access expands.
Meet your new AI tax preparer
Less manual work. More reviewer-ready returns. No credit card required.
What you can expect:
Proven results, not promises: Reviewer-ready drafts that cut first-pass prep time and reduce rework, even on complex returns.
Quality you can trust: Systematic validations, cross-form checks, and an audit trail keep accuracy high and surprises low.
Built by AI and tax pros: Filed is co-developed with in-house tax professionals, meaning practical features, clear notes, and decisions that reflect real firm practice, not a generic model.
Best-in-class firms use Filed
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 it. In 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
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 Track
“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