Free training for tax firms

Turn Tax Season Into Your Most Profitable Yet—Even With Fewer Staff

In this free demo, you’ll discover how to:

What to expect in this training:

Filed has processed 10,000+ returns for leading firms—proving higher profits don’t require more people, just smarter systems.
Software used in this training
What Filed can (and can’t) do today
Learn how easy it is to use AI within your existing workflow to save time, reduce costs, and eliminate burnout.
Step-by-step demo in real time
Watch how Filed automates tedious tasks, standardizes workflows, and delivers review-ready returns.
Live Q&A
Discover how firms like yours are using Filed to scale tax prep efficiently boost profitability, —without adding seasonal staff.

Hosted by

Ralph Carnicer
Sales Leader
Alex Miles
Community & Partnerships at Filed