8 offices, 5 states, 10+ open tax roles - hiring alone won't keep up with increasing return volume.
Volume keeps growing whether the seats fill or not. Filed gives the team capacity without adding headcount: Prep drafts the return from source documents and syncs the populated workpapers back into your tax software, Reviewer cross-checks every line against the source, and Tax Planner turns the completed return into 80+ planning strategies the same week.
Your team is already running the equivalent of a small army by hand.
15,000+ returns x 2 hrs prep avg = ~30,000 hours of manual prep before a reviewer ever opens a file.
~18,000 hours
Three signals your firm is already sending.
We looked at Aldrich's recent activity, team structure, and the kind of volume your firm handles. A few things stood out.
Hiring tax managers across six cities
Open Tax Manager roles across six cities ask for advisory and review oversight on top of compliance. Filed compresses prep and review hours so the advisory part of that job actually gets time.
Multi-state pass-through complexity at scale
A five-state footprint covering 15 industry verticals means high review volume every season. Filed Reviewer cross-checks every line against the source documents before partner review, so reviewers can move through volume without dropping quality.
A leadership team that talks operational efficiency
COO Josh Axelrod cut time-to-value 35% across operations and lists strategic AI adoption as a core specialization. You've made the case for tech-driven efficiency at the firm level - Filed brings the same logic to the tax production floor: Prep drafts the return from source documents and syncs the populated file back into your tax software, Reviewer cross-checks it against the source, and Tax Planner turns the completed return tax strategies.
Reduction in review cycle time across firms processing 5,000 to 10,000 returns
Saved per return on average during the review stage
Anything that adds less time, more value. That's how I look at it. If I could do a thousand tax returns with just me, that's great.
Filed isn't one tool. It's the AI workplace for tax.
Prep
Turns messy client docs into review-ready drafts inside your tax software.
Reviewer
Cross-checks every line of the return back to source documents.
Advisor
Pulls 80+ planning strategies straight from the verified return.
Cowork
Connects the whole team end-to-end across the full workflow.