9+ open tax roles, talent named the #1 challenge - hiring alone won't close the capacity gap.
Managing Partner David Levine has publicly named talent acquisition and retention as the firm's biggest obstacle, while open Tax Manager roles span SALT, G/E/T, and general tax. Filed plugs AI into the prep step inside CCH Axcess so existing specialists handle more returns without spending those hours on data entry.
Your team is already running the equivalent of a small army by hand.
9,000+ returns x 3 hrs prep avg = ~27,000 hours of manual prep before a reviewer ever opens a file.
~10,800 hours
Three signals your firm is already sending.
We looked at Topel Forman's recent activity, team structure, and the kind of volume your firm handles. A few things stood out.
Multiple tax manager openings, multiple specialties
Open Tax Manager roles across SALT, Gifts/Estates/Trusts, and general tax point to a sustained hiring challenge. Filed delivers capacity relief that doesn't depend on the recruiting timeline: Prep drafts returns from source documents and syncs the populated file back into CCH Axcess, Reviewer cross-checks every line against the source, and Tax Planner turns completed returns into 80+ planning strategies the same week.
Family office complexity, return after return
The family office practice serves wealthy individuals and families whose tax work often involves a cluster of interconnected returns - individual, trust, partnership, private foundation. These are returns where errors are expensive and accuracy matters more than speed. Filed Reviewer cross-checks every line of the draft against the source documents it came from, so the work that reaches your partners is already validated.
A stated mandate to leverage technology
Managing Partner David Levine has named technology-driven efficiency a top priority. Filed is a direct fit: AI-assisted prep that measurably reduces hours on the complex returns - HNW, trust, estate, family office - that make up your core business.
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.