FAQ
Live integrations include Canopy, Karbon, TaxDome, Google Drive, and SharePoint, with manual upload as a fallback.
Filed creates a secure, two-way connection to selected folders in your DMS/PMS so new or updated files sync automatically. Setup typically takes <30 minutes during onboarding. If your system isn’t listed, use the simple upload path and keep your existing client-collection process unchanged.
Filed drafts returns inside most instances of Drake, UltraTax, ProConnect and CCH Axcess. Lacerte support is on the roadmap.
Filed uses automation to populate the return in your existing software environment, so your team doesn’t have to learn a new tax engine. If your tax software is hosted in environments like Verito or Rightworks, you can still use Filed via a simple upload/download workflow.
Filed automates the prep, review, and delivery of 1040s inside your existing tax software by extracting docs, organizing workpapers, and drafting reviewer-ready returns you can edit and export.
Filed connects to your DMS/PMS (e.g., Canopy, Karbon, TaxDome, Google Drive, SharePoint) to ingest client files. Filed's AI extracts data and builds a human-readable workpaper with an audit trail. Filed then drafts your return directly in Drake, UltraTax, ProConnect, or CCH Axcess. You review, adjust if needed, and export directly into your software. The goal: less manual entry, more capacity, and full traceability.
No. Filed’s architecture is designed to avoid triggering 7216 consent requirements for client data processing.
Filed’s pipeline processes documents in a way that maintains privacy and compliance, so special client 7216 consents aren’t required. This simplifies onboarding and avoids extra paperwork for your clients while preserving auditability and control for your firm.
A Credit is the unit used to turn client source documents into a reviewer-ready return.
Most standard individual returns use 1 Credit (Essential). More involved returns, for example multiple schedules, rentals, K-1s, and complex investments, use 2 Credits (Advanced). Rare, ultra-complex cases are available via invite-only. Upfront estimates show expected Credits before you submit.
Yes, with plan-specific limits (e.g., annual pools with rollover caps).
Filed prevents waste while avoiding stockpiles. Depending on plan, unused Credits can roll forward within stated caps and expire at renewal. In-product usage ledgers and alerts keep teams informed well ahead of renewal dates.
Yes. Filed has U.S. data residency, bank-grade encryption, SOC 2 compliance, and strict access controls.
All data is processed on U.S. servers with end-to-end encryption. Filed follows rigorous security practices and is SOC 2 compliant. Sensitive details are anonymized before model processing, so PII isn’t visible to AI or internal teams. An audit trail makes every action traceable for reviewers.
Use capped overage at your plan rate, buy a Top-Up (20/50/100), or upgrade in one click.
Overage provides a small safety valve, billed at the plan rate up to a defined cap. Top-Ups add granular capacity without bill shock. Filed nudges teams proactively when they approach limits and recommends the most cost-effective next step.
Filed focuses on current-year, individual 1040s. single-state is the sweet spot. with a growing forms list.
Filed is optimized for individual returns and supports a wide range of common forms and schedules (W-2s, 1099-INT/DIV/B, Schedule A/B/D/E, etc.). Learn more about our support forms at filed.com/forms/
Filed runs a complexity check at upload and shows you the estimated Credits before submission.
The estimator looks at forms/schedules (e.g., 1099-B volume, K-1s, Schedule E/C, multi-state, carryovers) and maps them to typical CPA effort. If complexity changes during processing, Filed pauses before completion, explains why, and asks you to confirm the updated Credit count.
Filed provides a human-readable workpaper, links entries to sources, and highlights low-confidence items for human review. You can make edits inside Filed or finish them in your tax software.
Filed is designed for explainability. It shows its work and routes edge cases for human review.
Visual AI extracts data; NLP/ML applies tax logic; and an internal CPA validation layer informs continuous improvement. Reviewers can click through to see provenance for entries. Uncertain items are flagged for escalation.
No. Filed fits your existing stack and doesn’t disrupt client relationships.
Filed integrates with your current DMS/PMS and uses your established client intake methods. If a document is missing, your team can be alerted to request it via your normal channel. No need to migrate portals or retrain clients.
Filed scales to peak-season volumes and lets teams submit returns concurrently.
Filed is built for batch intake and concurrent submissions. Elastic capacity plus capped overage/top-ups help teams handle spikes without surprises. Ops can track progress in one place and reassign reviews as needed.
In the U.S., on secure infrastructure with strict access controls and encryption.
Filed keeps all data on U.S. servers and employs bank-grade encryption in transit and at rest. Access is role-based and audited. No offshore data transmission is required for processing.
Filed provides speed, accuracy, and consistency without coordination overhead.
Unlike offshoring, Filed keeps data onshore, creates a full audit trail, and learns your firm’s preferences over time. Compared to contractors, Filed scales instantly and avoids turnover risk while keeping reviewers in control.
Monthly or annual prepay. Renewals can be turned off with advance notice; unused Credits expire at term-end.
Annual prepay offers a discount. You can turn off renewal directly in your account or via written notice (e.g., 30 days before term end).
Yes, our estimator shows Credits before submission; alerts and ledgers keep you informed.
Filed surfaces estimated Credits before you submit, warns as you approach pool limits, and provides a monthly usage ledger with included, rollover, overage, and top-ups. You’re never surprised on billing.
Limited today; on the roadmap and available to some firms via Enterprise.
Filed prioritizes high-volume 1040 workflows. Multi-state, prior-year, business returns, and real estate tax are in active development. Contact us to discuss timing and early access via our enterprise program.
Firms typically see dramatic reductions in prep time and the ability to process more returns with the same staff.
By eliminating manual data entry and organizing workpapers automatically, reviewers focus on judgment and sign-off. The result is more throughput, less burnout, and improved margins. especially during peak season.
Firms position Filed as ‘modern tools for quality and speed’. Reviewers still sign every return.
Most clients appreciate faster turnaround and fewer requests. Firms can explain that senior CPAs remain in control and that Filed provides a full audit trail, improving quality and consistency over manual entry or offshoring.
Start with a small cohort, run a dozen varied 1040s, and document the before/after time savings.
Pick representative returns (W-2 only, itemized, K-1s, rentals, active traders). Measure baseline prep time, then run the same set through Filed. Train reviewers on the audit trail and pause/confirm steps. Expand volume once quality targets are hit.
Yes. Sensitive data is anonymized before model access, protecting clients and your firm.
Anonymization plus role-based access and audit trails ensures PII isn’t visible to models or internal teams. This design reduces compliance risk while preserving reviewability and traceability for your staff.