FAQ
Live integrations include Canopy, Karbon, TaxDome, Financial Cents, Google Drive, SharePoint, Box, Dropbox, and SmartVault — with manual upload as a fallback.
Filed creates a secure, two-way connection to selected folders in your document management or practice management system so new and updated files sync automatically. Live integrations include Canopy, Karbon, TaxDome, and Financial Cents on the practice- and document-management side, plus Google Drive, SharePoint, Box, Dropbox, and SmartVault for file storage. If your team works in a hosted environment like Rightworks or Verito, Filed fits in through a simple upload/download workflow. Setup typically takes under 30 minutes during onboarding, and if your system isn't listed you can use the upload path and keep your existing client-collection process unchanged.
Filed works with Drake, CCH Axcess, Lacerte, and ProConnect.
Filed works with Drake, CCH Axcess, Lacerte, and ProConnect. Prowork puts Filed directly inside your tax software as a real-time sidebar, plus plugins for Outlook and Excel. If your tax software is hosted in an environment like Verito or Rightworks, you can use Filed via a simple upload/download workflow.
Filed reads source documents and compares them against the prepared return to catch errors, find optimizations, and surface advisory opportunities inside your existing tax software.
Filed connects to your document management system (Canopy, Karbon, TaxDome, Google Drive, SharePoint) to ingest client files. Filed reads source documents, extracts data, and builds a human-readable workpaper with an audit trail. Filed then drafts the return directly inside Drake, ProConnect, CCH Axcess, or Lacerte. Your team reviews, adjusts if needed, and signs off. Filed also includes AI Tax Planner (120+ strategy evaluation), Leadsheets, Binders, Prowork (real-time sidebar in your tax software), and Analyst (questions across every client, plus cited tax research).
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.
Filed is priced as a flat monthly plan scoped to your firm's client book. Every preparer and reviewer gets access, and every Filed product is included.
Filed is priced as a flat monthly plan scoped to your firm's client book. Every preparer and reviewer at the firm gets access, and every Filed product is included: AI Tax Prep, Reviewer, Tax Planner, Leadsheets, Binders, Prowork, and Analyst. We don't charge per seat, per return, or per credit. The specific number is set on a 30-minute discovery call after we look at your client volume together.
Yes. Filed has U.S. data residency, bank-grade encryption, SOC 2 compliance, ISO 27001 certification, and strict access controls.
All data is processed on U.S. servers and encrypted at rest and in transit. Filed is SOC 2 Type II compliant and ISO 27001 certified. Its AI providers process data under no-training and zero data retention terms, and Filed never trains models on your data. An audit trail makes every action traceable for reviewers.
Filed supports 1040, 1041, 1065, 1120, 1120-S, and 990, plus the full set of supporting schedules.
Filed supports 1040, 1041, 1065, 1120, 1120-S, and 990, plus the full set of supporting schedules. Individual, business, fiduciary, and exempt organization returns are all in scope. Supporting schedules include W-2s, 1099-INT/DIV/B, Schedule A/B/C/D/E, K-1s, and more.
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. Your plan covers your entire client book, so there are no per-return limits. Teams can submit returns in batches or individually, track progress in one place, and reassign reviews as needed. Filed scales with your firm during peak season without additional charges.
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, scoped to your firm's client book. One plan covers every team member and every product.
Filed is billed monthly at a flat rate scoped to your firm's client book. One plan covers every preparer, every reviewer, and every Filed product. Re-runs, amendments, and late corrections are included at no extra cost.
Yes. Filed pricing is transparent and scoped to your firm before you sign.
Filed pricing is set on a discovery call and scoped to your firm's client book. You know your monthly cost before you sign. There are no per-return charges, no usage surprises, and no overage fees. If a late K-1 means re-running a return, that's included in your plan.
Filed supports individual, business, fiduciary and exempt organization returns, and reviews state returns with dedicated checks for every state with a broad-based income tax.
Filed supports 1040, 1041, 1065, 1120, 1120-S and 990 returns, so individual, business, fiduciary and exempt organization returns are all in scope.
Multi-state returns are supported. Filed's review has dedicated state checks for every state with a broad-based personal income tax, plus DC, Florida, Texas and Washington. On individual returns that covers residency and the right form, income allocation, credits for taxes paid to other states, conformity adjustments, PTET, local taxes such as NYC and school district taxes, withholding and SALT on Schedule A. On partnership, S corp, C corp and trust returns it covers nexus, apportionment, conformity, composite returns, nonresident withholding and PTET elections.
Prior-year returns are in active development. Contact us to discuss timing and availability.
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 dozen varied returns, measure prep time against your baseline, and expand once quality targets are hit.
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.
Filed's AI providers process client data in identifiable form under no-training and zero data retention terms, with data encrypted at rest and in transit.
Client data is processed in identifiable form by Filed's AI providers, OpenAI, Anthropic and Google, under no-training and zero data retention terms, so they don't train on it or keep it after a request. Data is encrypted at rest and in transit, Filed runs no model training on customer data, and role-based access and audit logs control who at Filed can see it.
Filed is an AI tax platform for accounting firms. Filed reads source documents and compares them against the prepared return to catch errors, find optimizations, and surface advisory opportunities.
Filed is an AI tax platform for accounting firms. Filed reads source documents — W-2s, 1099s, K-1s, brokerage statements, and prior-year returns — and compares them against the prepared tax return line by line. Filed catches errors that native tax software diagnostics miss, surfaces optimization opportunities, and generates advisory-ready tax plans.
Filed uses document-first architecture. Tax software validates whether the math is internally consistent. Filed validates whether the numbers match the source documents. Filed includes seven products: AI Tax Prep, AI Reviewer, AI Tax Planner, Leadsheets, Binders, Prowork, and Analyst.
Filed scored 94% line-by-line accuracy on TaxCalcBench, compared to 23-42% for ChatGPT, Claude, and Gemini.
Filed scored 94% line-by-line accuracy on TaxCalcBench, an independent benchmark for AI tax preparation. ChatGPT scored 42%, Claude scored 35%, and Gemini scored 23% on the same benchmark. The difference is architecture: general-purpose chatbots answer tax questions using training data. Filed reads the actual source documents and cross-references them against the prepared return. Filed is purpose-built for tax, not a chatbot wrapper.
Filed Tax Planner evaluates over 120 tax strategies from the completed return and generates a client-ready plan with full citations.
Filed Tax Planner analyzes the completed return and source documents, evaluates over 120 tax strategies, and generates a client-ready tax plan with full citations. Filed Tax Planner includes what-if scenario simulation with 1 to 10-year projections, risk interaction guardrails for AMT, NIIT, and IRMAA, and implementation timelines. Every recommendation is backed by the actual return data, not generic advice. Firms use Filed Tax Planner to turn compliance work into advisory revenue.
Filed uses document-first AI that validates whether numbers match source documents. Traditional automation validates whether the math is internally consistent.
Traditional tax automation tools like SurePrep focus on OCR extraction and form population. Filed uses document-first architecture that goes further: Filed reads the source documents and compares them against the prepared return to validate that the numbers match. A preparer can type $15,000 instead of $1,500 and traditional tools won't flag it because the math still works. Filed catches that.
Filed also includes AI Tax Planner (120+ strategies with citations), auto-built Leadsheets and Binders, Prowork (a real-time sidebar inside your tax software), and Analyst (questions across every client, plus cited tax research). One contract covers your entire firm.
Prowork embeds Filed directly inside the tax software your team already uses as a real-time sidebar, plus plugins for Outlook and Excel.
Prowork is Filed's embed layer. Prowork puts Filed directly inside your tax software — Drake, CCH Axcess, Lacerte, ProConnect — as a real-time sidebar. Prowork also includes plugins for Outlook and Excel so Filed's context follows your team wherever they work. No tab-switching, no copy-paste between systems. Prowork is included in every Filed plan at no additional cost.
Firm Memory is Filed's intelligence layer. It builds protocols from your firm's preferences and rules and applies them to every return.
Firm Memory is the intelligence layer underneath every Filed product. Filed builds protocols from your firm's preferences and rules, such as how you classify items, which suggestions you override and the firm-specific rules you apply, and uses them on every return. Your firm's knowledge stays owned by your firm and gets sharper every season. Firm Memory is what makes Filed a long-term partner, not just a tool.
Two calls: one to connect your tax software and workspace, one to train your team. Your account owner stays with you after that.
Onboarding starts with two calls. The first is an integration call with Filed's tax support team to connect your workspace, tax software and Prowork. The second is a training session for your preparers and reviewers, run by your account owner. That account owner stays your point of contact from then on, and Filed sets up protocols from your firm's preferences and rules as you go.
AI tax preparation software reads a client's source documents — W-2s, 1099s, K-1s — and drafts or reviews the return automatically, flagging errors a human might miss. Filed is purpose-built for accounting firms and works inside your existing tax software.
AI tax preparation software uses artificial intelligence to read a client's source documents — W-2s, 1099s, K-1s, brokerage statements, prior-year returns — and either draft the return or review a prepared one, catching errors and surfacing optimizations. The best systems are document-first: they validate that the numbers on the return match the underlying documents, not just that the math is internally consistent.
Filed is purpose-built for accounting firms. It prepares and reviews 1040, 1041, 1065, 1120, 1120-S, and 990 returns inside the tax software your team already uses, with a full audit trail on every entry. Read our complete guide to AI tax preparation.
Accuracy depends on architecture. General chatbots score 23–42% on independent tax benchmarks; purpose-built systems that read source documents score far higher — Filed scored 94% line-by-line on TaxCalcBench.
It depends entirely on how the AI is built. General-purpose chatbots like ChatGPT, Claude, and Gemini answer from training data and score just 23–42% on TaxCalcBench, an independent tax-accuracy benchmark. Purpose-built systems that read the actual source documents and cross-reference them against the return score far higher — Filed scored 94% line-by-line on the same benchmark.
The takeaway for firms: 'AI accuracy' means little without knowing the architecture. Ask whether the tool reads source documents or just predicts answers. See the full accuracy benchmarks.
Pricing models vary — per return, per seat, or per firm. Filed charges one flat plan scoped to your client book, with every product and user included and no per-return fees.
AI tax software is usually priced one of three ways: per return, per user or seat, or as a flat per-firm plan. Per-return pricing can look cheap until volume spikes in busy season; per-firm pricing is more predictable for high-volume work.
Filed uses a single flat plan scoped to your firm's client book: every preparer, every reviewer, and every product (AI Tax Prep, Reviewer, Tax Planner, Leadsheets, Binders, Prowork, Analyst) included, with no per-return or per-seat fees. Your monthly cost is set on a discovery call after reviewing your volume. See our breakdown of AI tax prep costs.
Reputable AI tax platforms keep data onshore, encrypt it, and maintain audit trails. Filed has U.S. data residency, encryption at rest and in transit, SOC 2 Type II compliance and ISO 27001 certification, and its AI providers never train on or keep your data.
Security varies widely, so firms should look for U.S. data residency, encryption in transit and at rest, role-based access, a full audit trail, and recognized compliance attestations. IRS Section 7216 governs how client tax information can be used and disclosed, so it's worth confirming how any tool handles consent.
Filed keeps all data on U.S. servers, encrypts it at rest and in transit, and is SOC 2 Type II compliant and ISO 27001 certified. Its AI providers process data under no-training and zero data retention terms, and Filed never trains models on your data. Read our AI tax compliance checklist covering SOC 2 and IRS 7216.
No. AI handles the mechanical data entry and first-pass review so preparers and reviewers focus on judgment, advisory, and client relationships.
No. AI is good at the mechanical, repetitive parts of tax work — reading documents, data entry, first-pass review — but tax still requires professional judgment, client context, and a licensed preparer's sign-off. What AI changes is where staff spend their time: less typing, more reviewing and advising.
Firms using Filed reallocate senior time from data entry to judgment and advisory work, which is where the margin and client value sit. More on how AI is reshaping tax careers.
Analyst answers questions across every client, plus cited tax research, and is included in every Filed plan.
Analyst is Filed's AI assistant for the whole firm. Other Filed tools work on one client at a time. Analyst works across all of them, so partners, managers and preparers can ask questions like which clients are missing documents, who will owe this year or who should go on extension, and get the answer as a table.
Analyst also does tax research. It searches live sources for current-year rules, cites the code section, regulation or IRS guidance it relies on, and can check that rule against your clients. Any chat can become a routine your whole firm can run on a schedule. Analyst is included in every Filed plan at no additional cost. See how Analyst works.
Yes. Ask one tax question across several states and Analyst returns a table with each state's answer and its source.
Yes. Ask Analyst one tax question, name the states, and it researches each one and returns a table with the answer for every state, linked to the source it relies on. It looks up current rules from official sources when you ask instead of answering from what a model learned in training.
For planning, Tax Planner covers multi-state work too, including PTET elections, residency and domicile, apportionment and the SALT cap. Each strategy cites official sources (IRS, Treasury, state revenue departments) and the client's own documents down to the page.
Yes. Filed checks the notice against the return line by line and drafts the response letter for your team to review.
Yes. Filed reconciles the notice against the return line by line, recomputes penalties and interest, screens for penalty relief such as first-time abatement and reasonable cause, flags the statutory deadline and drafts the response letter.
Your team reviews the draft before it goes out, and it can follow your firm's letterhead or templates. Filed also drafts research memos.