How does Filed work?
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.
how filed works, ai tax prep workflow
Pre-Season Pricing
1040s starting from $45 per return
Limited-time early pricing for the 2026 tax season




