How long does onboarding take?
Filed runs an 8-week structured cohort onboarding program. Live testing begins in Week 2.
Filed onboarding is an 8-week structured cohort program. All firm roles are enrolled from the start. Filed learns your firm's rules from Day 1 and is trained on your tone and workflow. Champions are identified and prepared. Live testing begins in Week 2 with real returns. By the end of the program, Filed is deployed across your entire tax base with baseline ROI tracking in place.