What is Analyst?
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.