What’s the best way to pilot Filed at my firm?
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.
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