from trial to transformation

The engine is warm.
It’s time to accelerate 2026

You’ve taken the first step toward a transformative tax season. Now secure the on-demand AI capacity your team needs to thrive.
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SOC 2 compliant
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US data residency
Best-in-class firms use Filed
paramount tax &accounting logo.smith group cpa logo.JCG logoTRACK logoSCHWARCZ CPA logoSTRATAX logolagow cpa logo.
paramount tax &accounting logo.smith group cpa logo.JCG logoTRACK logoSCHWARCZ CPA logoSTRATAX logolagow cpa logo.

See what’s included in your demo versus what you’ll unlock when you upgrade.

The demo gives you a taste. Credits unlock the real thing.
Trial Access
Full Filed
Intake & Document Handling
AI-powered document understanding
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Bulk import for batch processing
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Detect missing documents
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Exclude irrelevant documents
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Preparation (AI Engine)
AI data extraction from structured & handwritten docs
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AI Preparation notes for reviewers
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AI generated workpaper
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Exclude irrelevant documents
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Review & Output
Year-over-year difference highlighting
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Reviewer-ready draft view
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Jump from line items to source docs
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Export final 1040 and workpapers
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Integrations
Native prep in Drake, ProConnect, CCH Axcess, UltraTax, Lacerte
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PMS sync: Karbon, Canopy, TaxDome, Qount, Atom, Truss
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DMS integration: Box, Google Drive, Sharepoint, Dropbox, SmartVault
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Hosted environment support
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Operations & Oversight
Tax Ops Dashboard
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Role-based access
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Activity logging
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Workspace management
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Security & Compliance
U.S. data residency
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PII anonymization
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SOC 2 compliance
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Encryption in transit and at rest
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Client & Support
Managed onboarding
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Transparent audit trail
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Live chat support
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Why upgrade

Why the best firms don’t wait

Because manual prep shouldn’t hold your team back.
Built for tax pros, not tech demos

See real returns flow from upload to review. Just like your firm’s workflow, only faster.

Handles real complexity,
not just W-2s
Filed learns from every document type and maintains accuracy across forms, schedules, and states.
Saves weeks,
not hours
Firms can cut prep time by 40% and triple capacity without adding staff.

Lock in pre-season pricing

Book early and keep our best per-return pricing through busy season. Annual and multi-year options available.

Lock my rate