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Connect your whole stack
Filed plugs into the systems your firm already runs on. Client data and documents flow in from practice management and document storage, and finished, reviewed work flows back out into your tax software. No rip and replace.
Sync in
Two-way sync with the practice management and document tools your firm already runs.
Prep & review
Auto-built client binders, so prep starts from real data instead of a cold start.
Push out
Drafted and reviewed returns flow straight into your tax software.
Data ingestion
Extract from trial balance, P&L, balance sheet, and GL exports, plus TB mapping and coding.
Workpapers
Generate Excel workbooks, SALY workpapers, AJE reports, and PBC request lists.
Reconciliation
Book-to-tax (M-1 / M-3), roll-forward validation, and basis & equity for pass-throughs.
Entity logic
Schedule K for 1065 and 1120-S, plus Schedule L, M-1, and M-2.
Review & risk
PDF processing, checklists, and red-flag detection for nondeductibles, penalties, and Ask-My-Accountant items.
Optimization
Depreciation across 179, bonus, and MACRS. (Biz tax planning soon)
Everything Filed does, your agents can do
Filed ships an MCP server, so your workspace plugs straight into Claude, ChatGPT, Claude Code, or agents you build yourself. Everything you can do in Filed's UI, an agent can do for you, from a chat, a script, or an agent running on its own.
- Query your whole workspace, many lookups at once
- Make batches of changes in a single request
- Upload files and hand work to Filed without opening it
- Works with Claude, ChatGPT, and Claude Code as a custom connector
