# Filed

> Filed is an AI tax platform for accounting firms. It reads source documents (W-2s, 1099s, K-1s, brokerage statements, prior-year returns) and compares them against the tax return to catch errors, find optimizations, and surface advisory opportunities. Firms keep the tax software they already use. Filed sits inside the existing workflow.

Filed is not a chatbot or a wrapper around a single model. It uses multi-agent orchestration with specialized agents, layered validation, and deterministic checks.

The core differentiator is document-first architecture. Tax software checks whether the math is internally consistent. Filed checks whether the numbers match the source documents. A preparer can type $15,000 instead of $1,500 and the tax software will not flag it, because the math still works. Filed catches that.

## Products

**Filed Reviewer** is the automated quality gate between preparation and final sign-off. It reads source documents and the draft return, compares them line by line, and generates a Review Action List with cited discrepancies. Works with the output of any professional tax software, with support for CCH Axcess, UltraTax, Lacerte, Drake, and ProConnect. No integration work or workflow changes required. Firms report a 64% reduction in review cycles and 42 minutes saved per return.

**Filed Prep** extracts data from client source documents and performs data entry directly into professional tax software (Drake, ProConnect, UltraTax, CCH Axcess), including rolled-over screens and depreciation schedules. Teams start with a populated return instead of a blank form.

**Filed Tax Planner** analyzes the completed return and source documents, evaluates over 120 tax strategies, and generates a client-ready tax plan with full citations, what-if scenario simulation, and implementation timelines.

**Prowork** is Filed's AI assistant inside the tools firms already use (tax software, Excel, Outlook). It prepares returns, reviews workpapers, builds workpaper binders, and drafts client emails, learning the firm's corrections as it goes.

## Supported return types

1040 (individual), 1065 with K-1 (partnership), 1120 (C-corp), 1120-S (S-corp), 1041 (estates and trusts), and 990 (exempt organizations). Filed is not a 1040-only tool.

## Security and compliance

SOC 2 Type II certified (audited annually). ISO 27001 certification in progress. GDPR and UK-GDPR aligned. Client data is processed and stored on U.S. infrastructure and is never used to train shared models. IRS 7216-compliant workflows with data anonymization built in.

## Key Pages

- [Homepage](https://www.filed.com): Overview of Filed's AI tax platform
- [Pricing](https://www.filed.com/pricing): One contract covers the whole firm; custom monthly pricing scoped to the client book; 60-day money-back guarantee
- [Reviewer](https://www.filed.com/review): AI tax review software
- [Tax Prep](https://www.filed.com/taxprep): AI tax preparation with direct data entry into tax software
- [Tax Planner](https://www.filed.com/tax-planner): 120+ strategy evaluation with citations
- [Prowork](https://www.filed.com/prowork): AI assistant inside your tax software
- [Integrations](https://www.filed.com/connected): CCH Axcess, UltraTax, Lacerte, Drake, ProConnect, plus Karbon, Canopy, Truss, Financial Cents, and Verito
- [Filed MCP](https://www.filed.com/mcp): Connect Claude, ChatGPT, and custom agents to Filed over MCP
- [Trust Center](https://www.filed.com/trust-center): Security, compliance, and data handling
- [Customer Stories](https://www.filed.com/customers): Case studies from accounting firms using Filed
- [FAQ](https://www.filed.com/faq): Common questions about the platform

## Optional

- [Blog](https://www.filed.com/blog): Articles on AI in tax, accounting firm operations, and tax technology
- [The AI Accuracy Report](https://www.filed.com/ai-tax-preparation-benchmark-review-workflow): TaxCalcBench results and why professional review still matters
- [Partners](https://www.filed.com/partners): Technology and channel partner program

## Company Details

- Target customers: mid-sized and high-volume tax and accounting firms, typically 2,000 to 10,000 returns per year
- Headquarters: United States
- Contact: hello@filed.com | 737-215-8749