Filed MCP

Connect your entire tax stack to Filed with MCP.

Filed's MCP connector gives Claude, ChatGPT, and agents you build direct, permissioned access to your firm's binders, prep, leadsheets, review, and planning. Not a slice of the workflow. All of it.

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Included with every Filed workspace · SOC 2 Type II
Claude
Filed
Model Context ProtocolMCP
Binders/Data entry/Leadsheets/Review/Workpapers/Tax planning/Prowork/Analyst/Chat/ Binders/Data entry/Leadsheets/Review/Workpapers/Tax planning/Prowork/Analyst/Chat/
Why it matters

The only MCP connector that lets you run an end-to-end tax workflow

Filed automates the full tax workflow: intake, binders, data entry, leadsheets, review, workpapers, and tax planning. Connect it over MCP and your agents inherit all of it, not a lookup tool bolted onto a chat window.

Plain English

What's actually doing the tax work

Three pieces. Your assistant holds the conversation, MCP carries it, and Filed does the tax work.

The interface

Your assistant

Claude, ChatGPT, or an agent you build. It reasons, drafts, and coordinates beautifully. What it doesn't have: your clients, your documents, your tax software, or a tax practice.

The connection

MCP

An open standard that gives your assistant one secure, permissioned line into Filed. No custom integrations, no copy-paste. Every workflow Filed runs sits on the other end of that line.

The intelligence

Filed

The prep engine that reads source documents, the review logic that checks every number, the planning engine, and the protocols your firm has taught it. Permissions, trace, and sign-offs live here too. When your assistant asks for a return, this is what answers.

Your LLM of choice is the interface, Filed holds the tax expertise and your firm's protocols.

Capabilities

What your agents can do, connected to Filed

Direct, permissioned access to the work itself. Every capability below is live in the connector today.

01

Check the binder

List files, search documents, and read the missing-items checklist for any client.

02

Run tax prep

Start a prep run, track it to completion, and read the review items it produces.

03

Trace every number

Read leadsheets where each field drills down to the source document behind it.

04

Support review

Annotate documents, flag items, thread replies, and log reviewer sign-offs.

05

Run planning

Start an advisor run, read the plan, and update strategy status.

06

Build workpapers

Generate bundled workpaper downloads and save edited workbooks.

In practice

Ask your assistant, verbatim

Your team already asks Claude questions. Connected to Filed, it can check the answer against the work.

Which clients still have missing documents? Draft the request emails.
Summarize the open review items on this return.
Where are we on the Chen return?
Checking the binder
Control

Judgment stays with your team

Your AI is the interface, not the tax engine. Filed's intelligence layer does the work, grounded in your firm's protocols, and your reviewers keep the pen.

Review items are the output

Every prep run produces them. Agents can't skip the review stage.

Field-level trace

Anything an agent reads or reports links back to a source document.

Named sign-offs

Approvals come from your reviewers, through the surface they already use.

Availability

Available with every Filed workspace

The Filed MCP is part of every Filed workspace, not an add-on or additional fee. It works for Filed customers only, because it needs your firm's workspace behind it.

Already a Filed customer

Connect in about two minutes

Add Filed as a custom connector in Claude, ChatGPT, or Claude Code, sign in to your workspace, and your assistant is in. The full walkthrough is in the docs.

Open the setup guide →
New to Filed

See the whole workflow first

Bring your stack to a personalized demo. We'll show you the workflow end to end, from binder to filed return, and what your agents can do with it.

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Works with your stack

Filed prepares and reviews returns across the software your firm already runs, and the MCP connector inherits all of it.

CCH AxcessUltraTaxLacerteDrakeProConnect1040106511201120-S1041990

See everything Filed connects to →

Questions

The things firms ask us first.

MCP is an open standard that lets AI assistants like Claude and ChatGPT connect to other software. Filed ships an MCP server, which means your assistant can work with your Filed workspace directly: binders, prep runs, leadsheets, review, and planning.

No. General AI models don't have your client documents, your tax software, or professional tax workflow expertise. Connected to Filed over MCP, they become an interface to Filed's intelligence layer, which does the actual tax work: prep, review, and planning, built on Filed's tax expertise and the protocols your firm has taught it. Access is permissioned through your Filed workspace, everything traces back to source documents, and it all runs in a SOC 2 Type II environment. The assistant asks. Filed does the work.

Add Filed as a custom connector in your assistant's settings and sign in to your Filed workspace. It takes about two minutes. The step-by-step walkthrough is in the docs at docs.apps.filed.com.

It comes with every Filed workspace at no extra cost, and it works for Filed customers only, because it needs your firm's workspace behind it. If you're not a customer yet, request a demo and we'll show you the whole workflow.

Access is permissioned through your Filed workspace, and anything an agent reads or reports links back to a source document. Filed is SOC 2 Type II, with ISO 27001 certification in progress. Your data is never used to train shared models.

No. Every prep run produces review items, and approvals come from named reviewers on your team. Agents do the legwork. Judgment stays with your firm.
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Ready to transform your
tax firm?

Request a demo and we'll show you the whole connected workflow, from binder to filed return, and what your agents can do with it.

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