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.
Every step of the workflow, behind one connector
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.
One call from your agent,answered across your whole stack.
Filed publishes each integration as an MCP tool. Your agent asks for a document or a balance and gets it back from the system of record.
Every tool respects the permissions the firm already set. Nothing new to provision. Prep and review still run inside CCH Axcess, UltraTax, Lacerte, Drake and ProConnect.
What's actually doing the tax work
Three pieces. Your assistant holds the conversation, MCP carries it, and Filed does the tax work.
Your assistant
Claude, ChatGPT, or an agent you build. It reasons and drafts well. What it doesn't have: your clients, your documents, your tax software, or a tax practice.
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.
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.
What your agents can do, connected to Filed
Direct, permissioned access to the work itself. Every capability below is live in the connector today.
Check the binder
List files, search documents, and read the missing-items checklist for any client.
Run tax prep
Start a prep run, track it to completion, and read the review items it produces.
Trace every number
Read leadsheets where each field drills down to the source document behind it.
Support review
Annotate documents, flag items, thread replies, and log reviewer sign-offs.
Run planning
Start an advisor run, read the plan, and update strategy status.
Build workpapers
Generate bundled workpaper downloads and save edited workbooks.
Ask your assistant, verbatim
Your team already asks their assistant questions. Connected to Filed, it can check the answer against the work.
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.
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.
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 →