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We’re proud to announce that Filed is now officially SOC 2 compliant, certified by independent audit firm Schellman.
SOC 2 is a rigorous framework developed by the AICPA that assesses how companies manage customer data across key areas like security, availability, confidentiality, and privacy. This certification validates that Filed’s internal controls, systems, and processes meet the high standards required by today’s most security-conscious firms.
Why this matters:
- External validation: Our security practices have been independently audited and approved.
- Client confidence: This is a clear signal to current and prospective customers that their data is protected.
- Enterprise readiness: Filed is equipped to support the compliance needs of firms operating at scale.
“SOC 2 compliance reflects the kind of company we’re building — serious, secure, and ready for long-term trust. - Leroy Kerry, CEO of Filed.
It’s a credit to our team and our commitment to doing things the right way from day one.
The SOC 2 report is available upon request and under NDA. Please reach out to your Filed representative for access.
This is one more step in our mission to deliver the most secure, intelligent tax preparation platform in the industry.
Interested in early access?
Book a call to learn how Filed can help your firm scale tax prep with confidence.