Ready to amplify your platform?
Tell us what you’re building and how your customers work today. We’ll propose the best integration path and a simple joint plan to launch.
Now accepting new ecosystem partners
Build Smarter
Tax Workflows Together.
Filed partners with leading workflow, intake, and practice management platforms to help shared customers automate tax prep, reduce review time, and create real capacity inside their firms.
Why Partner With Filed
Partner Program Benefits
Reduce Friction for Firms
Help firms spend less time organizing documents and cleaning up workpapers. Filed removes manual prep work without forcing teams to change how they operate.
Complement Existing Workflows
Filed turns the data already living in your platform into clean, reviewer-ready workpapers. No duplicate systems. No disruption.
Build Stronger Together
Create meaningful co-selling and co-marketing opportunities while helping shared customers get more value from the tools they already use.
Built to work with the industry leaders.
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What you can embed
Deploy the intelligence layer—where your customers need it.
Filed integrates into existing tax workflows to add capacity, quality control, and tax intelligence — without changing the software firms already trust.
Binders
The Clarity Engine
Turn messy client data into standardized, audit-ready clarity instantly. Stop fighting with shoeboxes.
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Prep
The Velocity Engine
Infinite prep capacity during the crunch. Buy back hours of data entry for a fraction of the cost.
Reviewer
The Precision Engine
The automated safety net. Catch errors and logic gaps before they reach sign-off.
Advisor
The Growth Engine
Evidence-based advisory. Turn the tax return into a roadmap for future revenue.
Move fast with a clear integration and GTM plan.
We partner to ship the right capability, prove value with shared customers, and grow through repeatable co-selling and co-marketing.
Technology
API access and documentation
Developer support & sandboxes
Roadmap collaboration
Go-To-Market
Co-marketing & joint launches
Case studies & events
Revenue opportunities
Support
Partner success contact
Shared onboarding resources
Enablement and training
Is this a fit?
You serve accounting or tax professionals.
Your customers struggle with tax prep capacity or review bottlenecks.
You want to offer AI-powered automation without rebuilding tax logic.
You believe partnerships should drive real customer outcomes.