Verito

Filed partners with Verito to bring AI-powered tax preparation directly into the environments where firms already work.

Verito provides private cloud hosting and managed IT built specifically for tax and accounting firms. Their compliance-first infrastructure meets IRS Publication 4557 and FTC Safeguards Rule requirements. Serving 1,000+ firms with 100% uptime since 2016.

The partnership is designed to make Filed immediately accessible to Verito customers while keeping setup simple and familiar.
How it works
  • Filed is available directly within Verito's platform with no additional fee
  • Firms can launch Filed from their desktop environment
  • Users are guided to connect their workflow and tax tools inside Filed
Built for firms running tax work inside Verito

Filed was designed to meet firms where they already operate. For Verito customers, that means making AI tax preparation available directly inside their hosted desktop environment.

There is no new infrastructure to manage and no change to how teams access their tools. Filed simply becomes available alongside the software firms already rely on for tax preparation.

The result is faster access to AI-assisted preparation, with no disruption to existing systems.

What this means for your team

  • Filed runs inside a compliance-ready environment (IRS Pub 4557, FTC Safeguards)
  • No changes to hosting, security, or desktop workflows
  • A simple path to AI-assisted tax preparation
  • Faster adoption without operational complexity

FAQ

How does Filed work with Verito?
Chevron down icon

Filed is available to firms using Verito’s hosted environments. Verito customers can access Filed directly within their hosted setup, making it easy to adopt AI-powered tax preparation without changing infrastructure.

Is this an integration or a platform partnership?
Chevron down icon

This is a platform partnership. Filed runs within Verito-managed environments, ensuring compatibility, stability, and performance for firms relying on Verito for hosting, security, and IT support.

Who supports the setup and ongoing use?
Chevron down icon

Firms continue working with Verito for hosting and infrastructure support, while Filed supports tax preparation workflows inside the platform.

Best-in-class firms use Filed
paramount tax &accounting logo.smith group cpa logo.JCG logoTRACK logoSCHWARCZ CPA logoSTRATAX logolagow cpa logo.
paramount tax &accounting logo.smith group cpa logo.JCG logoTRACK logoSCHWARCZ CPA logoSTRATAX logolagow cpa logo.

Ready to see what AI-powered tax preparation can do?

Join tax professionals who are using Filed to handle document collection, data entry, and review so they can focus on what matters most.

Get started for free