Pro
Full-lifecycle tax automation, from prep to planning, across your entire firm's book of business.
What's included:
Full Access: Filed platform + Prowork + Excel Add-in- Unlimited Seats: No extra fees for preparers and reviewers
- Firm-Wide Coverage: Every taxpayer in your firm included
- Guided Onboarding: Integration setup and team training with a dedicated Success Manager
- Support and Uptime: 24-hour response on every request and 99.5% monthly uptime
Enterprise
For larger practices with custom security and deployment needs.
Everything in pro, plus:
- Enterprise Deploy: On-premise deployment options
- Advanced Security: SSO, SCIM, and custom DPA
- Scale Ready: Multi-office and white-label setups
- Custom Integrations: Full API access to your tech stack
- Executive Sponsorship: Dedicated alignment with leadership
Filed works where you work.
One contract gets your team full access to every Filed product, embedded inside the software you already use. Drake, CCH, Lacerte, ProConnect — including Outlook and Excel and add-ins.
AI Reviewer
A second set of eyes on every return. Filed checks each figure against the source document behind it and flags missing forms, prior-year discrepancies, and the small things that become amendments.
AI Tax Prep
Documents in, a populated return out. Filed reads the source documents and enters the data into your tax software, in batches or line by line. Your team starts from a draft, not a blank screen.
AI Tax Planner
Multi-year scenario planning your firm can take into a client meeting. Built to turn compliance work into advisory revenue.
Leadsheets
Auto-built leadsheets, structured the way your reviewers read them. Tied back to source documents so verification is one click away.
Binders
Every return's documents organized into a clean digital binder. Searchable, audit-ready, and shareable across the team without rebuilding by hand.
Prowork
Filed lives inside the tools your team uses every day. A real-time sidebar inside your tax software, plus plugins for Excel, Google Sheets, and Outlook.
Plus your firm's intelligence inside every product.
Firm Memory
The intelligence layer underneath all of it. Filed builds protocols from your firm's preferences and rules and applies them to every return. Your firm's knowledge, owned by your firm, and getting sharper every season.
Analyst
Ask questions across every client, run cited tax research and turn any chat into a routine your whole firm can use.
Built for the long haul.
Filed isn't software you install and forget. We sign on as a multi-year partner. Our pricing reflects the year you're in, and the value compounds with every season your AI agents spend trained on your firm.
Embed Filed in your firm
We onboard alongside your team, capture your rules, and ship the first full tax season together.
The AI gets sharper
With a full season of your data, Filed sharpens. Capacity opens up across the firm and advisory work grows.
Filed is how the work gets done
Two-plus seasons in, Filed is fully trained on your practice. Simple annual renewals, your call each year.
Your first weeks with Filed
Evaluation
- Self-guided Reviewer trial
- Run real returns through Filed Reviewer
- Quiet evaluation, no sales pressure
- 60-minute technical deep-dive
- End-to-end walkthrough of your stack
- Security and fit confirmed
Configuration
- 4-phase structured cohort program
- All firm roles enrolled
- Filed learns your firm's protocols
- Trained on your preferences and workflow
- Champions identified and prepared
- Live testing begins Week 4
- Baseline ROI tracking in place
Deployment
- Filed live across your entire tax base
- Agents trained on firm-wide rules
- Ready for season alongside your team
- Ongoing usage reporting and ROI tracking
- Continuous learning on every return
Common questions, answered honestly.
How does Filed pricing work?
Filed is priced as one flat monthly plan for the whole firm, scoped to your client book (the total number of taxpayers you serve). Every preparer and reviewer at the firm gets access, and every Filed product is included: Prep, Reviewer, Tax Planner, Binder, Analyst and Prowork. There are no per-seat, per-return or per-credit charges, so the cost doesn't rise as more of your team uses Filed in busy season. Re-runs are included too: if a K-1 arrives late or a return needs amending, you run it through Filed again at no extra cost. The specific monthly price is set on a 30-minute discovery call after we look at your client volume together, and you see it before you sign. Filed works with CCH Axcess, Lacerte, Drake and ProConnect, and supports 1040, 1065, 1120, 1120-S, 1041 and 990 returns.
What's the difference between Pro and Enterprise?
Both plans include the full Filed platform across your entire client book. Enterprise layers on an on-premise deployment option, SSO and SCIM, custom DPAs, multi-office and white-label setups, custom integrations, and executive sponsorship. Most firms run on Pro. Enterprise is for larger practices and groups with specific security or deployment requirements. On both plans, support and uptime follow our Service Level Agreement.
What forms does Filed support?
1040, 1041, 1065, 1120, 1120-S, and 990, plus the full set of supporting schedules. Individual, business, fiduciary, and exempt organization returns are all in scope.
Which tax software does Filed work with?
Drake, CCH Axcess, Lacerte, and ProConnect. Prowork puts Filed directly inside your tax software as a sidebar, plus plugins for Outlook and Excel so the same context follows your team wherever they're working.
Do I pay extra for AI Reviewer, Tax Planner, Leadsheets, Binders, Prowork, or Analyst?
No. Every live Filed product at the time you sign is in your plan. Tax Prep, Reviewer, Planner, Leadsheets, Binders, Prowork, and Analyst are all live from Day 1. New surfaces that ship during your contract are included too.
Do I pay twice if I re-process a return?
No. If a K-1 arrives three weeks after the rest of a client's documents, you re-run the return at no additional cost. The same is true for amendments, late corrections, and any other reason a return needs to go through Filed more than once. Re-runs are part of the process and included in your plan.
Is on-premise deployment really an option?
Yes, for Enterprise plans. We support deployment options for firms with specific data residency or security requirements. Specifics are covered on the discovery call so we can scope to your environment.
What does a discovery call actually involve?
We ask about your firm's volume, tax software, and what you're trying to solve. We demo Filed inside your actual tax software so you see how it fits your workflow. We end with a specific plan recommendation and a number. No pressure, no follow-up cadence designed to wear you down. If it's not a fit, we tell you. Approximately 30 minutes.