One contract.
Your whole firm.
Every Filed product.
Filed shows up inside the software your team already uses. One agreement covers every preparer, every reviewer, every taxpayer.
Pilot Filed with a 60-day money-back guarantee.
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
- 8-week Onboarding: Dedicated cohort training to get your whole firm live
- Quarterly Reviews: Ongoing ROI and capacity analysis
- Risk Free: 60-day money-back guarantee
Enterprise
For larger practices with custom security, deployment, and support needs.
Everything in pro, plus:
- Dedicated Support: Direct account manager + 6-hour SLA
- 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, UltraTax, 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. Teach Filed once, just by correcting it in passing, and it applies your firm's judgment to every return after. Your firm's knowledge, owned by your firm, and getting sharper every season.
Ask
Answers client-specific questions, drafts the emails, and makes prior-year history searchable, all from your firm's own data. The admin work handled, so your team stays on the return.
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
Foundation
- 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
- 60-day opt-out window active
Deployment
- Filed live across your entire tax base
- Agents trained on firm-wide rules
- Ready for season alongside your team
- Quarterly ROI and capacity reviews
- Continuous learning on every return
Common questions, answered honestly.
How does Filed pricing work?
Filed is priced as a flat monthly plan scoped to your firm's client book. Every preparer and reviewer at the firm gets access, and every Filed product is included. We don't charge per seat, per return, or per credit. The specific number is set on a 30-minute discovery call after we look at your client volume together.
What's the difference between Pro and Enterprise?
Both plans include the full Filed platform across your entire client book. Enterprise layers on a dedicated account manager, a 6-hour support SLA, 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 Firm. Enterprise is for larger practices and groups with specific security, support, or deployment requirements.
How is the 60-day money-back guarantee different from Year 1?
Year 1 is the first year of the partnership, when Filed is being embedded into your firm. The 60-day money-back guarantee is a separate promise sitting on top of that: if Filed isn't working for your firm in the first 60 days, you submit a written opt-out and we refund every dollar of Phase 1 payments. The year-based structure is how we shape the partnership over time. The guarantee is how we take the risk out of signing.
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, UltraTax, Lacerte, ProConnect, and GoSystem Tax RS. 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, or Prowork?
No. Every live Filed product at the time you sign is in your plan. Tax Prep, Reviewer, Planner, Leadsheets, Binders, and Prowork 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.