AI that handles the repetitive work. Pay only for what you use.
Mix and match based on your workflow.
Review + Tax Planner
Billed monthly · 2 credit min ($118/mo)
Unused credits roll over 60 days
Custom volume pricing
Starting at 3,000 credits
Best per-credit rates + dedicated support
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Everything you need to know, side by side.
| Insights | Automate | Enterprise | |
|---|---|---|---|
| Core Capabilities | |||
| AI Reviewer | |||
| AI Advisor | |||
| Tax Prep automation | |||
| Binders & document storage | Unlimited | Unlimited | Unlimited |
| Tax Prep Data Entry | |||
| Drake | — | ||
| ProConnect | — | ||
| CCH Axcess | — | ||
| UltraTax | — | ||
| Practice Management | |||
| Karbon | |||
| Canopy | |||
| Financial Cents | |||
| Truss | |||
| Verito | |||
| Support & Admin | |||
| Users | 5 | 30 | Unlimited |
| Email support | |||
| Priority support | — | ||
| Dedicated CSM | — | — | |
| SSO | — | — | |
| Credit Terms | |||
| Credit validity | 60-day rollover | 1 year | Custom |
| Billing | Monthly | Annual | Custom |
You buy credits and use them across any of Filed's capabilities: AI Reviewer, AI Advisor, or Tax Prep automation. Simple returns use fewer credits (0.5), standard returns use 1 credit, and the most complex returns with multiple K-1s or multiple schedules use 2 credits. This lets you pay based on actual complexity, not a flat per-return fee.
Filed Insights gives you AI Reviewer and AI Advisor — and works with any tax software. Filed Automate adds Tax Prep automation, which drafts returns directly into your tax software for firms using Drake, ProConnect, UltraTax and CCH Axcess. Every return prepped by Filed automatically includes AI Reviewer at no extra credit cost.
Yes, anytime. Remaining credits transfer to your new balance.
On Insights (monthly), unused credits roll over for up to 60 days. On Automate (annual), credits are valid for the full contract year.
Filed scores 97% on TaxCalcBench's accuracy benchmark on a line-by-line basis. Every return includes source document linking so you can verify any value against the original.
Filed connects with practice management tools like Karbon, Canopy, Financial Cents, Truss, and Verito, plus document storage like Google Drive, SharePoint, Dropbox, Box, and SmartVault.
No. Filed works alongside your existing software. For Insights, upload any PDF. For Automate, we prepare draft returns directly within Drake, ProConnect, UltraTax, or CCH Axcess.
No. Filed Insights is for AI Reviewer and Advisor only. Tax Prep automation requires Filed Automate with Drake, ProConnect, or CCH Axcess.
Monthly: roll over up to 60 days. Annual: valid for a full year.
Yes, anytime. Remaining credits transfer to your new balance.
We handle binder organization, classification, and data entry. You just review — about 5–15 min per return.
AI-powered prep, review, and advisory that lets your team handle more returns without burning out.
AI-powered review and advisory for returns prepared anywhere.
End-to-end automation from source docs to review-ready returns.
Tailored pricing, custom workflows, and dedicated support for multi-office firms.
Three capabilities, one currency. Use them however you want.
15-minute QC on any return.
Flags discrepancies, missing docs, and YoY variances before partner review.
Cut prep time by 80%.
A 30-min return becomes 5 min of review. Source docs to review-ready with full audit trail.
Turn compliance into revenue. Evaluates 100+ strategies and generates quantified recommendations you can send same-day.
Tell us about your firm and we'll help you figure out the right setup. No pressure.
Schedule a 15-minute call →No. Insights works standalone for firms that prepare returns elsewhere but want AI-powered review or advisory. Filed Automate is for firms that want full prep automation on supported softwares.
Complexity. Simple returns (W-2, standard deduction, single state) are 0.5 credits. Add itemized deductions or rental income → 1 credit. K-1s, multiple schedules, or multi-state → 2 credits.
On Insights, add more anytime at $59/credit. On Automate, we'll size the right annual volume during setup—and you can add more mid-year at your contracted rate.
On Insights, unused credits roll over for up to 60 days. On Automate annual plans, credits are valid for the full contract year.
Yes. Many firms start with Insights to test the AI, then upgrade to Automate when they're ready for full prep automation.
Full access to Insights—AI Reviewer and AI Advisor—so you can see the quality firsthand. No credit card required to start.
15 minutes. We'll show you how Filed fits your workflow and what it'll save you.
Schedule a demo