AI tax preparation
Save time where it counts
Automate prep and get reviewer-ready returns in your tax software. Keep your process, cut the busywork, and lower your cost per return.
SOC 2 compliant
US data residency
How it works
From intake to Filed in three steps
A simple flow your team already knows. Depth where it counts. Control at every step.
Transform chaos into clarity
- Link your DMS and PMS so staff stay in the tools they already know.
- Bulk import for batch processing and high-volume days.
- Status sync back to your PMS so work stays visible in your system of record.
- AI-powered document understanding across W-2s, 1099s, K-1s, core schedules (A, B, C, D, E), organizers, and prep notes
- Automatically exclude non-prep related documents to keep workpapers clean.
Outcome: Faster throughput with familiar tools and fewer handoffs.
AI-powered data entry, directly into your tax software.
- Filed’s AI extracts data from all documents, including loose receipts, handwritten statements, and issued tax forms.
- Identifies key information and context from tax organizers and preparation notes.
- Understands when to exclude certain documents to keep data entry accurate and prevent double-entries.
- AI writes preparation notes to explain outputs, assumptions and speed up review.
Outcome: Deliver accurate first drafts faster, reduce manual data entry, and save preparers valuable time.
Make decisions quickly with full context
- Open a reviewer-ready draft with standardized workpapers
- Compare to last year and spot material differences instantly
- Jump from line items to supporting documents in one click
- AI writes preparation notes to explain outputs, assumptions and speed up review.
- Finalize the 1040 PDF and store it with your records
Outcome: Reduce review time and raise confidence on every return
Connections
Works where you work
Preparation happens in your software. Your PMS and DMS stay in play.
Document management
Google Drive
Sharepoint
Box
Dropbox
Practice management
TaxDome
Karbon
Kanopy
Qount
Tax softwares
Drake
ProConnect
CCH Axcess
UltraTax
LaCerte
More of what matters
Explore key features in detail
Built for the complexity of real tax work
Workflow integrations
Connect your tools
- Connect DMS and PMS so teams stay in their tools.
- Import and export in bulk for batch processing.
- Sync status to your PMS for visibility.
Checklist
Start with complete files
- Detect missing documents automatically.
- Automatically excludes irrelevant documents.
- Prevent prep from starting with gaps.
AI-generated workpaper
Turn documents into structured communication
- Identify and index every document, including handwritten statements, receipts and more.
- AI extracts fields and builds a standard workpaper.
- AI preparation notes inform reviewers of rationale and where to focus.
Prep in your tax software
Keep your system of record
- Prepare inside Drake, ProConnect, CCH, and UltraTax.
- Re-run prep after fixes without starting over.
- Avoid rekeying and reduce first-pass time.
Visual review
Review at a glance, verify in depth
- Produce a completed 1040 PDF for records.
- Highlight year-over-year differences.
- Drill into values and see source documents.
Tax Ops Dashboard
Manage returns at scale
- Run bulk import, export, preparation, and review.
- Receive personalized notifications for action.
- See throughput and exceptions at a glance.
Security and compliance
Security you can proudly show a client
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Data privacy by design
We anonymize sensitive documents and personally identifiable information before processing, so models and internal teams never see raw PII.
Infrastructure and access controls
Filed runs on secure Microsoft Azure infrastructure with encryption in transit and at rest. Role-based access and activity logs provide oversight of who did what and when.
Compliance and data governance
We are SOC 2 compliant and keep all tax data on U.S. servers. Clear retention and deletion policies help you meet firm standards and client expectations.
See how JCG Advisors cut prep time and gave their reviewers breathing room.
Watch video
Results you can measure
Firms use Filed to compress review cycles and take on more work with the same team.
40%
reduction in prep time
3x
capacity gain per staff
up to 99%
accuracy on standard forms
