Filed learns how your firm works, then gets to work for you.
Prowork is an AI assistant that works inside your tax software, Excel, and inbox. It prepares returns, flags what needs a second look, drafts client emails, and learns your firm's way of working as it goes. Built for firms filing thousands of returns a year.
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One assistant. Every part of the job.
The same Prowork sidebar rides along in your tax software, in Excel, and in Outlook, doing the work where the work already happens.
Prepares the return inside your tax software, with the source behind every number.
Reviews the workpaper and flags what needs a second look.
Drafts the client reply, ready for you to send.
Artificial your firm's intelligence.
The smartest tax engine isn't a model. It's your firm.
Filed does not ship with a generic model sold to the whole industry. It learns from the corrections your team already makes, holds them as your firm's own memory, and brings them to the next return on its own. The longer you run it, the more it knows, and the less your firm has to repeat itself.
Every rule a preparer applies and every issue a reviewer catches, Filed picks up in passing. No setup project, no model to train.
Not a model shared with every other firm. Your own playbook, written from your own returns — and it stays even when your best people leave.
Taught once, by one person. Used on every return after, by everyone, compounding toward human-level accuracy.
Start with review. Add more when you trust it.
Prowork is modular. Most firms already run OCR for data entry, so Prowork steps in at the review stage, on top of what you have. Hand it the rest of the workflow as you learn to trust it.
Less grunt work, whoever you are.
Start from a draft.
Filed enters the data into software that was never built to be automated, so you begin past the blank return.
Stop re-checking the same things.
The issues you catch most become rules Filed flags before the return reaches your desk.
Keep the firm's knowledge.
What your best people know becomes firm memory, applied on every return instead of leaving when they do.
Filed's track record, now at the point of work.
Prowork reads the source documents and checks the return against them, line by line. These are Filed's results across the firms already running it.
I went from working 7 a.m. to 9 p.m., pretty much seven days a week, to working from 7 to 5, going home, having dinner, putting my kid to bed.
Keep your software. Upgrade what it sees.
Prowork rides along inside the tools your firm already runs and brings their data into one sidebar. No rip and replace, no screen-scraping in between.
Security you can explain to your InfoSec team.
Your data stays yours
Your firm's data is never used to train shared models. Every engagement is isolated, logically and cryptographically, from every other firm on Filed.
Access is a decision, not a default
SAML SSO, SCIM provisioning, role-based access, and IP allow-listing. The controls your security team already runs, enforced inside Filed.
Every action is logged
Prompts, suggestions, and accepted changes are captured in an immutable audit log with SIEM-ready export. If a partner signed off, you can prove it.
Responsible AI, tuned for tax
A citation on every suggestion, a human on every material change, plus prompt-injection defenses, model versioning, and red-team review on every release.
The things firms ask us first.
No. Your data is never used to train shared models, and each firm's data is isolated from every other. Filed is SOC 2 Type II and reports are available under NDA at trust.filed.com.
Yes. Prowork rides beside CCH Axcess, UltraTax, Drake, Lacerte, ProConnect, plus a Microsoft Excel plugin and more coming soon. No rip and replace necessary.
No. Prowork is a sidebar next to the tools your team already uses. Start with review on top of your current data entry, and hand it more only when you trust it.
Every suggestion cites the source document behind it, and a human signs off on every material change. Filed verifies the return against the documents. It does not replace your judgment.
Days, not a quarter. Prowork works on your returns from the start, and gets sharper as your team corrects it. No more making the same mistake twice.
Mid-market tax firms filing thousands of returns a year that want to grow capacity without growing headcount.