Q2 2025 Intelligence report
The AI Skeptic: 5 forces reshaping the tax profession
Most AI fails on ROI, accuracy, or both. This guide shows tax pros what’s actually working—before you waste time or trust the wrong platform.
What’s inside:
What AI in tax actually does (and doesn’t)
How early adopters are testing AI on real returns
Key questions to ask any AI vendor
A smart roadmap for using AI without a full overhaul
The 5 Forces reshaping tax prep
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“AI won’t replace CPAs. But the firms that know how to use it will replace the ones that don’t.”
Leroy Kerry, CEO, Filed
This report is for you if:
You’re vetting AI solutions (and tired of half-baked ones)
You want leverage without losing control of quality or compliance
You’ve tried offshore, seasonal hires, and manual workarounds—and you know they won’t scale
You’re ready to lead the change
Designed for the doers, not the dreamers
Filed doesn’t ask for trust. It earns it—return by return.
This report reflects the same philosophy: No fluff. No jargon. Just straight insight from the trenches—built on interviews with firm leaders, tax prep veterans, and our own internal R&D on where AI hits and where it still needs work.
Download the Report
Join thousands of tax professionals using this guide to make better decisions about AI. Get instant access and find out what’s actually working in 2025—and what’s not.
No spam. No gimmicks. Just the facts your firm needs to stay ahead.
