Filed checks every figure.
Your reviewer checks the three that matter.
Filed is your automated first-pass review. It reads the documents your client sent, checks the draft return against them line by line, and hands your team a leadsheet where every issue is ranked and every number traces to all its sources. Everyone else gets you ready to review. Filed gets you ready to be filed.
Your tax software checks the math. It doesn't check the work.
However a return is prepared, it funnels to your senior reviewers. They lose a third of their hours catching clerical errors the software never flagged. Your tax software checks if the math is consistent, not if it matches the documents your client actually sent.
Tax softwares validate structure. Filed validates truth.
Checks the math
Confirms the arithmetic is consistent. A preparer enters 5,000 instead of 50,000 and it accepts the figure, because the math still works. It never sees the source document.
Checks the work
Reads the W-2s, the 1099s, and the K-1s and compares every field to the return. When a number does not match its source, Filed flags it with the document attached.
The whole return, provable line by line.
Leadsheets show reviewers the entire return at once. You see every line item right next to the figures that support it. Filed builds this sheet as it reviews, tying each number to all the exact documents it came from. It surfaces what does not match and ranks issues by severity
Verification becomes a click instead of a hunt, and every figure on the return stays defensible long after it is filed.
Every number on the return, tied directly to its source.
Click any value on your return, and Filed instantly highlights all the underlying figures from the source documents side-by-side. Check the math and verify your data in seconds. This is an exclusive feature you will not find anywhere else.
The source, the note, and the agent, on one screen.
Click a flag and Filed opens the source documents with all the underlying figures highlighted. The agent's note sits right beside them with the full review toolbar on top. Your team can mark up, ask questions, and sign off in the exact same place.
Triaged the moment it opens
Every return arrives with its issues ranked critical, high, medium, and low. Start where it matters, not at line one.
Review levels you set
Configure who signs off and at which stage: first review, second review, partner approval, tracked line by line.
Nothing leaves your stack
Filed reviews alongside the software your firm already files in. Nothing to export, nothing to rip out.
State returns get the same review.
Filed has dedicated state checks for every state with a broad-based personal income tax, plus DC, Florida, Texas and Washington. They run on individual, partnership, S corp, C corp and trust returns, so a multi-state client gets the same scrutiny as the federal return.
Individual returns
1040Residency and the right form
Resident, part-year and nonresident returns, domicile and statutory residency, moves between states and reciprocity agreements.
Allocating and sourcing income
Nonresident and part-year allocation schedules, wage allocation and state-source income.
Credit for taxes paid to other states
Each state's credit schedule and its limits, and how the credit interacts with reciprocity.
Conformity adjustments
Add-backs and subtractions for bonus depreciation and §179, QBI, bond interest, HSAs, QSBS and the state income tax deduction.
Tax computation
Current-year rates, surtaxes and minimum taxes, alternative capital gains taxes and exclusions, and retirement, pension and Social Security exclusions.
PTET and entity-level tax
PTE credits, required add-backs and excluding income from electing entities.
Local taxes
NYC, county, city and school district income taxes, Oregon's Metro and Multnomah County taxes, NY MCTMT, and local occupational taxes kept out of state withholding.
Withholding
State withholding tied to each W-2, with SDI kept out of income tax withheld.
No-income-tax states
Other-state income and part-year moves for Florida and Texas residents, and Washington's capital gains excise tax.
Filing consistency
Filing status, dependents, and state and local filings that agree across all of the client's returns.
SALT on Schedule A
State, local, real estate and personal property taxes checked against the current SALT cap.
Partnerships
1065Conformity and apportionment
§179 and bonus decoupling, apportionment factors, federal add-backs and nexus registration.
Composite returns and withholding
Scope, opt-outs and withholding for nonresident partners.
PTET
Whether the election is valid, the federal deduction and how the credit is allocated to partners.
S corporations
1120-SNexus and apportionment
State filing obligations and apportionment factors.
Conformity
State conformity to the S election, and depreciation add-backs.
Nonresident shareholders
Composite returns and withholding for nonresident shareholders.
PTET
Whether the election is valid, how the deduction flows through and the shareholder credit.
C corporations
1120Nexus
Post-Wayfair economic nexus and the P.L. 86-272 solicitation safe harbor.
Apportionment
Single-sales-factor, three-factor and market-based sourcing.
Deadlines
Flags that a federal extension on Form 7004 doesn't extend state deadlines.
Trusts and estates
1041Residency and conformity
Resident trust classification, accumulated vs. distributed income, state conformity on DNI and the distribution deduction, and the federal exemption add-back.
Nonresident nexus
Nonresident withholding, state K-1 equivalents, throwback, nexus under Kaestner and fiduciary PTET.
The issues you catch most, caught before they reach you.
Filed carries your firm's judgment forward on three layers: the standards your whole firm shares, the calls each reviewer makes their own way, and what it learned about each client in prior years. Each carries forward, so the next return arrives cleaner than the last.
The standards your whole firm follows and the thresholds you check against. Set once and applied firmwide.
The specific instructions and protocols set at the individual level, shared across the firm when you want them to be.
Each client's prior-year context, the carryforwards, elections, and quirks, carried forward and compounding season over season.
What changes at your firm.
Fix their own work
The action list goes to the preparer first. By the time a senior opens the file, the clerical noise is gone.
Spend their hours on judgment
No more policing data entry. Seniors review the calls that actually need a CPA, not the typos.
See where errors come from
Error rates by preparer, severity, and category, so you know who needs support before the mistakes pile up.
Less time policing. More time signing.
When the clerical errors are gone before review starts, the whole return moves faster, through review and out the door. Here is what that adds up to across firms running Filed.
Security you can hand to your InfoSec team.
Tax returns are among the most sensitive data a firm holds. Filed was built to enterprise standards from the first line of code.
Your data stays yours
Never used to train shared models. Every firm is isolated from every other, logically and cryptographically.
Access is a decision
SAML SSO, SCIM provisioning, role-based access, and IP allow-listing. The controls your security team already runs.
Every action logged
An immutable, exportable audit trail. If a partner signed off, you can prove exactly when and on what.
Responsible AI for tax
A citation on every flag, a human on every material change, plus prompt-injection defenses and red-team review.
The questions reviewers ask us.
Yes. Filed reviews the draft return whether it was prepared by your staff, an offshore team, another tool, or Filed itself. It checks the output against the source documents either way.
Filed builds leads sheets for every reviewed return. The lead sheet is generated automatically as Filed reviews, with every line tied back to the document it came from. Nothing is assembled by hand.
No. Filed clears the clerical errors so your reviewers spend their time on judgment. Every flag cites its source, and a human signs off on every change. Filed enables junior tax preparers to finish L1 reviews independently.
Yes. Filed's flags all issues against your firm's rules, set per reviewer or across the firm, and you configure the review levels and sign-off stages.
No. Your data is never used to train models shared with other firms, and each firm is isolated from every other. Filed has a SOC 2 Type II report and is certified to ISO/IEC 27001:2022 by Schellman, with reports available under NDA.
Yes. Filed has dedicated state checks for every state with a broad-based personal income tax, plus DC, Florida, Texas and Washington. On individual returns it checks residency and the right form, income allocation, credits for taxes paid to other states, conformity adjustments, PTET, local taxes like NYC and school district taxes, withholding and SALT on Schedule A. On partnership, S corp, C corp and trust returns it checks nexus, apportionment, conformity, composite returns, nonresident withholding and PTET elections.