Send the return from your existing software. No APIs to configure, no complex setup – it just works.
New Filed AI Reviewer
The automated
safety net.
Stop reviewing clerical errors. Reviewer catches discrepancies, missing items, and logic gaps automatically – so your reviewers only open files that are actually ready to sign.
SOC 2 compliant
US data residency
Best-in-class firms use Filed
The "Silent" Problem in Your Workflow
You are hiring smart CPAs and forcing them to do dumb work. It's costing you time, morale, and accuracy.
Tax Software Diagnostics
"THE CALCULATOR"
Slow & Error-Prone: Manual line-by-line checking is slow and leads to "reviewer fatigue."
Context Blind: It knows 2+2=4, but not that the client moved to Vermont mid-year.
Reactive: You only find errors after the return is complete (or rejected).
The old way
Filed Reviewer
"THE SUPERVISOR"
Holistic Analysis: Scans the *entire* return against source docs instantly.
Context Aware: Flags "Vermont Wages Missing" because it sees the address change
Proactive Value: Suggests missed HSA deductions to save clients money.
The Filed way
Inside the Platform
The logic checks your software misses
The "Typo" Check
If a human accidentally types $5,000 instead of $50,000, your tax software won't complain—the math still works. Filed compares the final return back to the original source document to catch "finger-slip" errors.
W-2 Mismatch Detection
Compares OCR'd source documents against tax software inputs character-for-character.
Compares OCR'd source documents against tax software inputs character-for-character.
Address & EIN Verification
Flags mismatched addresses, employer IDs, and SSN inconsistencies.
Flags mismatched addresses, employer IDs, and SSN inconsistencies.
The "Ghost Asset" Test
A taxpayer has a rental property on their return for five years. Suddenly, in year six, the property disappears without a sale being recorded. The tax software accepts this because the form is valid. Filed flags it.
Year-over-Year Consistency
Verifies carryovers, depreciation schedules, and recurring items against prior year.
Verifies carryovers, depreciation schedules, and recurring items against prior year.
Missing Disposition Alerts
Flags assets that disappear without corresponding sale or transfer documentation.
Flags assets that disappear without corresponding sale or transfer documentation.
The "Double-Counting" Filter
Sometimes software imports the same income twice. To the software, it just looks like the client made more money, so it creates no diagnostic error. Filed's Cross-Check Engine specifically looks for duplicates.
Duplicate Income Detection
Identifies identical numbers appearing multiple times across different forms.
Identifies identical numbers appearing multiple times across different forms.
K-1 Reconciliation
Ensures partnership and S-corp income is captured once and only once
Ensures partnership and S-corp income is captured once and only once
The Supervisor Engine
Empower your team to sign faster.
Turn your review process into a mentorship engine. Filed clears the noise so your team can focus on complex tax logic and advisory.
Automated Confidence
Liberate your preparers from "stare and compare" fatigue. By automating source-to-form data verification, you free them to focus on high-value advisory work rather than data entry.
Intelligent Triage
Don't let senior reviewers get bogged down in noise. Our severity-based categorization ensures your top talent spends their energy resolving complex tax logic, not hunting for typos.
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In-Context Learning
Transform review notes into coaching moments. With detailed citations and explanations for every flag, junior staff learn why an error occurred, accelerating their development with every return.
The Feedback Loop
Turn mistakes into mentorship. Track error trends by preparer or specific tax topic to identify training gaps—helping you build a stronger, more capable team year over year.
Works with your workflow, not against it.
No data migration. No rip and replace. Filed sits seamlessly on top of every single tax software – CCH, UltraTax, Lacerte, ProSeries, and more – to provide a second set of eyes without disrupting your process.
1
Export Draft
2
Automate the Grunt Work
Let AI handle the line-by-line verification. Filed validates math, cross-year consistency, and source data in seconds.
3
Coach, Don't Just Correct
Review Action List citations show junior staff why errors occurred, turning every review cycle into a training opportunity
4
Clear the Queue
Move returns from 'In Review' to 'Filed' 3x faster. Reclaim the billable capacity usually lost to administrative cross-checking.
Calculate your hidden costs.
Manual review is the invisible cap on your firm's growth. See how much profit you reclaim by automating the safety net.
Perfect for...
High Volume 1040s
Clear the backlog in February and March. Churn through individual returns in minutes.
Complex Business Returns
Handle multi-state apportionments and K-1 reconciliations without the headache.
Training Junior Staff
Use the Action List as a teaching tool. Juniors learn faster when the AI explains why something is wrong.
Scaling Offshore Safely
Enforce the same quality bar every time, regardless of who prepared the return.
Frequently asked questions
Does this replace my managers?
No. It replaces the "janitor work" your managers hate. It cleans up the file so they can focus on tax law, planning, and client service.
My tax software already has diagnostics. Why do I need this?
Think of your tax software as a powerful Calculator, and Filed Reviewer as the Supervisor. The Calculator checks if the math works, but it's "blind" – it has no idea if the numbers you typed match the real-life documents. Filed is the Supervisor that checks the work.
Is my client data secure?
Absolutely. We are SOC2 compliant with bank-grade encryption in transit and at rest. Your data is 100% US-based and never used to train AI models.
Is it hard to set up?
It's our easiest product to deploy. If you can print a PDF, you can use Filed Reviewer. Works directly in your tax software with no complex IT migration required.
Which tax software platforms is Reviewer compatible with?
Because Filed Reviewer uses a universal document ingestion engine, we are compatible with virtually every professional tax platform. We currently support Drake, CCH Axcess, UltraTax, ProConnect, Lacerte, ProSeries, ATX, ProSystem fx, MyTAXPrepOffice, Profile Tax, TaxCycle, and TaxPrep. If you can export a draft return from your software, our engine can review it.