Filed's product roadmap

Wider form coverage: supplemental K-1 lines, consolidated 1099s, Forms 8606 and 4562

More forms and more lines entered automatically, starting with K-1 supplemental lines, consolidated 1099s and Forms 8606 and 4562.

Fast-mode data entry to tax softwares

Fast data entry that writes returns into supported tax softwares

OpenTax: open-source federal 1040 engine

Filed has open sourced its federal 1040 calculation engine: one free program for macOS, Linux and Windows that checks returns against the IRS e-file rules and exports MeF XML.

SOC 2 Type 2 and SOC 3 reports

Filed's annual SOC 2 Type 2 and SOC 3 reports are available on the Trust Center.

Run Filed on Verito hosted environments

Firms that host on Verito can run Filed inside the environment they already use.

Filed MCP connector for Claude, ChatGPT and your own agents

Connect Claude, ChatGPT or your firm's own agent to your Filed workspace, with permissioned access to binders, prep and leadsheets. Included in every workspace.

Single sign-on required for every workspace

Every Filed workspace now signs in through single sign-on.

Trace: every figure linked to its source

Each number on a draft return is linked to the exact spot in the source documents it came from: green when it ties out, red with the reason when it doesn't.

Inbox follow-ups in Outlook and Gmail

Connect Outlook or Gmail and Filed reads what clients have sent, shows what needs a reply and drafts follow-ups for missing documents, which you approve before they send from your address.

Prowork for Excel and Google Sheets

A Filed sidebar in Excel and Google Sheets that pulls a client's trial balance, P&L, balance sheet and GL and builds workpapers in your firm's own templates.

AI Tax Planner: 120+ strategies and branded client reports

Upload a return and Filed checks the client's documents against 120+ tax strategies, puts a number on each opportunity and builds a client-ready report in PowerPoint, PDF or Word with your branding.

Upgraded bulk import

Workspace intelligence for partners

A firm-wide view of work in progress and where attention is needed.

Ping integration

DoubleHQ integration

Start tax prep from Truss

Kick off tax prep in Filed directly from Truss.

Start tax prep from Karbon

Kick off tax prep in Filed directly from Karbon.

Client intake and collaboration (Gateway)

Agents that collect documents and answers from your clients, starting with intake.

Playbook – Routines that use integrations

User groups and access controls

Control which team members can see and work on which clients.

Start tax prep from Qount

Kick off tax prep in Filed directly from Qount.

Start tax prep from Canopy

Kick off tax prep in Filed directly from Canopy.

ProConnect integration (Intuit API)

Connect ProConnect Tax through Intuit's official APIs.

Client list upgrade

AI Tax Planning 2.0

A redesigned tax planning experience shaped by customer feedback.

Binder 2.0

A more stable binder with a new flow for splitting and organizing source documents.

AI Tax Prep 2.0

A reworked prep flow based on feedback from firms that used Filed last season.