Turn tax work into advisory revenue.
Filed Tax Planner reads the completed return and the documents behind it, evaluates more than 120 strategies, and builds a client-ready plan with a citation on every number. Advisory becomes a built-in outcome of every return, not a late-night side project.
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From raw documents to a client-ready plan, in minutes.
One return, four stages. Filed reads the file, reasons across it, proves every number, and packages the result.
Context-aware ingestion
Filed doesn't just read characters; it processes the entire return, including source documents and reviewer notes, to create a comprehensive context graph of the client's financial life: carryforwards, depreciation schedules, and multi-state nexus. It begins with your client, not an empty chat box.
Multi-agent reasoning
No single model does everything. Filed assigns specialist agents: research agents track the current code, strategy agents evaluate more than 100 strategies, quantitative agents run the projections, and risk agents check the guardrails, AMT, NIIT, and IRMAA.
Evidence-based verification
Filed generates evidence, not just responses. Every strategy links its projected savings back to verified data in the return, so you never have to trust the AI. Click any number for the calculation, the line item, and the citation. A defensible paper trail for every client.
Revenue-ready deliverables
Tax stategies are transformed into client-ready pitch decks, timelines, and service proposals, converting a standard compliance filing into a recurring advisory engagement. Formats include PDF, Google Slides, and PPTX.
Interrogate the plan, in plain language.
Every plan comes with an agent that knows the whole file. Ask why a strategy was surfaced, what a client has selected, or where a number came from, and it answers with the calculation and the citation behind it.
You decide what makes the plan.
Filed surfaces every eligible strategy. You select what fits the client, dismiss what does not, and the plan reflects your judgment, not the model's.
Nothing reaches a client until you have chosen the strategies and signed off.
Substantiated savings, ready to send.
In a few minutes, every eligible client gets a plan: the strategies, the projected tax savings, and the citation behind each one, ready to send.
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 firms ask us.
Yes. Filed Tax Planner is tax-software agnostic. It reads the completed return and the documents behind it, no matter who or how they were prepared.
Every strategy cites the line items and documents it rests on, with the assumptions shown. It is built to be defensible in review and in the conversation with your client. No black boxes.
No. Filed surfaces the opportunities and builds the substantiated plan. Your team applies the judgment, sets the strategy, and signs off.
More than 120, across retirement, real estate, charitable, entity, and credits, evaluated on every eligible return the moment it is complete.
No. Your data is never used to train models shared with other firms, and each firm is isolated from every other. Filed is SOC 2 Type II audited, with reports available under NDA.