Filed reads, you approve, Filed enters.
Automated tax data entry with a tax pro in the loop. Before anything touches the return, you see the data entry plan: every value, the field it goes to, and the document it came from. Approve it, correct a value or take a form out. Then Filed enters it.
1Filed reads every document
W-2s, 1099s, K-1s, brokerage statements and the trial balance, exactly as the client sent them.
2You approve the plan
Correct any value or remove a form before a single field is written.
3Filed enters every field
Every field on every form, entered into your tax software and checked after entry.
Data extraction accuracy
Every value links back to the box it came from.
Field coverage
Every field, entered. Nothing left to key in by hand.
To enter a return
From approved plan to entered return.
Field coverage and entry time apply to CCH Axcess, Lacerte, Drake and ProConnect.
Start a batch. Keep working.
Data entry runs in the background, several returns at once, and each return shows up in your client list when it's ready for review.
When a client sends a late 1099, add it and Filed updates only the forms that changed, without re-sending the rest of the return.
See the source behind every figure.
Every value Filed enters links back to the box it came from. Click a line on the return and the source document opens at that spot.
When a figure doesn't tie, like a transposed state tax amount, Filed flags it with the source beside it, so the mistake never reaches sign-off.
A tax pro signs off on every return.
Autopilot prep tools
Some tools promise to prepare the whole return on their own. Filed does the data entry and the analysis, and your team keeps the judgment and the final sign-off.
Your firm's rules, on every return.
A general-purpose model preps every return like it's meeting the client for the first time. Filed builds protocols from your firm's preferences and rules, keeps them in one playbook, and applies them every time it prepares a return.
Data entry rules
How information goes into the return, from 8949 naming to rounding.
Review flags
What gets raised before a return leaves the building.
Shared across the firm
Anyone can suggest a protocol. Nothing applies firm-wide until it's approved.
The returns your firm files most.
Filed reads the documents and prepares the return across all six return types, in CCH Axcess, Lacerte, Drake and ProConnect.
W-2s, 1099s, Schedule C, rentals and K-1s, prepared from the documents.
Allocations from the trial balance and the partnership agreement, K-1 by K-1.
Income and deductions tied back to the books.
Officer comp, distributions and shareholder basis.
Income, distributions and beneficiary K-1s from the fiduciary records.
Revenue, functional expenses and schedules from the books.
Keep your software. Filed works inside of it.
Through Prowork, Filed runs inside the tools your firm already uses. No rip and replace, no new system for the team to learn.
Better prep, measured downstream.
When the draft starts clean and every number traces to source, the whole return moves faster. These are the results across firms running Filed.
Enterprise security that works inside your stack.
Tax returns are among the most sensitive data a firm holds. Filed is built to enterprise standards from day one.
Your data stays yours
Your firm's data is logically and cryptographically isolated from every other firm. We guarantee that your client data is never used to train shared AI models.
You control access
We integrate seamlessly with the security controls your team already runs. This includes role-based provisioning, SAML SSO, SCIM, and IP allow-listing.
Every action is logged
Maintain complete visibility with an immutable audit log and SIEM-ready exports. If a partner signed off on a return, you will always have the indisputable proof.
Responsible AI, built for tax
A citation on every figure, a human on every material change, plus prompt-injection defenses and red-team review.
The questions firms ask us
AI tax data entry reads a client's source documents, like W-2s, 1099s and K-1s, and enters the values into the tax software for you. Filed shows a tax pro the full data entry plan first, then fills every field on every form and links each value back to the document it came from.
Under 3 minutes per return, from approved plan to entered return, in CCH Axcess, Lacerte, Drake and ProConnect. Filed runs in the background, so your team can start several returns and keep working while they're entered.
Filed works with CCH Axcess, Lacerte, Drake and ProConnect, and enters 100% of the form fields in each. Your firm keeps its tax software, and Filed enters the return inside it.
Yes. Before anything is entered, Filed shows a data entry plan with every proposed value, the field it goes to and the source document. Your team approves it, corrects any value or removes a form. Nothing is written until someone approves the send.
Yes. Every value Filed enters links to the exact box on the source document it came from. If a figure on the return doesn't match its source, Filed flags it with the document beside it so a reviewer can check it in seconds.
1040, 1065 with K-1s, 1120, 1120-S, 1041 and 990. Filed reads the source documents and prepares the return across all six return types.
Filed enters the forms, schedules and worksheets behind each return type, from W-2s, 1099s and K-1s to depreciation, credits and state screens, into the native input screens of CCH Axcess, Lacerte, Drake and ProConnect.
The supported forms page lists every form by tax software, including the few left for manual entry.
Add the new document and Filed updates the return. It compares the new plan with what's already in your tax software and only re-sends the forms that changed, so you don't start the return over.
No. Filed does the data entry and the analysis and shows its sources. Your preparers and partners approve the plan, keep the judgment calls and sign off on the return.
No. Your data is never used to train shared models, and each firm's data is isolated from every other firm. Filed has a SOC 2 Type II report and is certified to ISO/IEC 27001:2022 by Schellman. Reports are available under NDA.