The only AI tax prep with firm-level accuracy.
Filed reads your clients' documents and drafts the return inside the software you already use, entering the figures it's certain of, flagging the ones it isn't, and getting sharper with every correction your team makes. Your preparers stop opening blank returns and start reviewing real drafts.
The industry is full of autopilots. We built a co-pilot.
The autopilot pitch
The Filed co-pilot
Autopilot tools promise to prep the whole return without you. Filed builds towards that alongside you. It does the heavy analytical work, shows every source, and leaves the judgment and the final sign-off to your team. On a tax return, that's the difference that matters.
From a pile of documents to a drafted return.
Filed works document-first. It reads what the client sent, enters the data into the software you already run, and shows its work, so review starts from something real.
Upload the documents
Drop in W-2s, 1099s, K-1s, the trial balance, bank statements, exactly as the client sent them.
Automated extraction
Filed pulls the figures and enters them into your tax software, in bulk or line by line.
Draft and flag
Fcompletes what it knows with certainty and flags any unknowns with the source document attached for easy review.
Review and learn
Your team corrects and signs off. Every correction becomes a rule Filed applies to the next return, and the one after that.
See the exact source behind every figure.
Filed doesn't just blindly drop numbers into a tax form. Every extracted figure links directly back to the exact box on the source document it was pulled from. If something looks off, Filed flags it for review rather than making a silent guessso you never inherit a hidden mistake
Generic models guess. Filed remembers.
A general-purpose model preps every return like it's meeting the client for the first time, because it is. Filed preps yours the way your firm does, on two layers that compound over time: the standards every preparer follows, and the quirks of every client you serve.
How your firm works
The standards every preparer follows. Taught once, applied on every return after.
How each client is handled
The specifics that live in a senior preparer's head, kept where the whole firm can use them.
Others promise +99% accuracy. Filed actually reaches it.
Most AI prep tools promise near-perfect accuracy from day one. Filed starts strong and climbs, because every correction your team makes is a rule it applies on the next return. By your second season, it is doing the accuracy others put on a slide.
The forms your firm files most.
From straightforward 1040s to multi-partner entities, estates, and nonprofits, Filed prepares the forms your firm files most, across CCH Axcess, UltraTax, Lacerte, Drake, and ProConnect.
Exempt orgs
Revenue, functional expenses, and schedules, built straight from the books.
Individual
W-2s, 1099s, Schedule C, rentals, and K-1s, drafted from the documents.
Estate & Trusts
Income, distributions, and beneficiary K-1s, drafted from the fiduciary records
Partnership & K-1
Allocations from the trial balance and the partnership agreement, K-1 by K-1.
C-corp
Income and deductions tied back to the books, reconciled as it goes.
S-corp
Officer comp, distributions, and shareholder basis, prepared and checked.
Keep your software. Filed works inside 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
Filed completes what it is confident in and flags what it is not, so you never inherit a silent guess. It is accurate from day one on document-first work, and it climbs as your team uses it, reaching firm-level accuracy others promise up front by your second season. Every figure cites the source behind it.
1040, 1065 with K-1, 1120, 1120-S, 1041, and 990, at volume. Filed reads the source documents and enters the data into CCH Axcess, UltraTax, Lacerte, Drake, or ProConnect, in batches or line by line through Prowork.
No. Filed is a co-pilot. It does the data entry and the analytical work and shows its sources. Your preparers and partners keep the judgment and the final sign-off. It frees their time for the work only they can do.
Prep populates the return. Review verifies it, checking every figure against its source. Tax Prep is the front of the workflow, and many firms add Review as the next step. Most mid-market firms with a reviewer bottleneck start with Review; prep-heavy and individual-heavy firms start here.
No. Your data is never used to train shared models, and every firm's data is isolated from every other. Filed is SOC 2 Type II, with ISO 27001 certification in progress, and reports are available under NDA.
Filed is useful from day one and achieves firm-level in phase 2. Filed works on your real returns from the start, and gets sharper as your team uses it. Every engagement comes with a 60-day money-back guarantee.