Filed

Filed is an AI-powered tax preparation, review, and planning platform built specifically for accounting firms and tax professionals. They help firms eliminate manual data entry, improve review accuracy, and uncover advisory opportunities by working directly within existing tax software workflows. Their platform reads source tax documents such as W-2s, 1099s, K-1s, and supporting schedules, automatically extracting data, populating returns, and identifying discrepancies before the review process begins. By transforming repetitive compliance work into streamlined, AI-assisted workflows, they enable tax professionals to focus more on analysis, judgment, and client service while improving productivity across the entire tax engagement lifecycle.

They provide advanced capabilities including AI-powered tax return population, automated workpaper review, discrepancy detection, tax strategy recommendations, multi-return processing, workflow learning, and practice-specific intelligence. The platform continuously cross-checks source documents against returns to detect missing entries, transposed figures, and filing inconsistencies while generating actionable review insights. Their tax planning engine evaluates more than 120 tax-saving strategies and provides recommendations backed by return data and projections. Designed for CPA firms, tax practices, and accounting professionals, they also offer enterprise-grade security with SOC 2 Type II compliance, IRS 7216-compliant workflows, audit logging, MFA, SSO integration, and U.S.-based data processing.

And the best part? They offer firms the opportunity to explore the platform through a pilot program and personalized product demonstrations, allowing teams to evaluate its AI-powered tax preparation, review, and planning capabilities before full adoption. They also provide a 60-day money-back guarantee, alongside scalable pricing options tailored to the needs of modern tax and accounting practices.