What is Filed?
Filed is AI tax-preparation software designed for accounting professionals that automates the manual parts of preparing tax returns. The platform reads source documents, populates returns, and performs intelligent quality review with error detection, working within the firm's existing tax software rather than replacing it.
It also includes tax-planning capabilities that automatically evaluate more than a hundred strategies, K-1 generation for partnerships and S-corporations through 1065 and 1120-S automation, and integration with practice-management systems.
By reducing manual data entry and catching errors before review, Filed aims to help firms prepare returns faster and with greater accuracy during busy tax seasons.
Target users are accounting firms and tax professionals who want to cut the time spent on data entry and improve review quality without changing the core tax software they already use.
Filed is SOC 2 Type II certified and offers a money-back guarantee and pilot programs, with customer testimonials describing meaningful productivity gains. Pros include automation that works inside existing tax software, automatic quality review and error detection, broad tax-planning strategy evaluation, and strong security certification.
Cons include pricing that is not displayed publicly and requires booking a demo, and that some features are still being rolled out. Filed uses a subscription pricing model with pilot options and a money-back guarantee. Pricing changes often, so check the official site for current plans.
Filed's core capabilities include Automated return data entry from source documents, Intelligent quality review with error detection, Tax planning across 120+ strategies, K-1 generation and 1065/1120-S automation and Integration with practice-management systems.
Automated return data entry from source documents is built in, Intelligent quality review with error detection is built in, Tax planning across 120+ strategies is built in, K-1 generation and 1065/1120-S automation is built in, so you get a rounded toolkit rather than a single trick.
Each feature is designed to take the manual effort out of the task and help you reach a usable result faster, which is what makes Filed worth a place on your shortlist.
On the plus side, users consistently highlight Works inside existing tax software, Automatic quality review catches errors and SOC 2 Type II certified with money-back guarantee as the reasons they keep using Filed.
It isn't perfect, though — Pricing requires booking a demo and Some features still rolling out are the trade-offs people most often mention, so weigh those against your own priorities before you commit.
As with any AI tool, the output still benefits from a quick human review, but Filed gets you most of the way there with far less effort. Filed runs on a subscription pricing model, aimed at users who want the full feature set without free-tier limits.
AI-tool pricing changes often, so always check the current plans, seats and add-ons on the official site for the latest details before you buy. Who is Filed for? It's best suited for ai tax preparation software for accounting firms.
Whether you're a beginner trying this kind of AI tool for the first time or a professional who'll use it every day, it's a credible option to consider.
If you're still deciding, compare Filed against the alternatives and the head-to-head comparisons linked below — looking at features, pricing and real user ratings side by side is the fastest way to find the right fit for your workflow and budget.
Key features of Filed
- Automated return data entry from source documents
- Intelligent quality review with error detection
- Tax planning across 120+ strategies
- K-1 generation and 1065/1120-S automation
- Integration with practice-management systems
Filed pros and cons
| Pros | Cons |
|---|---|
| Works inside existing tax software | Pricing requires booking a demo |
| Automatic quality review catches errors | Some features still rolling out |
| SOC 2 Type II certified with money-back guarantee | — |
Filed pricing
Filed is offered on subscription plans. Pricing changes often, so check the official site for the latest plans and any free trial before you buy.
Who is Filed for?
Filed is best suited for ai tax preparation software for accounting firms. Whether you are trying this kind of emerging & specialized tool for the first time or use one every day, it is a credible option to shortlist — compare it with the alternatives and head-to-head comparisons linked on this page to find the best fit for your workflow and budget.
Filed at a glance
| Detail | Summary |
|---|---|
| Category | Emerging & Specialized |
| Pricing model | Subscription |
| Free option | No |
| Best for | AI tax preparation software for accounting firms |
| User rating | Not yet rated |