Filed

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Score6.1

Rank#15 of 33

Free planNo

Free trialYes

Runs onAPI, macOS, Web, Windows

Summary

Filed is ranked #15 of 33 in AI tax software on Everything Xiaomi. It runs on API, macOS, Web, Windows. There is no free plan. A free trial is offered.

Filed plans and pricing

All plans

Enterprise Not published Custom flat monthly plan scoped to the firm's client book Custom price based on total taxpayers · Everything in Pro · 6-hour support SLA · On-premise deployment option · SSO and SCIM · Custom integrations and API access filed.com · 4 Oct 2026

Pro Not published Flat monthly plan; specific amount set on a discovery call based on client volume Custom price based on total taxpayers · Full platform · Unlimited seats · Every taxpayer included · 1040, 1065, 1120, 1120-S, 1041, 990 filed.com · 4 Oct 2026

Compared on AI tax software

Free plan: Nofiled.com
Taxpayer types: bothfiled.com
AI tax guidance: Yesfiled.com
Document import: Yesfiled.com
Deduction finding: Yesfiled.com
Expert review: Yesfiled.com

Facts

Purpose: Filed provides AI tax preparation, review, planning, and workpaper tools for accounting firms.filed.com · 4 Oct 2026
Tax preparation: Filed reads source documents and enters data into tax software, in batches or line by line.filed.com · 4 Oct 2026
Review: The AI Reviewer checks return figures against source documents and flags missing forms and prior-year discrepancies.filed.com · 4 Oct 2026
Tax planning: The AI Tax Planner supports multi-year scenario planning and evaluates more than 120 strategies automatically.filed.com · 4 Oct 2026
Workpapers: Filed creates leadsheets tied to source documents and organizes return documents into searchable digital binders.filed.com · 4 Oct 2026
Supported forms: Filed lists 1040, 1041, 1065, 1120, 1120-S, and 990, plus supporting schedules.filed.com · 4 Oct 2026
Tax software integrations: Listed tax software includes Drake, CCH Axcess, UltraTax, Lacerte, ProConnect, and GoSystem Tax RS.filed.com · 4 Oct 2026
Other integrations: The integrations page lists tools including QuickBooks Online, Outlook, Excel, Google Sheets, OneDrive, Dropbox, Canopy, Karbon, and TaxDome.filed.com · 4 Oct 2026
AI connectivity: Filed offers an MCP server that connects its workspace with Claude, ChatGPT, Claude Code, or custom agents.filed.com · 4 Oct 2026
Security: Filed states it is SOC 2 Type II certified and supports SSO, role-based access, MFA, audit logging, and encryption at rest and in transit.filed.com · 4 Oct 2026
Data use and location: Filed says customer data is not used to train shared models and is processed and stored on U.S.-based infrastructure.filed.com · 4 Oct 2026
Trial and guarantee: The pricing page offers a self-guided Reviewer trial and a 60-day money-back guarantee with a written opt-out and refund of pilot payments.filed.com · 4 Oct 2026
Support and onboarding: Pro includes eight-week onboarding and quarterly reviews; Enterprise includes a dedicated account manager and a six-hour support SLA.filed.com · 4 Oct 2026
Notable pricing limit: Filed says plans are flat monthly, scoped to firm client volume, and do not charge per seat, return, or credit; pricing requires a discovery call.filed.com · 4 Oct 2026