Filed
Filed provides AI tax preparation, review, planning, and workpaper tools for accounting firms.
What Filed is
Filed provides AI tax preparation, review, planning, and workpaper tools for accounting firms. It reads source documents and enters data into tax software in batches or line by line. AI Reviewer checks return figures against source documents and flags missing forms and prior-year discrepancies. AI Tax Planner supports multi-year scenarios and automatically evaluates more than 120 strategies. Filed creates leadsheets tied to source documents and organizes return documents in searchable digital binders. Supported forms include 1040, 1041, 1065, 1120, 1120-S, and 990, plus supporting schedules. Listed tax software integrations include Drake, CCH Axcess, UltraTax, Lacerte, ProConnect, and GoSystem Tax RS. Other connections include QuickBooks Online, Outlook, Excel, Google Sheets, OneDrive, Dropbox, Canopy, Karbon, and TaxDome. An MCP server connects the workspace with Claude, ChatGPT, Claude Code, or custom agents. Plans use custom flat monthly pricing based on client volume, with a discovery call required. Platforms include API, macOS, web, and Windows.
Good
- AI review flags missing forms
- Planning evaluates more than 120 strategies
- Searchable digital workpaper binders
- Many tax software integrations
- SOC 2 Type II certification
Watch out
- No listed prices
- Discovery call required for pricing
- Plans are not priced per seat
- Enterprise on-premise deployment is plan-specific
Who it suits
It suits accounting firms handling tax preparation, review, planning, and workpapers across supported return types. Firms seeking custom client-volume pricing, integrations, and AI-assisted workflows may consider it.
Verdict
Filed combines tax data entry, review, planning, and workpaper organization with accounting software integrations. Its custom pricing and firm-volume focus make plan details important before choosing between Pro and Enterprise.
Plans and prices
From Filed's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Enterprise | — | 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 · Custom flat monthly plan scoped to the firm's client book |
| Pro | — | Custom price based on total taxpayers · Full platform · Unlimited seats · Every taxpayer included · 1040, 1065, 1120, 1120-S, 1041, 990 · Flat monthly plan; specific amount set on a discovery call based on client volume |
The facts
Each one read from Filed's own pages, with the date it was checked.
What it does
- AI connectivity
- Filed offers an MCP server that connects its workspace with Claude, ChatGPT, Claude Code, or custom agents.checked 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.checked 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.checked 4 Oct 2026
- Other integrations
- The integrations page lists tools including QuickBooks Online, Outlook, Excel, Google Sheets, OneDrive, Dropbox, Canopy, Karbon, and TaxDome.checked 4 Oct 2026
- Purpose
- Filed provides AI tax preparation, review, planning, and workpaper tools for accounting firms.checked 4 Oct 2026
- Review
- The AI Reviewer checks return figures against source documents and flags missing forms and prior-year discrepancies.checked 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.checked 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.checked 4 Oct 2026
- Supported forms
- Filed lists 1040, 1041, 1065, 1120, 1120-S, and 990, plus supporting schedules.checked 4 Oct 2026
- Tax preparation
- Filed reads source documents and enters data into tax software, in batches or line by line.checked 4 Oct 2026
- Tax software integrations
- Listed tax software includes Drake, CCH Axcess, UltraTax, Lacerte, ProConnect, and GoSystem Tax RS.checked 4 Oct 2026
- Workpapers
- Filed creates leadsheets tied to source documents and organizes return documents into searchable digital binders.checked 4 Oct 2026
Money
- Tax planning
- The AI Tax Planner supports multi-year scenario planning and evaluates more than 120 strategies automatically.checked 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.checked 4 Oct 2026
