Description
Filed is an AI-driven tax software platform specifically designed for accounting firms. It automates the process of reading client source documents, preparing tax returns, and conducting line-by-line reviews. The platform is SOC 2 Type II certified, ensuring high standards of security and compliance. Filed's AI technology cross-references source documents with tax returns to catch errors that traditional tax software might miss, providing a comprehensive solution for tax preparation, review, and advisory services.
The platform supports a wide range of tax forms, including 1040, 1041, 1065, 1120, 1120-S, and 990, and integrates seamlessly with popular tax software like Drake, CCH Axcess, UltraTax, Lacerte, ProConnect, and ProSeries. Filed's unique document-first architecture ensures that every recommendation is backed by actual return data, enhancing the accuracy and reliability of tax filings.
Filed offers two pricing plans: Pro and Enterprise. Both plans provide full access to the Filed platform, including AI Tax Prep, Reviewer, Tax Planner, Leadsheets, Binders, and Prowork. The Enterprise plan includes additional features such as a dedicated account manager, on-premise deployment options, and advanced security measures like SSO and SCIM. Pricing is customized based on the firm's client book and is determined during a 30-minute discovery call.
The platform's AI Tax Planner evaluates over 120 tax strategies, generating client-ready plans with full citations. Filed also offers a 60-day money-back guarantee, allowing firms to try the platform risk-free. The onboarding process is structured over eight weeks, ensuring that all firm roles are trained and the platform is fully integrated into the firm's workflow.
Filed's AI technology scored 94% line-by-line accuracy on the TaxCalcBench benchmark, significantly outperforming general-purpose AI models. This high level of accuracy reduces the time spent on manual data entry and allows tax professionals to focus on judgment and advisory work. Filed is designed to elevate the modern tax professional, providing a new kind of leverage during tax season.
Filed AI Tax Software's Core Features
AI-driven tax preparation and review
SOC 2 Type II certified for security
Integrates with popular tax software
Supports multiple tax forms
Document-first architecture
120+ tax strategy evaluations
Custom pricing based on client book
60-day money-back guarantee
Structured 8-week onboarding
94% line-by-line accuracy
How to use Filed AI Tax Software?
Configure: Set up Filed with your existing tax software
Use: Automate document reading and tax preparation
Review: Conduct line-by-line reviews with AI assistance
Optimize: Implement tax strategies and advisory opportunities
Filed AI Tax Software's Use Cases
- Tax Preparation
- Tax Review
- Tax Advisory
- Error Detection
- Strategy Evaluation