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About Filed
Filed is a document management software from Filed that provides organizations with a secure platform for storing, sharing, and managing files. It includes features such as advanced search capabilities, access control settings, and collaboration tools so users can efficiently manage their documents. The software supports different file formats and ensures compliance with data protection regulations. Key capabilities: document storage user permissions version history activity tracking file sharing Best for: businesses and teams that need to manage large volumes of documents while maintaining security and compliance.
Filed Ecommerce, developed by Filed, is an AI-powered tax automation platform tailored for accounting firms and tax professionals managing high volumes of returns. The user interface is sleek, modern, and designed for efficiency. It offers a clean dashboard with intuitive navigation, allowing users to upload documents, track progress, and review returns with minimal friction. The platform’s design emphasizes clarity and control, with built-in checks and anomaly flags that guide users through the review process without overwhelming them. Functionally, Filed Ecommerce stands out for its end-to-end automation of tax preparation. It extracts client data from uploads, applies firm-specific logic, and generates review-ready returns. What sets it apart is its ability to learn and remember firm preferences, thresholds, and prior-year logic, enabling consistent and personalized output. The software also facilitates collaboration across teams, including offshore workflows, with role-based permissions and secure handoffs. Its AI engine performs the heavy lifting, allowing senior staff to focus on high-value tasks rather than manual data entry. In terms of performance, Filed is built for scale. It operates 24/7, handling thousands of returns efficiently without compromising accuracy.
Pros & Cons
- +Automates end‑to‑end prep from intake to review‑ready returns, freeing staff for higher‑value work
- +Applies firm‑specific logic at scale, improving consistency and speed
- +Built‑in checks and anomaly flags reduce errors and rework
- +Enterprise security posture (SOC 2, 7216, Azure US, pen‑tested) suits sensitive tax data
- +Documented customer outcomes show throughput gains during peak seasons
- −Steep learning curve for beginners without prior experience in eCommerce platforms
- −Requires contact to access pricing
- −Specific integration partners are not publicly named
- −Limited public self‑serve documentation/community resources
Features
Key features
- Automated data extraction
- turns client uploads into structured, review‑ready returns
- Firm logic at scale
- applies your templates, thresholds, and preferences automatically
- Built‑in review checks
- flags anomalies and surfaces issues for faster QA
- Seamless integrations
- delivers review‑ready returns into your tax software
- Role‑based collaboration
- supports handoffs, multi‑role workflows, and permissions
- Enterprise‑grade security
- SOC 2, Section 7216 compliant, Azure US hosting, pen‑tested
Additional features
- Capacity scaling
- processes returns 3x faster to handle busy seasons
- Memory at scale
- remembers elections, prior‑year logic, and firm preferences
- 24/7 performance
- continuous operation without downtime or breaks
- CPA‑audited workflows
- continuously audited and trained by human CPAs
- Offshore‑compatible
- fits offshore stacks or supports bringing work in‑house
- Case studies & ROI
- documented reductions in prep time and increased throughput
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About Filed
Filed is a document management software from Filed that provides organizations with a secure platform for storing, sharing, and managing files. It includes features such as advanced search capabilities, access control settings, and collaboration tools so users can efficiently manage their documents. The software supports different file formats and ensures compliance with data protection regulations. Key capabilities: document storage user permissions version history activity tracking file sharing Best for: businesses and teams that need to manage large volumes of documents while maintaining security and compliance.
Filed Details
Filed 's In-App Market Place
Does Filed have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Accepted Payment Currencies
EUR (€), USD ($), SEK (kr)
Pros & Cons
- Automates end‑to‑end prep from intake to review‑ready returns, freeing staff for higher‑value work
- Applies firm‑specific logic at scale, improving consistency and speed
- Built‑in checks and anomaly flags reduce errors and rework
- Enterprise security posture (SOC 2, 7216, Azure US, pen‑tested) suits sensitive tax data
- Documented customer outcomes show throughput gains during peak seasons
- Steep learning curve for beginners without prior experience in eCommerce platforms
- Requires contact to access pricing
- Specific integration partners are not publicly named
- Limited public self‑serve documentation/community resources
Filed 's Support Options
Contact
415 209 5988