Filed Social

Filed provides an intelligent tax workspace that transforms tax preparation and review workflows for accounting firms by integrating AI automation directly into existing software systems. The platform extracts and organizes client documents securely, automatically applying firm-specific logic and preferences to generate review-ready returns. Its AI-powered tax prep reduces manual data entry, flags discrepancies, and ensures compliance with CPA-audited accuracy checks. Reviewers can perform quality checks in approximately 15 minutes per return, significantly accelerating firm throughput while maintaining precision. Filed also includes advisory capabilities, generating same-day tax planning reports from prepared returns, enabling firms to provide higher-value guidance to clients. Security is prioritized with anonymized data handling, encryption, SOC 2 Type II compliance, and strict role-based access controls. The platform supports unlimited binders and storage, multi-user collaboration, and seamless integration with leading tax software such as Drake, ProConnect, CCH Axcess, and UltraTax, along with document management systems like SmartVault, Dropbox, Box, SharePoint, and Google Drive. Filed’s credit-based pricing allows flexible usage, enabling firms to scale efficiently without increasing headcount.