Accountants & firms
✦ AI-native
United States
Accountants
About Filed
Products: AI Tax Prep, AI Reviewer, AI Tax Planner (120+ strategies), Leadsheets, Binders, Prowork. Supports 1040, 1041, 1065, 1120, 1120-S, 990. PMS/DMS integrations include Canopy, Karbon, TaxDome, Financial Cents, Drive/SharePoint/Box/Dropbox/SmartVault. SOC 2 Type II; US data processing; claims data not used to train shared models.
Flat monthly plan scoped to firm book (all products; no per-seat/per-return/per-credit); dollars set on discovery call; 60-day money-back. **HQ thin:** no city printed on official About/FAQ — leave unknown.
Document-first AI prep/review/planner; TaxCalcBench claim 94% line-by-line vs chatbots 23–42%; Firm Memory learns firm corrections (✦).
Highlights
- Works inside Drake, CCH Axcess, UltraTax, Lacerte, ProConnect
- Entity coverage: 1040, 1041, 1065, 1120, 1120-S, 990
- Flat monthly firm plan; no per-return credits; price on discovery call