Filed

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What Filed is

Filed is an AI tax workflow platform for accounting firms, covering preparation, review, planning, and workpapers. It reads source documents and transfers data into tax software in batches or one line at a time. The AI Reviewer compares return figures with source records, identifying missing forms and prior-year differences. Its AI Tax Planner handles multi-year scenarios and automatically evaluates more than 120 strategies. Filed creates leadsheets connected to source documents and stores return files in searchable digital binders. Listed supported returns include 1040, 1041, 1065, 1120, 1120-S, and 990, plus supporting schedules. Connections include Drake, CCH Axcess, UltraTax, Lacerte, ProConnect, GoSystem Tax RS, QuickBooks Online, Outlook, Excel, Google Sheets, OneDrive, Dropbox, Canopy, Karbon, and TaxDome. An MCP server links the workspace with Claude, ChatGPT, Claude Code, or custom agents. Filed runs on web, macOS, Windows, and through an API. Security features include SOC 2 Type II certification, SSO, MFA, role-based access, audit logging, and encryption.

Who it suits

Filed suits accounting firms handling supported return types that want AI-assisted preparation, review, planning, and searchable workpapers. Its integrations and firm-volume pricing also fit practices choosing tax software and workflow tools.

What it does well

Supports preparation, review, planning, and workpapers
Evaluates more than 120 tax strategies
Creates searchable digital document binders
Integrates with major tax software
Offers SSO, MFA, and audit logging

What to know first

No free plan
Pricing requires a discovery call
Plans are scoped to client volume
U.S.-based processing and storage

Plans

Plan	Billed and limits	Price
Enterprise	Custom flat monthly plan scoped to the firm's client book · 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	On request
Pro	Flat monthly plan; specific amount set on a discovery call based on client volume · Custom price based on total taxpayers · Full platform · Unlimited seats · Every taxpayer included · 1040, 1065, 1120, 1120-S, 1041, 990	On request

As filed.com lists them, read 4 Oct 2026. The maker's own page has the final word.

Verdict

Filed combines tax preparation automation with review checks, planning scenarios, and organized workpapers. Firms should request pricing and confirm that its supported returns, integrations, and data-location terms fit their practice.

Facts from Filed's own pages

AI connectivity: Filed offers an MCP server that connects its workspace with Claude, ChatGPT, Claude Code, or custom agents. · filed.com, 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. · filed.com, 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. · filed.com, 4 Oct 2026
Other integrations: The integrations page lists tools including QuickBooks Online, Outlook, Excel, Google Sheets, OneDrive, Dropbox, Canopy, Karbon, and TaxDome. · filed.com, 4 Oct 2026
Purpose: Filed provides AI tax preparation, review, planning, and workpaper tools for accounting firms. · filed.com, 4 Oct 2026
Review: The AI Reviewer checks return figures against source documents and flags missing forms and prior-year discrepancies. · filed.com, 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. · filed.com, 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. · filed.com, 4 Oct 2026
Supported forms: Filed lists 1040, 1041, 1065, 1120, 1120-S, and 990, plus supporting schedules. · filed.com, 4 Oct 2026
Tax planning: The AI Tax Planner supports multi-year scenario planning and evaluates more than 120 strategies automatically. · filed.com, 4 Oct 2026
Tax preparation: Filed reads source documents and enters data into tax software, in batches or line by line. · filed.com, 4 Oct 2026
Tax software integrations: Listed tax software includes Drake, CCH Axcess, UltraTax, Lacerte, ProConnect, and GoSystem Tax RS. · filed.com, 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. · filed.com, 4 Oct 2026
Workpapers: Filed creates leadsheets tied to source documents and organizes return documents into searchable digital binders. · filed.com, 4 Oct 2026

Where Filed stands on Freedom251

AI Tax Software#21 of 32