Filed AI features and pricing (October 2026)

Filed is an AI platform that automates tax return preparation for US accounting firms. It reads client documents, enters data into the firm's tax software, reviews returns against the source documents and suggests planning strategies based on the return data.

Filed covers 1040, 1065, 1120-S, 1120, 1041 and 990 returns with full schedule and K-1 support. Its products are Tax Preparation for automated data entry, Review for quality control before sign-off, Tax Planner for evidence-based planning and Prowork for AI assistance inside existing software. Integrations connect tax and practice management tools. Filed says the product was developed together with working tax professionals, and its website names firms such as Paramount Tax, JCG Tax and Smith CPA Group as customers.

• Enters return data from client documentsFiled extracts data from client documents and binders and populates returns directly in the firm's tax software. Preparers spend far less time keying in figures from forms and statements during busy season.
• Checks returns against source documentsIntelligent Review cross-checks figures in the return against the source documents to find transposed numbers, missing K-1 entries and dropped schedules. Reviewers can focus on judgment calls instead of tick-and-tie work.
• Suggests planning strategiesTax Planner evaluates more than 120 strategies automatically and produces recommendations backed by the client's actual return data, with estimated savings. Firms can turn compliance work into advisory conversations with less manual analysis.
• Assists inside existing softwareProwork embeds AI assistance in the tax software a firm already uses, so staff do not need to switch tools. Filed says client data is never used to train shared models.

• Charges a flat monthly fee scoped to the firm's client book, with no per-seat or per-return charges.
• Works inside the firm's existing tax software rather than requiring a new preparation system.
• Offers a 60-day money-back guarantee during the pilot and on-premise deployment on the Enterprise plan.

Filed supports only US tax forms such as 1040, 1065, 1120 and 990 and processes and stores data in the United States.

Filed supports US federal return types only, so check that your mix of 1040, business and nonprofit returns is covered. Confirm which tax software packages it integrates with. Pricing is a flat fee scoped to your client book, so prepare client counts for the discovery call. SSO, SCIM and a custom DPA are Enterprise features, and Filed states that data stays in the United States and follows IRS Section 7216 workflows.

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