Filed
Filed: A deep AI review and planning platform for firms managing complex tax workflows. Ranked #22 of 32 in AI Tax Software by our editors (6.2/10); pricing: Pricing on request; best for tax firms needing deep review automation.
At a glance
- Editor score6.2 / 10
- PricingPricing on request
- Best forTax firms needing deep review automation
- Free planNo
- Taxpayer typesBoth
- Facts checked22 Sep 2026
Where it wins
- Extracts data from diverse tax and financial documents
- Links return issues to source documents for review
- Connects with major tax, practice, and office tools
Where it doesn't
- Pricing requires a custom sales conversation
- No free plan is offered
- Human review and sign-off remain part of the workflow
Our verdict on Filed
Filed is an AI tax platform for accounting firms handling individual, business, fiduciary, and exempt-organization returns. It extracts figures from W-2s, 1099s, K-1s, trial balances, and bank statements, then supports bulk or line-by-line return drafting inside existing tax software. Its workflow also covers source-linked review, issue flagging, automated review leadsheets, digital tax binders, workpapers, and firm-specific rules with persistent memory. Human review and sign-off remain part of the process, making Filed a fit for firms that want to expand review automation without removing professional oversight.
The platform’s strongest angle is the breadth of its review and planning work. AI tax planning evaluates more than 120 strategies, while source-linked checks connect prepared returns with supporting documents. Filed also adds an embedded sidebar and plugins for tax software, Excel, and Outlook. Integrations include Drake, CCH Axcess, UltraTax, Lacerte, ProConnect, GoSystem Tax RS, Canopy, Karbon, TaxDome, Google Drive, SharePoint, OneDrive, QuickBooks Online, Excel, and Outlook. That combination suits firms building a connected preparation, review, and planning workflow across existing systems.
Pricing is custom and based on taxpayer volume. The Pro plan includes full platform access, unlimited seats, firm-wide taxpayer coverage, eight-week onboarding, quarterly reviews, and a 60-day money-back guarantee. Enterprise adds a dedicated account manager, a six-hour support SLA, on-premise deployment, SSO and SCIM, plus custom integrations and API access. Filed should appeal to tax firms that value document extraction, detailed review, planning depth, and broad integrations. Firms seeking transparent self-serve pricing or a free starting tier should look elsewhere.
Filed pricing
All 2 Filed plans and prices →
Filed fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Taxpayer types | Both |
| AI tax guidance | Yes |
| Document import | Yes |
| Deduction finding | Yes |
| Expert review | Yes |
| Filing support | Not verified |
| Return limit | Not verified |
| Money-back guarantee | 60 days |
| Deployment | Cloud, Self-hosted |
| Platforms | Web |
| Compliance & security | SOC 2, GDPR, SSO/SAML |
| Support | Email, Docs |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 17 integrations: Drake, CCH Axcess, UltraTax, Lacerte, ProConnect, GoSystem Tax RS … See all → |
| Pricing | Pricing on request (source) |
| Website | filed.com |
| Facts checked | 22 Sep 2026 |
Filed integrations
Filed lists 17 integrations on its own site.
- Drake
- CCH Axcess
- UltraTax
- Lacerte
- ProConnect
- GoSystem Tax RS
- Canopy
- Karbon
- TaxDome
- Google Drive
- SharePoint
- OneDrive
- Excel
- Outlook
- QuickBooks Online
- NetSuite
- Gmail
Alternatives to Filed
- TurboTaxA mature US tax filing choice with broad support and paid tiers for complex returns.9.3
- H&R Block OnlineA broad filing service for US taxpayers who want online tools plus human help.9.1
- TaxActBroad U.S. filing coverage with web, desktop, and mobile options.8.8
Used Filed? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Filed for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Filed is listed in our AI Tax Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/filed/"><img src="https://www.itechguides.com/best/badge/filed.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. How we rank.
Last updated · How we research and update