Filed review
A deep AI review and planning platform for firms managing complex tax workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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 pros and cons
- 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
Filed fact sheet, pricing and score →
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