AI tax software that works inside your existing tools to automate return prep, review, and planning for accounting firms.
The only AI that handles multiple returns at once and officially partners with your practice management system.
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See all 93 AI for Accounting, Bookkeeping & Tax tools →For accounting, bookkeeping, and tax professionals in the U.S., Filed is a leading AI tax software because it integrates directly into existing platforms like CCH, UltraTax, and Drake. It automates the full tax lifecycle—from data entry to review and strategic planning—and is SOC 2 Type II certified, ensuring high data security.
Your workflow, automated
Before & After
Staff bogged down by manual data entry and tedious review.
Hours spent keying dataTeam focuses on high-value review and client advisory work.
Returns reviewed per hourTry it with these prompts
Copy any prompt and paste it directly into the tool.
Analyze the provided tax return data to identify and evaluate potential tax-saving strategies. Extract specific numbers and projections for each recommended strategy, ensuring compliance with current regulations. Present…
Read the attached source documents, such as binders and K-1s, and extract all relevant financial data. Populate the tax return form directly within the tax software, ensuring accuracy and completeness for review.
Cross-check every figure in the tax return against the original source documents to identify discrepancies. Flag transposed numbers, missing entries, and dropped schedules for correction before final review.
Trusted by professionals
Works with your existing stack
How it compares
Unlike per-seat AI data entry tools that simply extract data from source documents, Filed is a comprehensive firm-wide platform. While a basic extractor might save time on data entry, Filed aims to transform the entire workflow by integrating review, planning, and a proprietary 'Firm Memory' that learns your practice's nuances. Choose a simpler tool if you only need to accelerate data input for a few preparers. Choose Filed if you're making a strategic investment to automate the entire tax lifecycle, institutionalize firm knowledge, and shift your team's focus to advisory services.
Is it worth it?
Why Accounting, Bookkeeping & Tax choose this tool
Key Use Cases
Filed's strength is its deep integration into existing tax software and its 'Firm Memory' feature, which learns from your team's corrections for a powerful, compounding benefit. This makes it a formidable tool for standardizing quality and efficiency. The primary trade-off is the commitment required; pricing is custom and firm-wide, making it a strategic decision rather than a per-seat tool you can trial casually.
Frequently asked questions
Is Filed AI software available outside the US?
What tax software does Filed integrate with?
Is my firm's data used to train models for other firms?
How is Filed priced?
What compliance certifications does Filed have?
What happens during the onboarding process?
Last reviewed:
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Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.
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Take it with you
- Eliminate manual data entry from tax source documents.
- Implement an AI-powered second reviewer on every return.
- Turn compliance work into high-value advisory revenue.
- Institutionalize your firm's knowledge so it grows every year.
- Understand key security considerations like SOC 2 and IRS 7216.
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About Filed
Full Description
Filed is an AI tax platform for accounting professionals that integrates directly into your existing tax software. It automates data entry from source documents, provides automated quality reviews, and surfaces tax planning strategies, turning compliance work into advisory revenue.
Editorial Verdict
Filed's strength is its deep integration into existing tax software and its 'Firm Memory' feature, which learns from your team's corrections for a powerful, compounding benefit. This makes it a formidable tool for standardizing quality and efficiency. The primary trade-off is the commitment required; pricing is custom and firm-wide, making it a strategic decision rather than a per-seat tool you can trial casually.
