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Filed

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Spec score 8.0 #14 of 32 in AI Tax Software

Spec sheet

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

Plans and prices

Enterprise Price not published 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 Read 4 Oct 2026 · filed.com
Pro Price not published 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 Read 4 Oct 2026 · filed.com

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