Filed
Filed is AI tax preparation and review software for accounting firms. It reads client source documents and enters the data into individual, partnership, corporate, trust and nonprofit returns inside the firm's existing tax software. It then checks prepared returns against the source documents and offers a planning tool that ties suggested strategies to return figures.
What the AI does
- Reads client source documents and populates 1040, 1065, 1120, 1120-S, 1041 and 990 returns in the firm's tax software
- Cross-checks return figures against source documents to catch issues such as transposed numbers, missing K-1 entries or dropped schedules
- Tax planning tool that evaluates strategies against the return and cites the figures behind each suggestion
- Sorts and checks incoming client documents into a binder
Summarized from filed.com.
Facts, checked against the source
- Category
- Tax preparationSource: filed.com (opens in a new tab)
- Built for
- CPA firmsSource: filed.com (opens in a new tab)
- Ledger integrations
- QuickBooks Online, NetSuiteAlso documents: CCH Axcess, UltraTax, Lacerte, Drake, ProConnect, GoSystem Tax RS, Karbon, TaxDome.Source: filed.com (opens in a new tab)
- Pricing
- Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
- Free plan
- NoThe vendor's pricing shows no free plan.Source: filed.com (opens in a new tab)
- SOC 2
- Type IISource: trust.filed.com (opens in a new tab)
- Trains on customer data
- NoFiled's trust center says client data is never used to train its AI models, and the homepage says data is never used to train shared models.Source: filed.com (opens in a new tab)
- Human review
- Human reviewFiled prepares returns as drafts for the firm's reviewers, and its trust center says some ultra-complex or edge-case returns are also checked by Filed's internal tax professionals before being marked reviewer-ready.Source: filed.com (opens in a new tab)
- Company
- Privately heldSource: filed.com (opens in a new tab)
- Funding
- Last round: Pre-seed and Seed, $17.2M, May 21, 2025Investors named: Northzone, Neo, Raine, Day One Ventures, J Ventures, Greens VenturesSource: filed.com (opens in a new tab)
- Checked against the linked official source on the date shown.
- Unconfirmed: we could not find an official statement.
Funding rounds
| Announced | Round | Amount | Led by | Source |
|---|---|---|---|---|
| May 21, 2025 | Pre-seed and Seed | $17.2M | Not named | filed.com |
Sources
Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.
- www.filed.com
- www.filed.com/pricing
- www.filed.com/integrations
- www.filed.com/trust-center
- trust.filed.com/
- www.filed.com/privacy-policy
- www.filed.com/about
- www.filed.com/newsroom
- www.filed.com/newsroom/filed-raises-17-2m-to-power-modern-accountants
- www.filed.com/newsroom/we-are-backed-by-neo-com
- www.filed.com/newsroom/numiro-rebrands-as-filed
- www.filed.com/newsroom/filed-achieves-soc-2-compliance-reinforcing-commitment-to-security-and-trust
- careers.filed.com/
No changes logged since this listing was published. Changes and corrections are recorded in the changelog.
Filed questions
- Does Filed train AI on customer data?
- Filed's published policy says customer data is not used to train AI models. Filed's trust center says client data is never used to train its AI models, and the homepage says data is never used to train shared models.
- Does Filed have SOC 2?
- Filed states that it holds a SOC 2 Type II report.
- Which accounting systems does Filed integrate with?
- Filed documents integrations with QuickBooks Online and NetSuite.
- How much does Filed cost?
- Filed does not publish prices; pricing is by quote.
- What are alternatives to Filed?
- Other tax preparation tools in this directory include Black Ore, Juno, Keeper, SurePrep and Aiwyn.