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AI-powered tax preparation
Filed is a tax preparation AI agent offering an AI agent platform that prepares tax returns and workpapers for accounting firms. Filed helps accounting firms and tax preparers automate tax preparation work and get results faster.
Filed takes documents as input and produces tax returns and workpapers. It combines large language models with task-specific AI, with the vendor managing prompts, models and updates. It connects to tools such as CCH Axcess, UltraTax CS, Lacerte and Drake Tax, so the agent works inside existing workflows.
Filed is built for accounting firms and tax preparers. It suits teams that want tax data extraction and return preparation without adding headcount, while keeping people in control of review and final decisions.
Filed is often compared with Black Ore. Filed stands out for tax data extraction and workpaper drafting. The right choice depends on your workflow, integrations and budget, so compare both on a real task.
Pricing Model
Subscription
Starting Price
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Free Options
Free trial
Filed for individuals and growing teams. See filed.com for current pricing.
Filed for larger organizations with security and admin needs. Contact sales for a quote.
| Feature | Pro Popular | Enterprise |
|---|---|---|
| Tax data extraction | , | |
| Return preparation | , | |
| Higher usage limits | , | |
| Integrations | , | |
| Email support | , | |
| Everything in Pro | , | |
| Workpaper drafting | , | |
| Review checklists | , | |
| SSO and admin controls | , | |
| Dedicated support | , |
Other
Finance
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
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