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AI tax preparation and review inside existing tax software
Updated
Filed is AI tax preparation and review software for accounting firms. It works inside existing tax software and handles multiple returns at once. The vendor cites firm customers such as AdamsBrown and JCG Tax.
Source documents are read and used to populate returns directly in the firm's tax software. Reviewers then use automated checks and cross-references before sign-off.
CPA and tax firms. The vendor states SOC 2 Type II and ISO/IEC 27001:2022, SSO, MFA, audit logging, U.S.-based processing and that it does not train shared models on customer data.
Filed links a pricing page but lists no prices or free trial on its main page. The calls to action are Book a demo and a weekly live webinar.
Black Ore offers an AI tax preparation platform for firms. Trullion focuses on lease accounting and audit automation. Numeric automates month-end close for finance teams.
Pricing Model
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Starting Price
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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
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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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