Filed provides an AI‑powered tax workspace that integrates with practice‑management platforms and major tax engines to automatically ingest client documents, build a contextual graph, and generate review‑ready drafts with built‑in quality checks. The system flags anomalies, suggests tax strategies, and maintains SOC 2‑certified security and compliance, enabling CPA firms to increase throughput without adding headcount. Pricing is subscription‑based via a credit model.
Funding
Funding not disclosed
Founders
Product
Problem
Tax preparation workflows are dominated by manual data entry, repetitive document handling, and fragmented software stacks, which limit firm capacity and increase the risk of errors during busy seasons. CPA firms also struggle to maintain compliance and data security while integrating new tools into legacy practice‑management and tax‑software systems.
Solution
Filed delivers an Intelligent Tax Workspace that plugs directly into existing practice‑management platforms (Karbon, Canopy, TaxDome, etc.) and major tax engines (Drake, UltraTax, ProConnect, CCH Axcess). Its AI pipeline extracts data from client documents, builds a contextual graph of the return, and applies firm‑specific logic to generate a draft that is review‑ready. The system flags anomalies, missing schedules, and high‑impact tax strategies, allowing senior reviewers to focus on advisory work rather than rote entry. All processing runs on SOC 2‑certified Azure infrastructure with end‑to‑end encryption and role‑based access controls, ensuring compliance with IRS 7216 and data‑privacy regulations. A credit‑based pricing model lets firms scale capacity without adding headcount, while unlimited binder storage and audit‑trail logging preserve traceability.
Target Audience
The platform is built for CPA firms and tax departments of accounting practices of all sizes that use standard tax software and need to boost throughput while maintaining compliance. It also serves offshore or distributed tax teams that require a consistent, secure workflow.
Features
- AI‑driven document ingestion that parses PDFs, images, and scanned forms into a structured “Context Graph” linking every line item to its source.
- Multi‑agent reasoning architecture (research, strategy, quantitative, risk agents) that evaluates 120+ tax strategies and produces evidence‑backed recommendations.
- Seamless two‑way integration with practice‑management tools (Karbon, Canopy, Financial Cents, Truss, Verito) and tax software via secure APIs, eliminating data silos.
- Built‑in Reviewer safety net that performs a 15‑minute quality check, flags low‑confidence entries, and surfaces them for human oversight.
- Tax Planner module that auto‑generates client‑ready advisory reports with scenario simulation (e.g., QBI, entity restructuring) and embedded citations.
- SOC 2 Type II compliance, U.S. data residency, bank‑grade encryption in transit and at rest, and automated PII anonymization before AI processing.
- Credit system (0.5–2 credits per return based on complexity) with rollover caps and volume‑discount tiers, supporting both monthly and annual contracts.