Filed
AI-powered tax automation platform for CPAs and accounting firms.
Executive Summary
Filed is an AI-powered tax automation platform designed for CPAs and accounting firms of all sizes. It transforms how firms prepare tax returns by eliminating manual work and streamlining compliance throughout tax season. The platform ingests client data, automates data entry and validation, and leverages AI for return preparation. It also includes a robust review framework to ensure accuracy and efficiency in tax compliance.
Use Cases
- Streamlining tax compliance for accounting firms
- Automating client data extraction and validation
- AI-powered preparation of tax returns
- Implementing a robust review framework for tax documents
- Eliminating manual data entry and repetitive tasks during tax season
Features
Intelligence
- Automated Client Data Extraction: Automatically extracts and ingests client data from various sources, eliminating manual data entry.
- AI-powered Return Preparation: Utilizes AI to prepare tax returns, streamlining the process and reducing human error.
- Data Validation: Performs automated validation of client data to ensure accuracy and compliance.
Technical Specifications
- Deployment
- SaaS
Pricing
- Target Customer
- SMB,Mid-Market,Enterprise
Ratings & Reviews
G2: 5.0/5/5
About Filed
Filed is an AI-powered tax preparation platform designed for accounting firms. It helps firms streamline tax season by automating prep, reducing review time, and freeing teams for higher-value work.