Filed
Filed is an AI-powered tax automation platform that helps US accounting firms prepare, review, and plan tax returns faster. It serves CPA practices with AI-driven data entry, automated quality review, and evidence-based tax planning integrated directly into existing tax software.
- Company typePrivate
- Founded2024
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Filed does
Filed is an AI-powered tax automation platform built for accounting firms and CPA practices in the United States. Its core product comprises three integrated modules — Tax Preparation (AI reads source documents such as W-2s, 1099s, and K-1s and populates returns directly inside existing tax software), Review (automated quality review that cross-checks every figure against source documents to detect transposed numbers, missing K-1 entries, and dropped schedules before a human reviewer opens the file), and Tax Planner (evaluates 120+ tax strategies automatically, running projections and citing every number for evidence-based planning). Supporting modules include 1065 partnership return automation with K-1 generation, 1120-S S-corp automation with K-1 flow-through, and Prowork (AI assistance embedded inside existing tax tools). A GraphQL API at gateway.filed.com/graphql enables integrations with major US professional tax software (ProConnect, CCH Axcess, Drake, UltraTax, Lacerte) and practice management platforms (Canopy, TaxDome, Karbon), plus document sources including Google Drive and SharePoint.
Underlying technology centers on domain-specific AI for tax workflows, a GraphQL API architecture with JWT authentication, a TUS resumable upload protocol for reliable document imports, and observability via OpenTelemetry and Sentry. The platform is SOC 2 Type II certified, SOC 3 available, and IRS 7216 compliant, with US-based data processing, SSO, role-based access controls, MFA, and audit logging. Per the company, customer data is not used to train shared models, so each firm's accumulated corrections and decisions remain private and compound within the firm over time.
Filed operates a SaaS subscription model with monthly billing and undisclosed contact-based pricing, supplemented by a free trial and a 60-day money-back guarantee. Go-to-market is sales-led via 'Get a demo' CTAs and an early-access pilot program, combined with channel partnerships: Canopy embeds Filed as the 'Smart Prep' feature in its practice management platform (pilot stage, broader rollout after the 2026 tax season), and Verito bundles Filed with its private cloud hosting under an 'Advisory-Ready Infrastructure' partnership. The company was founded in 2024 by CEO Leroy Kerry, is legally Filed, Inc. (California), and has raised $17.2 million in seed funding from Northzone (lead), Day One Ventures, and Neo. It was selected for the 2025 AICPA/CPA.com Startup Accelerator and serves a customer base that includes Paramount Tax & Accounting, JCG Tax, Track, and other SMB and mid-market CPA firms.
Filed firmographics
Firmographics- Name
- Filed
- Legal name
- Filed Inc.
- Website
- https://filed.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Filed is an AI-powered tax automation platform that helps US accounting firms prepare, review, and plan tax returns faster. It serves CPA practices with AI-driven data entry, automated quality review, and evidence-based tax planning integrated directly into existing tax software.
- Ownership category
- akta.pro rank
Filed industry classification
Industry- Product category
- AI Tax Preparation Software
- NAICS
- Software Publishers (513210), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- SIC
- Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
- akta.pro secondary industry
- Tax Planning & Personal Tax Optimization Tools (FSAGADAJ)
Keywords
Where Filed is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Filed business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription: Filed operates as a SaaS platform for accounting firms with subscription-based pricing. The platform offers modules including Tax Preparation, Review, Tax Planner, and Integrations. All purchases are non-refundable per terms of service, with 60-day money-back guarantee mentioned on the website.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Subscription-based SaaS with multiple product modules |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels5 records
Filed product offering
Product offeringCore offering
Filed is an AI-powered tax automation SaaS platform that reads source documents, populates tax returns, and performs automated quality review directly inside existing tax software. It serves accounting firms with modules for Tax Preparation, Review (anomaly detection), Tax Planner (strategy evaluation), and integration with practice management and tax software ecosystems.
Product overview
Filed is an AI-powered tax automation platform consisting of a unified core product with multiple integrated modules. The platform centers on three main components: Tax Preparation (AI-powered data entry that reads source documents and populates returns), Review (automated quality review with anomaly detection that learns firm practices), and Tax Planner (evidence-based planning evaluating 120+ strategies). Supporting modules include 1065 Automation and 1120-S Automation for partnership and S-corp returns, Prowork for AI assistance within existing tools, and Prep by Form (upcoming). The company also offers an AI Tax Specialist Course in partnership with Miles Masterclass for professional development. The platform integrates with practice management systems and tax software, positioning itself as the AI layer that works inside existing accounting workflows.
Differentiator
Problem solved
Functional benefit
Brands
- Prowork: AI assistance inside the tools you already use
- Smart Prep
- AI Tax Specialist Course
Products and services
- Tax Preparation AI-powered tax return data entry module that reads source documents (W-2s, 1099s, K-1s), extracts values, and populates returns directly inside existing tax software, allowing teams to review a draft instead of keying from scratch. Built for accounting firms and CPA practices.
- Review Automated quality review module that cross-checks every figure against source documents, identifying transposed numbers, missing K-1 entries, and dropped schedules before the reviewer opens the file. Self-corrects and learns the firm's specific practices over time. Targeted at accounting firms.
- Tax Planner Evidence-based tax planning module that automatically evaluates 120+ strategies by reading return data, running projections, and citing every number. Transforms compliance work into advisory revenue opportunities. Built for CPA firms.
- Integrations Integration layer connecting Filed's AI platform with existing tax software (ProConnect, CCH Axcess, Drake, UltraTax, Lacerte) and practice management platforms (Canopy, TaxDome, Karbon). Enables AI to work inside the firm's existing tools.
- Prowork AI assistance embedded inside existing tax tools, providing AI-powered support and automation within the workflows accountants already use. Offered to accounting professionals.
- 1065 Automation Partnership returns automation module with K-1 generation, enabling firms to process partnership (1065) tax returns with automated data entry and schedule generation. Targeted at accounting firms.
- 1120-S Automation S-corporation returns automation module with K-1 flow-through, streamlining S-corp (1120-S) tax preparation with automated schedule generation. Built for accounting firms.
- AI Tax Specialist Course Professional training program developed in partnership with Miles Masterclass, teaching tax professionals how to configure and work with AI inside their practice. Covers security & compliance, AI-enabled workflow design, automation tools, applied tax engineering, ethics and oversight. CPE-eligible with LinkedIn credential awarded on completion.
Quantifiable outcome
- Reduces tax preparation time by 40-80%
- +2 more outcomes
Companies that use Filed
Customer profileNamed customers10 records
Segments2 records
Ideal customer profiles2 records
Filed technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability7 records
Feature6 records
Filed partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and flagship.
- VeritocoreVerito, the top-rated cloud hosting provider for accounting firms ranked #1 by G2 in 18 categories, announced a strategic partnership with Filed to create Advisory-Ready Infrastructure. The partnership combines Filed's AI automation with Verito's private cloud hosting, offering preferential pricing to each other's clients and enabling accounting firms to shift from manual data entry to higher-margin advisory services. Verito reports 1,000+ clients and 100% uptime since 2016.
- CanopycoreCanopy, an all-in-one practice management platform for accounting firms, integrated AI-powered tax preparation into its platform through a partnership with Filed. The new Smart Prep feature builds on Canopy's existing Smart Intake to reduce manual work, minimize rekeying of client information, and streamline the path from intake to review-ready tax returns. The integration is currently in pilot and will be more broadly available after the 2026 tax season, initially supporting basic and advanced 1040 returns.
- AICPAflagshipFiled is backed by the AICPA through selection for the 2025 AICPA/CPA.com Startup Accelerator. This provides official recognition and credibility within the accounting profession, signaling that the platform meets professional standards for tax preparation.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
Filed competitors and assessment
Company assessmentDirect peers
- Intuit ProConnect: Intuit's professional tax preparation software for accountants, one of the platforms Filed integrates with. Intuit has been actively building AI features (Intuit Assist) directly into ProConnect, making it both a distribution channel and a direct competitive threat to Filed's AI layer.
- Wolters Kluwer CCH Axcess: Enterprise-grade tax preparation platform used by larger accounting firms. Filed integrates with CCH Axcess but Wolters Kluwer is also embedding AI features directly into the platform, positioning it as both a partner and a direct competitor in the AI tax automation layer.
- Thomson Reuters UltraTax: Long-established professional tax software from Thomson Reuters. Filed integrates with UltraTax via its GraphQL API, but Thomson Reuters has the resources and customer base to introduce its own AI preparation features that could compete with Filed.
- Drake Software: Tax preparation software widely used by small and mid-sized accounting firms. Filed integrates with Drake and is a direct competitor in serving the same SMB-to-mid-market firm segment that Drake has historically dominated.
- Lacerte: Intuit's high-end professional tax software for larger practices. Filed integrates with Lacerte to add AI capabilities, but Lacerte's incumbency with larger firms means Intuit could absorb Filed's functionality natively and squeeze out the integration.
- Canopy: All-in-one practice management platform for accounting firms and Filed's flagship channel partner. Canopy's 'Smart Prep' feature is powered by Filed, but as a practice management platform with adjacent tax workflow ambitions, Canopy is also a competitive adjacent player.
Emerging players
- TaxDome: Practice management and workflow platform for accounting firms that increasingly bundles tax workflow tools. Listed as a Filed integration partner but also competes for the same firm-level workflow consolidation budget.
- Karbon: Practice management workflow platform for accounting firms. Listed as a Filed integration partner but also represents a competitive practice management layer that could expand into AI-powered tax preparation capabilities.
- Botkeeper: AI-powered bookkeeping and accounting automation for firms and SMBs. While primarily focused on bookkeeping rather than tax preparation, Botkeeper represents an adjacent AI-for-accountants play that may extend into the tax preparation category.
- Puzzle: AI-native accounting platform targeted at modern accounting firms, with an ambitious roadmap covering bookkeeping, tax, and advisory workflows. Represents a potential future end-to-end AI competitor to Filed's tax-only vertical.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Filed social profiles
Digital presenceFiled compliance and trust
Trust signalCompliance4 records
Filed financial estimates
Financial estimateRevenue estimate
Valuation estimate
Filed leadership team
Management profileNumber of profiles
Profiles2 records
Filed funding detail
Funding detailFunding overview
Funding rounds3 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Filed M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Filed
What does Filed do?
Filed is an AI-powered tax automation SaaS platform that reads source documents, populates tax returns, and performs automated quality review directly inside existing tax software. It serves accounting firms with modules for Tax Preparation, Review (anomaly detection), Tax Planner (strategy evaluation), and integration with practice management and tax software ecosystems.
Is Filed a public or private company?
Filed is a private company. It is classified as venture growth investor backed and is currently operating.
When was Filed founded?
Filed was founded in 2024. It employs 11 to 50 people.
Where is Filed based?
Filed is headquartered in New York, United States, in the North America region.
How does Filed make money?
One revenue line is on record: saaS Subscription.
Who are Filed's main competitors?
Direct peers on record are Intuit ProConnect, Wolters Kluwer CCH Axcess, Thomson Reuters UltraTax, Drake Software, Lacerte and Canopy. Emerging players are TaxDome, Karbon, Botkeeper and Puzzle.
Does Filed have an API?
Yes. Filed offers a GraphQL API (https://gateway.filed.com/graphql) for partners and customers to integrate tax preparation workflows. The API supports workspace management, provider connections, client management, tax prep import processing, and file operations. Authentication uses JWT Bearer tokens with a required source-platform header. Separate upload endpoints exist for partners (https://partner-upload.filed.com/upload) and customers (https://upload-proxy.filed.com/upload). Partners have access to all workspaces created under their account and can manage multiple tax firm customers from a single authenticated session. The API documentation is available at https://docs.filed.com/ with guides for customer integration, partner integration, and tax prep integration patterns. Developer documentation is at docs.filed.com.
What industry is Filed in?
Filed's product category is AI Tax Preparation Software. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance, with a secondary code of FSAGADAJ, Tax Planning & Personal Tax Optimization Tools. Its NAICS code is 513210 and its SIC code is 7374.