Filed Review
Filed is AI software for US accounting firms that reads client source documents, drafts and reviews returns inside the firm's existing tax software (CCH Axcess, UltraTax, Lacerte, Drake, ProConnect, GoSystem) and proposes planning strategies, sold as one flat firm-wide plan.
Independently scored, one dimension at a time. Every dimension is sourced, and we say whether a claim is published, reported, or estimated.
The product is AI end to end, and it is one of the few in this lane with public developer docs: a GraphQL API with read-only or read and write keys, signed webhooks, partner OAuth and a hosted MCP server with read and write tools. The MCP endpoint answered with OAuth metadata on 9 October 2026, yet the developer guide still warns that it is not live in production. Accuracy figures (94 percent by line on TaxCalcBench, 64 percent shorter review cycles) are vendor-claimed.
Docs carry connection guides for six tax engines (CCH Axcess, UltraTax CS, Lacerte, Drake, ProConnect, GoSystem Tax RS), seven document stores, Karbon and Canopy, QuickBooks Online and NetSuite, each with read access on and write access as a separate switch. An Excel add-in is listed on Microsoft Marketplace. Gaps: reading return data from Drake is planned but unavailable, Rightworks firms exchange backup files by hand, and only Lacerte supports an in-product restore (checked 9 October 2026).
Filed's trust portal lists SOC 2 Type 1, SOC 2 Type 2 and SOC 3 reports, and the SOC 2 audit by Schellman was announced on 12 August 2025; reports are released under NDA. Docs describe four sign-off levels (L0 to L3) that go stale when a signed item changes, OIDC and SAML single sign-on, and backups taken before and after data entry (checked 9 October 2026). No SOC 1 report is listed and ISO 27001 is marked in progress. Filed does not e-file, offers no accuracy guarantee, and its public terms cap liability at the greater of 100 dollars or six months of fees.
No tax software conversion is needed, and Filed says document and practice management connections take under 30 minutes. Pro includes an 8-week cohort onboarding, though the pricing page starts live testing in week 4 and the FAQ says week 2. Effort depends on the engine: CCH Axcess and ProConnect are cloud connections with a dedicated login, while UltraTax CS, Lacerte and Drake need a Filed desktop app on each Windows machine, and Thomson Reuters Virtual Office is not supported (docs, checked 9 October 2026).
Support runs through an in-app chat widget and email, backed by a help center, a knowledge base and a public status page; the docs promise real-time replies when possible and publish no hours. Enterprise adds a named account manager and a 6-hour SLA, and Pro includes quarterly reviews (pricing page, checked 9 October 2026). Filed announced a CPA as VP of Tax Experience on 22 September 2026 to run onboarding and customer success. A response-time commitment exists only on the Enterprise plan.
The plan covers the whole client book with unlimited seats and no per-return cap, and Filed pitches Prowork at firms filing thousands of returns a year. The limits show up elsewhere: its UltraTax support article (updated early October 2026) says data entry can take well over an hour on larger returns, desktop-based engines need the Filed app on each user's Windows machine, and the API allows 120 requests a minute per key. The status page shows 99.69 percent app uptime for July to October 2026. Filed has run two filing seasons, so its public record at peak is short.
Filed reads and reviews six return types: 1040, 1041, 1065, 1120, 1120-S and 990. Its help center says automated data entry currently runs for 1040 returns only, and its Lacerte and UltraTax support articles list Forms 4562 and 8606, 1040-NR, most international forms and amended returns as unsupported or needing extra review, with multi-state returns on a 2027 roadmap for fuller automation. Filed does not e-file; the firm files from its own tax software. Tax Planner evaluates more than 120 strategies, according to Filed.
Filed publishes the model, a flat monthly plan sized to total taxpayers with unlimited seats, and what each plan includes, but no price for either plan (pricing page, checked 9 October 2026). No Filed benchmark page was found on Vendr or SpendHound on 9 October 2026. A support article updated in early October 2026 says re-run billing depends on the contract, which conflicts with the pricing page, and the public terms let Filed change prices at any time.
AI review and 1040 prep inside six tax engines, with a real API and MCP; quote only, 1040-only entry.
Written by the Audit Friendly research team. No vendor edits, no sponsored placement.
Filed is a layer on top of the tax software a firm already runs. It sorts client documents into a binder, drafts the return, checks a draft against its source documents and proposes planning ideas, all under one flat firm-wide plan. Review is the piece with the fewest caveats: it works on a PDF of any draft return, across 1040, 1041, 1065, 1120, 1120-S and 990. Filed is also unusually open for this lane, with public developer docs, scoped API keys and a hosted MCP server.
The marketing runs ahead of the help center. Filed's own help FAQ says automated data entry currently runs for 1040 returns only, and its support articles list multi-state returns, Forms 4562 and 8606 and most international forms as manual or extra-review work. Pricing is quote only with no public benchmark, and a support article says re-run billing depends on the contract even though the pricing page says re-runs are free. The 94 percent accuracy figure is self-reported on a 51-return benchmark.
Before signing, get the monthly fee, the taxpayer count it assumes and the renewal price for years two and three. Get the list of forms and tax software versions with automated data entry for the coming season, and written confirmation that re-runs and amendments carry no usage charge. Ask for the SOC 2 Type II report under NDA, a liability cap above the six months of fees in the public terms, whether Filed staff review any returns, and how binders and firm protocols are exported on exit.
- A firm with 2,000 to 15,000 returns a year that runs more than one tax engine and wants AI review on top of whatever prepared the return.
- A 1040-heavy practice on CCH Axcess, Lacerte or ProConnect that wants drafts entered into the software it already licenses.
- A firm with an IT lead or developer who wants Claude, ChatGPT or internal scripts to query binders and review items through an API or MCP.
- Firms whose season is mostly 1065, 1120-S or 1120 work and that expect the tool to key those returns: data entry for them is manual today.
- Buyers who need a published per-return price before a sales call; Juno publishes one and Filed does not.
- Practices on Thomson Reuters Virtual Office, which Filed does not support, or multi-state shops expecting hands-off state returns before 2027.
The jobs a tax team actually hires Filed for
Jobs, mapped to how finance teams actually buy.
First-pass review of any draft return against its source documents
AI Review takes a PDF of the draft return and compares it with the W-2s, 1099s, K-1s and prior-year return in the binder. Findings land on leadsheets ranked critical, high, medium or low, each tied to the source page, and reviewers clear them with L1 to L3 sign-offs. It works whoever prepared the return and covers all six return types.
Draft 1040s inside the tax software the firm already licenses
Filed extracts the figures, builds a per-field data-entry plan and drives a bot into CCH Axcess, UltraTax CS, Lacerte, Drake or ProConnect, then verifies what it wrote and flags what it could not enter. A backup is taken before entry. Per the help center, automated entry runs for 1040 returns only; other types stop at prepared entries.
Build the binder and the missing-document list as files arrive
Filed splits multi-form PDFs, names each document by payer and account, files it in return order and lists what is missing based on last year's return. Observations between documents appear in the binder with a link to the figure. Client names must match the tax software exactly for synced folders to attach to the right client.
Turn a finished return into a planning proposal
Tax Planner reads the completed return and its documents, projects savings for each strategy with AMT, NIIT and IRMAA guardrails, and exports a client deck as PDF, Google Slides or PPTX. It is tax-software agnostic because it reads the return itself. The savings figures are projections for a CPA to vet before a client sees them.
Let Claude or ChatGPT query the workspace
A partner can ask which clients still have missing documents or what is open on a return, and the assistant answers from the binder and leadsheets through Filed's GraphQL API. Writes such as notes, flags and run triggers go through the same connection. The developer guide still marks the MCP server as pre-production, so pilot it before relying on it.
Watch the same task in each tool
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Compare on what matters
What it actually costs
Here's what it really costs: published rates where a vendor lists them, aggregated quote data where they don't, plus a path to your own number.
Flat monthly fee based on total taxpayers. Covers 1040, 1065, 1120, 1120-S, 1041 and 990 work with the full platform, Prowork and the Excel add-in, unlimited seats, an 8-week onboarding cohort and quarterly reviews.
Everything in Pro plus a direct account manager with a 6-hour SLA, SSO and SCIM, a custom DPA, on-premise deployment options, multi-office and white-label setups, and full API access.
Filed says the MCP is part of every workspace with no add-on fee. It works for Filed customers only.
The pricing page says late K-1s, amendments and corrections re-run at no extra cost. A support article says treatment depends on the contract, so get it in the order form.
The CCH Axcess connection uses a dedicated firm-owned login with its own CCH Axcess Tax license; Filed's guide says additional fees may apply depending on the firm's CCH plan.
What it actually takes to go live
The site sells 1040, 1065, 1120-S, 1120, 1041 and 990 automation. Filed's help center FAQ (checked 9 October 2026) says automated data entry into tax software currently runs for 1040 returns, and that for other types a preparer adds the prepared entries manually. The Lacerte support article says 1065, 1120-S and 1041 are supported for workpaper extraction only. A Filed blog post of 9 September 2026 says coverage includes 1041 and 990 work, so ask which statement applies to the firm's engine.
The Lacerte support article lists multi-state returns as needing extra human review, with fuller automation on the roadmap for 2027, and names 1040-NR, Forms 4562, 8606, 2555, 5471 and 1040-X among items that are unsupported or need extra review. The UltraTax article (updated early October 2026) says a binder document occasionally fails to reach UltraTax without a clear flag, duplicate mortgage entries have been reported, and data entry can take well over an hour on larger returns. Filed advises a document-by-document check after every run.
The pricing page (checked 9 October 2026) says late K-1s, amendments and corrections re-run at no additional cost. A support article updated in early October 2026 says contracts differ, tells customers not to assume a re-run has the same billing treatment in every workspace, and notes that older agreements used credits. The public terms let Filed change prices at any time and make fees non-refundable. Put the fee, the taxpayer count, re-run treatment and renewal pricing in the order form.
Filed's product page says every MCP capability is live in the connector today. The developer guide, last modified 23 July 2026, warns that the server is not live in production yet. On 9 October 2026 mcp.apps.filed.com returned OAuth metadata, and the setup-guide link on the product page did not load. An unlisted developer recipe for direct reads and writes into CCH Axcess says approval is procedural and replaying an add can duplicate a row. Test with a sandbox workspace first.
The Services License Agreement (updated 17 June 2026) caps direct damages at the greater of 100 dollars or the fees paid in the prior six months, calls AI output a decision-support tool the customer must verify, and sets California law with arbitration in San Francisco. Data is kept at least one year after a firm stops using the product and may be deleted after that. The trust page says some complex returns are reviewed by Filed's internal tax professionals, which matters for a Section 7216 review.
Per Filed's docs (checked 9 October 2026), UltraTax CS, Lacerte and Drake connect through a Filed desktop app that must run on the same Windows machine or terminal session as the tax software, installed for each user. Thomson Reuters Virtual Office is not supported. Rightworks firms on Drake exchange backup files by hand, and reading return data from Drake is planned but unavailable. CCH Axcess needs a dedicated login with its own license. Only Lacerte has an in-product restore.
Scored on what an outside agent can actually reach: the documented API, how it authenticates, and whether the vendor ships an MCP server.
Exists: Yes, first-party and hosted. Filed's developer portal documents a remote MCP server at https://mcp.apps.filed.com/mcp, and the product page says it comes with every workspace at no extra fee. On 9 October 2026 the endpoint was up: it served OAuth metadata and asked unauthenticated callers for a bearer token. The same developer guide, last modified on 23 July 2026 per the sitemap, still carries a warning that the server is not live in production yet, while the marketing page calls every capability live. Filed is absent from the public MCP registry; the FiledProof entries there belong to an unrelated SEC-filings tool.
Scope: Read and write. The guide lists four tools: docs, run_batch_queries (read-only GraphQL, five at a time), run_batch_mutations (writes run in order with no rollback when one fails) and get_file_upload_info. Through them an agent reaches the same GraphQL API an API key does: clients, binder files and missing items, document notes and flags, tax prep and data entry triggers, leadsheets and review items, workpaper bundles, planning runs and playbook skills. Reviewer sign-off writes are part of the documented API, which sits awkwardly beside the marketing line that agents cannot sign off. Filing is out of scope because Filed does not e-file.
Turnkey: Close to it for an existing customer. A user pastes the URL into Claude, ChatGPT developer mode, Claude Code or Codex, signs in, and approves one workspace through OAuth; no API key is needed, and the connection can be revoked on the workspace's Integrations page. The setup-guide link on the product page points to docs.apps.filed.com, an address that served no page on 9 or 11 October 2026; the guide lives on developers.apps.filed.com. Separately, the developer docs describe API keys created per workspace in the web app, read-only or read and write, limited to 120 GraphQL requests per 60 seconds, and a sandbox workspace is available on request. The pricing page lists full API access under the Enterprise plan, so a firm buying Pro should confirm that API keys are included.
In-product AI: the product is the AI. It splits and classifies documents, extracts values, plans data entry, drives a bot into the tax software, reviews a draft against its sources and proposes planning strategies. Filed reports 94 percent line-by-line accuracy and 72.5 percent of complete returns on TaxCalcBench, and says itself that 72.5 percent is not good enough to run unsupervised. Those figures are self-reported: Filed does not appear on Column Tax's public leaderboard. The 64 percent shorter review cycles and 42 minutes saved per return are vendor claims with no published method.
Filed, kept current
Filed says the new role leads customer success, onboarding, solutions engineering and engagement management.
Filed and Crimson Tree Software founded the Alliance and released a free federal 1040 calculation engine under AGPL v3 plus a draft open standard for K-1 and K-3 data. An IRS e-file application for OpenTax is pending, per the release.
A Filed blog post says six capabilities are live in the connector and that it is included with every workspace. The developer guide still carried a not-live-in-production warning on 9 October 2026.
Prowork prepares and reviews returns beside the tax software and builds workpapers in Excel, and stores firm corrections as reusable protocols. Filed claims 64 percent shorter review cycles and 42 minutes saved per return across customers.
Filed announced SOC 2 compliance certified by Schellman, with the report available on request under NDA.
Northzone led the round with Day One Ventures, J Ventures, Neo, Raine and Greens Ventures. Filed said first customers had processed tens of thousands of returns in the first quarter of 2025.
Filed FAQ
Filed does not publish a price. The pricing page (checked 9 October 2026) describes a flat monthly plan sized to the firm's total taxpayers, with unlimited seats and every product included, and the figure is set on a 30-minute discovery call. There are two plans, Pro and Enterprise, both marked Custom.
No public contract benchmark for Filed was found on Vendr or SpendHound on 9 October 2026. As a yardstick, Filed's own blog says published per-return rates in this category cluster between 20 and 45 dollars, and Juno lists 50 dollars a return falling to 45 at volume. Divide the annual quote by the returns the firm expects to run and compare.
Budget separately for a CCH Axcess Tax license for the dedicated Filed login if the firm is on CCH Axcess, and ask for years two and three, since Filed frames the deal as a multi-year partnership.
Filed bills monthly and describes simple annual renewals. The public Services License Agreement (updated 17 June 2026) says cancellation takes effect at the end of the current paid term, fees are non-refundable and prices can change at any time. A signed order form can override these defaults, so negotiate there.
Returns never live only in Filed: drafts are written into the firm's own tax software, and each run stores backups that can be downloaded. Binders, workpaper bundles and client files can also be downloaded. The terms say data is kept for at least one year after a firm stops using the product, and access after cancellation is by request.
Ask how firm protocols, the playbook Filed builds from corrections, are exported, because no public page describes that.
Filed runs an 8-week cohort onboarding on the Pro plan and enrolls all firm roles. The FAQ says live testing on real returns begins in week 2; the pricing page says week 4. The published onboarding plan opens with a self-guided Reviewer trial, which needs only a draft return PDF and source documents.
Filed says document and practice management connections take under 30 minutes. Tax software effort varies: CCH Axcess and ProConnect need a dedicated login, while UltraTax CS, Lacerte and Drake need a Filed desktop app on every user's Windows machine or terminal session.
Every client must already exist as a current-year client in the tax software before Filed can write to it. Plan for a tax partner sponsor, a few champions, a firm administrator and IT time for installs and SSO.
Largely yes, for a firm that is already a customer. Filed documents a hosted MCP server at mcp.apps.filed.com with four tools that run read-only GraphQL queries, run mutations, fetch docs and stage uploads. An agent can list clients, read binders and review items, start prep or planning runs and add notes and flags.
Two cautions as of 9 October 2026. The developer guide still says the server is not live in production, even though the endpoint answers and the product page calls it live. And a connection is approved by one signed-in user for one workspace, and the API it reaches includes reviewer sign-off writes, so decide in policy whether an agent may record sign-offs.
For scripts, there is a documented GraphQL API with workspace-scoped keys, read-only or read and write, limited to 120 requests per 60 seconds, plus signed webhooks. The pricing page (checked 11 October 2026) lists full API access under the Enterprise plan, so a firm buying Pro should confirm that API keys are included.
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