Filed
AI that works inside your existing tax software to prepare returns, review for errors and surface planning.
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About Filed
Filed is an AI layer for tax professionals that operates natively on top of existing tax software, including CCH Axcess, UltraTax, Lacerte and Drake, rather than replacing it. It reads the same source documents a preparer reads, extracts every value, and populates the return directly in the firm's software so staff review a draft instead of keying from scratch.
Its self-correcting review cross-checks each figure against the source document to surface transposed numbers, missing K-1 entries and dropped schedules before a reviewer opens the file, and it evaluates 120+ tax-planning strategies against the actual return data to turn compliance work into advisory revenue.
Filed is SOC 2 Type II certified with SSO, role-based access, MFA, audit logging, encryption at rest and in transit, IRS 7216-compliant workflows and US-based data processing, and is backed by $17.2M in funding.
Key Features
- Operates natively inside CCH Axcess, UltraTax, Lacerte and Drake
- Reads source documents to populate returns and catch transposed numbers or missing schedules
- Automated quality review before sign-off, learning each firm's practice
- 120+ tax-planning strategies evaluated against the actual return; SOC 2 Type II certified
Our in-depth review
Filed is an AI layer that works natively inside the tax software firms already use, CCH Axcess, UltraTax, Lacerte and Drake, reading source documents to populate returns and catch errors. It is SOC2 Type II certified and backed by around $17.2M.
What it does well, on the evidence so far: the key feature is that it lives inside your existing tax software rather than asking you to switch. It reads source documents to fill in returns and flag errors, which targets the slow, error-prone prep stage directly, and SOC2 Type II is a meaningful security credential for handling tax data.
Where to be cautious: it is a newer product, so independent preparer reviews are still limited, and as with any AI on tax returns, the error-catching and population accuracy need validating on your own client work before you lean on it.
Best for: tax firms on CCH Axcess, UltraTax, Lacerte or Drake that want AI to speed up return preparation without changing platforms.
Verdict: a smart, low-friction way to add AI to tax prep precisely because it works inside the tools you already run. Trial it on a batch of returns, check the population accuracy and error catches, and it could take real time out of the prep-and-review grind.
At a glance
- Category
- Tax prep
- Best for
- 2–10 practice
- Editor's score
- 4.4 / 5
- Pricing
- Flat monthly plan scoped to the firm's client book with all products and users included; quoted on a discovery call; 60-day money-back guarantee
- Last verified
- 2026-08-05
A smart, low-friction way to add AI to tax prep because it works inside the software you already run; validate accuracy on a trial batch.
Integrations
- CCH Axcess
- UltraTax
- Lacerte
- Drake
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