Filed

What is Filed?

Filed is AI tax preparation and review software for accounting firms. It works inside CCH Axcess, UltraTax, Lacerte, Drake and ProConnect.

Who it's for

Accounting firms preparing 1040, 1065, 1120, 1120-S, 1041 and 990 returns.

Key features

• AI tax prep from source documents
• AI reviewer
• AI tax planner
• Leadsheets and binders
• Source links behind every figure

Integrations

• CCH Axcess
• UltraTax
• Lacerte
• Drake
• ProConnect
• Excel
• Karbon
• Canopy

Pricing

Custom monthly pricing scoped to the client book (from the vendor's public pages, October 2026; confirm with the vendor)

Pros and cons

Pros

• Broad tax software integrations and source-linked review are strengths. ^[5]
• Vendor says it provides audit trails and firm-specific learning. ^[6]
• Includes tax planning tools. ^[5]

Cons

• Pricing is opaque and firm-wide, with an eight-week onboarding commitment. ^[7]
• Practitioners report extraction errors with prior-year data and multi-state K-1s, so human review remains essential. ^[8]
• Some practitioners report costly contracts and implementation issues. ^[8]

Summarized from public reviews and reporting; not a hands-on test.

Sources

1. https://filed.com
2. https://filed.com/integrations
3. https://filed.com/features
4. https://filed.com/pricing
5. https://www.itechguides.com/best/ai-tax-software/filed/
6. https://docs.filed.com/reference/support/frequently-asked-questions
7. https://zekaiwork.com/ai-tools/filed/
8. https://www.reddit.com/r/taxpros/comments/1v8d43m/anyone_ever_used_filed/

Last checked: 2026-10-16