• AI Tax Preparer: Automates client data extraction, preparation, and review for tax returns.
• Boosts Efficiency: Enables firms to process up to 3x more returns by reducing manual effort and prep time.
• Ideal for CPAs: Designed specifically for accounting and CPA firms to scale capacity and streamline workflows.

• AI-powered assistant that answers complex tax questions in seconds.
• Automates tax research, memo drafting, and document analysis for accountants.
• Ideal for tax firms, businesses, and finance teams seeking 10× productivity.
• Free 14-day trial; custom pricing available for firms and enterprises.

Filed is an AI-powered tax preparation platform designed for accounting and CPA firms. It solves the core problem of manual, time-consuming tax preparation by automating the entire workflow, from client data extraction to generating review-ready returns. The tool functions as an AI tax preparer, accurately extracting and organizing data from client uploads, applying the firm's specific logic and templates, and integrating with existing tax software. This allows tax professionals to significantly increase their capacity, reduce preparation time, and focus on high-value review and advisory services instead of manual data entry.

• CPA Firms: Firms of all sizes looking to automate tax preparation and increase efficiency during tax season.
• High-Volume Tax Preparers: Professionals or firms that handle a large number of returns (e.g., over 2,000 a year) and need to scale their capacity.
• Accounting Teams with Offshore Staff: Firms that utilize offshore teams can use Filed to standardize processes and maintain control over quality.
• Managing Partners: Firm leaders aiming to reduce manual labor, cut down on staffing costs, and focus their teams on higher-value advisory services.

• Scaling Tax Season Capacity: Process a significantly higher volume of tax returns during peak seasons without hiring additional temporary staff.
• Automating Repetitive Data Entry: Eliminate the manual task of typing in data from W-2s and other client documents, freeing up preparers for more complex work.
• Standardizing Preparation Quality: Apply consistent firm-wide rules, templates, and logic to every return, improving accuracy and reducing errors.
• Streamlining Offshore Collaboration: Provide offshore teams with a secure, integrated platform that maintains firm standards and control over the final product.
• Reducing Senior Reviewer Burden: Allow senior staff and CPAs to move from re-doing returns to true reviewing, focusing on anomalies flagged by the AI and complex advisory tasks.

• Drastically Reduces Prep Time: Firms report processing up to 3x more returns without adding staff.
• Learns Firm Preferences: The AI adapts to your firm's specific logic, templates, and prior-year data, improving with each season.
• Seamless Integration: Works directly with existing tax software stacks, minimizing workflow disruption.
• High Security Standards: SOC2 and 7216 compliant, ensuring sensitive client data is protected without extra paperwork.
• Built-in Review Checks: Automatically flags anomalies and potential errors, streamlining the senior review process.

• Opaque Pricing: Pricing details are not available on the website, requiring potential customers to contact the company for a quote.
• Early Access Program: Full access is currently limited to a 'Design Partner program,' which may indicate the product is still in a developmental phase and not yet generally available.
• Potential Onboarding Time: Integrating the system and training it on a firm's specific logic and preferences may require an initial time investment from the team.

• Automated Data Extraction: The AI accurately and securely extracts client data from uploaded documents, turning raw information into structured, review-ready returns and eliminating manual entry.
• Firm-Specific Logic Application: Filed learns your firm's unique workflows, applying your specific preferences, templates, and prior-year logic to prepare returns with speed and consistency.
• Integrated Review & Validation: The platform includes built-in checks that apply review logic, automatically flag anomalies, and surface important items, allowing your team to focus on final review rather than manual checks.

TaxGPT is an AI tax assistant that leverages proprietary large language models trained on millions of IRS documents, regulations, and CPA-verified sources. The platform accelerates tax research, automatically drafts memos and client communications, and reviews returns for errors, enabling accounting firms and in-house finance teams to cut research time by up to 99%. It belongs to the AI Tax Research & Compliance category.

• AI-Powered Tax Research – Instantly retrieve authoritative answers to complex federal and state tax questions, backed by citations to primary sources.
• Memo & Letter Drafting – Automatically generate tax memos, IRS notice responses, and client emails to streamline communication workflows.
• Document Analysis – Upload and analyze 1,000+ tax forms; receive summaries and flagged issues in seconds.
• Agent Andrew Review Tool – AI audits 1040, 1065, 1120, 1120-S, and more, highlighting red, yellow, and green flags for error detection and savings opportunities.
• Client Profiles & Management – Centralize client data, documents, and conversation history in a single secure hub.
• Embedding & API Access – Integrate TaxGPT’s chatbot into websites or internal systems to provide 24/7 tax guidance.
• Enterprise-Grade Security – Data encrypted at rest and in transit on AWS and Azure, meeting industry standards for confidentiality.

• Certified Public Accountants (CPAs) and Enrolled Agents
• Tax & accounting firms of all sizes
• Corporate finance and in-house tax departments
• Small-business owners seeking self-service tax guidance
• SaaS product teams that want to embed tax Q&A into their apps

• Rapidly answering complex multi-state tax nexus questions for clients.
• Drafting detailed tax memos and IRS response letters in minutes.
• Automated review of prepared 1040/1120 returns to catch errors and savings.
• Embedding a tax Q&A chatbot on a financial services website to reduce support tickets.
• Summarizing uploaded client tax documents to outline next-step actions.

• Significantly reduces manual tax research time.
• Document flagging tool (Agent Andrew) lowers audit risk.
• Secure, SOC-aligned infrastructure for sensitive data.
• Free trial lets users evaluate value before committing.

• Full pricing not publicly listed—must book a demo for quotes.
• Reliance on AI outputs may still require expert human review.

TaxGPT offers a free 14-day trial for new users. Detailed pricing for professional, business, and enterprise tiers is provided upon request—interested teams can schedule a demo via the official site.