• 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.

• Automates tax preparation, research, and advisory tasks
• Saves tax professionals hours per day
• Provides accurate calculations and recommendations
• Ideal for CPAs and tax firms seeking efficiency

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.

Juno is an AI-powered assistant designed for tax professionals, automating tasks in tax research, preparation, and advisory. It helps accountants and CPAs save time by handling tax calculations, generating projections, entering data from source documents, and checking for errors and inconsistencies. Juno falls under the category of AI Tax Preparation and Advisory Tools.

• Automated Tax Calculations: Juno calculates and compares tax planning scenarios, providing accurate projections and summaries.
• Tax Advisory Assistance: Recommends potential tax strategies tailored to any client by referencing client data.
• Data Entry Automation: Enters data from source documents into returns, saving time on manual data entry.
• Error Detection: Flags errors, inconsistencies, and missing information in tax documents.
• Integration with Tax Software: Pushes source document data directly to your tax software.

• Certified Public Accountants (CPAs)
• Tax Professionals and Advisors
• Accounting Firms
• Tax Preparation Services
• Financial Planners focusing on tax strategy

• Automating tax preparation to save hours per return
• Providing clients with accurate tax projections and strategies
• Reducing errors through automated data entry and error detection
• Speeding up tax reviews with AI assistance
• Improving client communication with quick, accurate answers to tax questions

• Saves significant time on tax preparation and advisory tasks
• Automates data entry from source documents
• Provides accurate tax calculations and projections
• Offers error detection to ensure accuracy
• Includes a free trial for new users

• Reviewer feature is coming soon and not yet available
• Requires adaptation to integrate into existing workflows

Preparer – $30/return

• Best for automating data entry and tax prep.
• Enters data from source documents into returns
• Builds full workpapers in seconds
• Handles state and federal K-1s
• Flags errors and inconsistencies
• Pushes source document data to tax software

Reviewer – Included

• Learns your firm's review process
• Checks source documents and prior year returns
• Flags errors, inconsistencies, and missing information
• Gives side-by-side comparisons to source docs for you to check

Advisor – Included

• Included with Preparer and Reviewer
• References client data
• Recommends potential tax strategies for any client
• Creates and summarizes tax projections
• Calculates and compares tax planning scenarios