Black Ore
Basis
ONESOURCE
Bloomberg Tax Provision
april
What is Filed?
Founded in 2024 and headquartered in Brooklyn, New York, Filed provides AI tax software for accounting firms. The company has raised $17.2M and supports six major federal return families.
Filed connects to a firm’s document and practice-management systems, reads source files, and drafts returns inside supported tax software. Its reviewer cross-checks prepared figures against source documents, links entries to provenance, and flags missing forms, discrepancies, and low-confidence items for professional review. The platform also creates workpapers, binders, and leadsheets, while Prowork places a real-time sidebar and related tools inside the systems preparers already use.
Coverage includes Forms 1040, 1041, 1065, 1120, 1120-S, and 990, with supporting schedules. Beyond preparation and review, Filed includes a planner that evaluates more than 120 strategies, plus binders, leadsheets, Firm Memory, and Analyst features. Its limits are material: multi-state and prior-year returns are in active development, and reviewers remain responsible for judgment and sign-off. Accountants still need to resolve flagged exceptions before filing.
Filed is aimed at U.S. accounting firms with recurring individual, business, fiduciary, or exempt-organization work. Pricing is custom and based on the firm’s total taxpayer volume, with one plan covering users and live products rather than per-seat or per-return charges. Pro includes an eight-week onboarding program; Enterprise adds dedicated support, SSO, SCIM, on-premise options, custom integrations, and multi-office capabilities. Dollar pricing requires a sales conversation.
Key features
AI tax preparation
Reads source documents and populates drafts directly inside supported tax software.
AI return review
Cross-checks return figures against source documents and flags exceptions for review.
Tax planning
Evaluates more than 120 tax strategies using return data and cited projections.
Tax workpapers
Creates source-linked workpapers, binders, and leadsheets for review and auditability.
Embedded workflow
Provides a sidebar inside tax software alongside Excel, Outlook, and Google Sheets plugins.
Document connections
Synchronizes selected folders from supported practice-management, document-management, and storage systems.
Firm intelligence
Uses Firm Memory and Analyst to retain firm preferences and answer client-specific questions from firm data.
Filed pricing
Filed does not publish a dollar price. The plan is scoped to the firm’s total taxpayer volume and includes every preparer, reviewer, and live product without per-seat, per-return, or credit charges. Pro includes an eight-week onboarding cohort, while Enterprise adds dedicated support, advanced security, deployment options, and custom integrations.
| Plan | Price | What's included |
|---|---|---|
| Pro | Custom | Filed platform, Prowork, Excel add-in, unlimited seats, firm-wide taxpayer coverage, onboarding, and quarterly reviews |
| Enterprise | Custom | Everything in Pro, plus dedicated support, a six-hour SLA, on-premise deployment options, SSO, SCIM, custom DPAs, multi-office and white-label setups, API access, custom integrations, and executive sponsorship |
Free trial: A self-guided Reviewer trial is available, with a 60-day money-back guarantee.
Pros & cons
Pros
- One firm plan includes unlimited seats and the live Filed product suite.
- The platform supports six major federal return families.
- Return entries can be traced back to their source documents.
- Enterprise provides SSO, SCIM, U.S. processing, and on-premise deployment options.
Cons
- Filed does not publish a dollar price.
- The required eight-week Pro onboarding program may not suit urgent deployments.
- Multi-state and prior-year returns are still in active development.
- Professional reviewers remain responsible for judgment, edits, and sign-off.
Who is Filed best for?
- Accounting firms that want preparation and review automation inside their existing tax software.
- Practices handling recurring individual, business, fiduciary, or exempt-organization returns.
- Firms that need source-linked workpapers and review evidence for every return.
- Tax teams seeking firm-wide pricing with unlimited preparer and reviewer seats.
Coverage
Integrations
Notable customers
Frequently asked questions
How much does Filed cost?
+
Filed uses custom quote-based pricing scoped to a firm’s total taxpayer volume. One plan covers preparers, reviewers, live products, and re-runs without per-seat or per-return charges.
How does Filed work and how long does onboarding take?
+
Filed connects to supported document or practice-management systems, reads source documents, and drafts returns inside supported tax software. Pro uses an eight-week structured onboarding cohort, with live testing beginning during the program.
How does Filed compare with Black Ore?
+
Filed combines preparation, source-document review, tax planning, binders, leadsheets, and an embedded workflow in one firm plan. Its documented coverage is Forms 1040, 1041, 1065, 1120, 1120-S, and 990.
What does Filed integrate with?
+
Tax-software integrations include Drake, CCH Axcess, UltraTax, Lacerte, ProConnect, and GoSystem Tax RS. Practice, document, and storage connections include Canopy, Karbon, TaxDome, Financial Cents, Google Drive, SharePoint, Box, Dropbox, and SmartVault.
Who is Filed for?
+
Filed is designed for U.S. accounting firms preparing recurring individual, business, fiduciary, and exempt-organization returns. It is especially suited to teams that want AI assistance while keeping professional review and sign-off.
Is Filed secure and accurate?
+
Filed states that it is SOC 2 Type II certified, uses U.S.-based processing, encryption, role-based access, MFA, and audit logging, and anonymizes sensitive data before model processing. Its workflow links entries to source documents and flags uncertain items for human review.
Sources
Facts and pricing verified on October 19, 2026. Vendors change pricing often, so confirm with Filed before buying. How we research
