How does Filed work?

Last updated: August 14, 2026

Filed is an AI-driven tax platform that automates the preparation, review, and delivery of tax returns directly inside your tax software.

Filed fits right into your existing tax workflow. Here’s how it works:

  1. Filed integrates with your document and practice management systems. Filed will securely extract all client documents required for your filing.

  2. Filed creates a workpaper with all the relevant information organized and highlights any necessary changes.

  3. Filed enters your prep into your tax software.

That’s it — Your return is ready to file, faster and with full traceability.

Can I connect more than one tax software in Filed 3.0?

Yes. In Filed 3.0, you can connect more than one tax software under the same Workspace. When creating a new client in that Workspace, choose the appropriate tax software from the tax software connection dropdown.

For your next tax season, let Filed take on the repetitive prep work and data entry so your tax professionals can focus on judgment, review, and strategy.

Learn more about Filed's available features in our pricing page.