How much does filed cost? What's a credit?

Filed uses a simple, credit-based pricing model. Credits are the currency you use across all Filed products. The number of credits used depends on the product and the complexity of the work.

Credit costs by product

Filed Prep (Tax Preparation)

• Simple individual returns: 0.5 credits

• Standard individual returns: 1 credit

• Advanced returns: 1.5 credits

• Ultra-complex returns: 3+ credits (Invite only)

The complexity is determined by the types of forms and schedules involved. You will always see the credit cost before you submit a return.

Filed Reviewer

• All reviews: 0.25 credits

Reviewer compares your source documents against the return and generates a Review Action List. The credit cost is the same regardless of return complexity.

Filed Tax Planner

• All tax plans: 1 credit

Tax Planner analyzes the completed return and source documents, evaluates 120+ tax strategies, and generates a client-ready tax plan with full citations.

What plans are available?

See our pricing page here for the most current list of our plans. The per-credit rate depends on the plan you select, with lower rates available the more credits you purchase.

Do you offer a free trial?

Yes. Qualified firms are eligible for a free trial. Apply here start here and receive free credits to experience Filed on real returns.

How do I add more credits?

Email your account manager or reach out to our team via our in-product chat. They can help you add credits to your existing plan or upgrade to a higher-volume plan with better per-credit pricing.

Do credits expire?

Credits are tied to your plan term. Check your plan details or ask your account manager about your specific credit expiration timeline.

Can I use credits across all Filed products?

Yes. Credits work across Prep, Reviewer, and Tax Planner. You can allocate them however best fits your workflow.

Are there any hidden fees?

No. Pricing is transparent. You will only spend credits when sending your data to your tax software, running a review, or generating a tax plan. You will always know the credit cost before you submit.

Note: If you’re connecting Filed to your existing tax software, DMS, or PMS, your software provider may also charge a fee for adding Filed as a new user. See Will my existing software bill me to add a user for Filed?, but we recommend confirming any software-specific charges directly with your provider.

What happens if I run out of credits?

You will not be able to submit new returns, reviews, or tax plans until additional credits are added to your account. Contact your account manager or sales team to purchase more.

Can I track my credit usage?

Yes. Your credit balance and usage history are visible in the Filed dashboard at any time.