When will I get charged?

Buying credits

Your workspace admin can purchase credits at any time as a one-time payment. Please go to your settings > Billing. With enterprise purchases, you'll be connected to our sales team for an easy and quick experience!

You can also purchase monthly subscriptions for Filed Advisor and Reviewer. This will charge your payment method at the first of the month.

Buying subscriptions

Your first month will be prorated based on your purchase date. After that, your subscription will renew monthly on the same billing date.

Spending credits

Credits are used when you run Filed products. Uploading client documents to Filed is always free.

• AI Tax Prep: Credits are used only when you start Tax Prep and trigger our AI to begin processing. If you re-run Tax Prep, credits are applied after you click Create to start a new tax prep.

• AI Reviewer: AI Reviewer is included at no additional cost for any return processed through Filed Tax Prep. If you use AI Reviewer as a standalone product, 0.25 credits are used when you upload a 1040 and click Start review.

• AI Tax Plans: Credits are used when you process documents for an AI Tax Plan. Once a plan is purchased for a return, you can generate multiple reports with different strategy selections at no additional cost.