Filed envisions a future where the tax industry is transformed by the power of AI, enabling accounting professionals to reclaim their time and enhance their expertise by removing the burden of repetitive, manual tasks. Our mission is to build foundational AI infrastructure that elevates tax preparation to new levels of efficiency, accuracy, and insight.
With a commitment to secure, integrated, and intelligent automation, we are creating a seamless experience that works hand-in-hand with tax professionals, empowering them to scale operations and improve client outcomes without compromise. Filed is pioneering a new era in accounting where technology amplifies human judgment and expertise rather than replacing it.
By driving innovation in AI-driven tax workflows, document management, and audit readiness, Filed aims to redefine the foundation of modern tax practice—building a future where every tax professional can operate smarter, faster, and with greater confidence.
Our Review
We've been watching Filed closely since its launch, and there's something genuinely exciting about what this AI-powered tax preparation platform is bringing to the accounting world. While plenty of companies promise to "revolutionize" tax preparation, Filed's approach feels refreshingly practical and grounded in real-world needs.
A Solution Born from Real Pain
What caught our attention first was Filed's origin story. When co-founder Leroy Kerry couldn't find an accountant to take on his business due to staffing shortages, he didn't just complain – he built a solution. This firsthand experience shows in the product's design, which focuses on solving actual problems rather than just throwing AI at everything.
Smart Integration That Actually Works
We're particularly impressed by Filed's seamless integration with major tax software platforms like CCH Axcess and UltraTax. Instead of forcing firms to adopt an entirely new system, Filed works within existing workflows – a thoughtful approach that shows they understand their users' real-world constraints.
Where It Really Shines
The platform's ability to cut review cycles by 30-50% isn't just marketing speak – early adopters are seeing genuine results. The combination of AI-powered data extraction and intelligent anomaly detection is turning week-long processes into overnight tasks. That's the kind of efficiency gain that can transform how accounting firms operate during tax season.
The focus on security and compliance is equally noteworthy. With SOC 2 compliance and data encryption on U.S. servers, Filed has built the kind of robust security infrastructure that accounting firms require. It's clear they're not just tech folks building for accountants – they understand the profession's strict requirements.
Room for Growth
While Filed is still relatively new to the market, its $17.2 million in funding and backing from respected investors like Northzone suggests they're here to stay. Their vision of becoming the foundational AI infrastructure for the tax industry is ambitious, but based on what we've seen so far, they're on the right track.
For accounting firms struggling with capacity issues or looking to scale without compromising quality, Filed offers a compelling solution that's worth serious consideration. It's not trying to replace accountants – it's giving them superpowers.
Features
AI-Powered Data Extraction
Document Organization
Workflow Integration with major tax software
Anomaly Detection
Security & Compliance (SOC 2, Microsoft Azure)
Audit Readiness with CPA-audited accuracy checks
FAQs
Ploy was founded in 2024.
Filed helps tax firms process more returns in less time by cutting prep, reducing review, and freeing teams for higher-value work.
Goldman Sachs
Euno
Variational AI
Omneky
Exa
Mintlify
