Account summary · AI tax assistantsRef. 028/33

Filed

From—

Free planNo

Rank#28/33

Runs onAPI, Mac, Web, Windows Free trialYes Score5.4

Filed is ranked #28 of 33 in AI tax assistants on The Finance Base. It runs on API, macOS, Web, Windows. There is no free plan. A free trial is offered.

Filed plans and pricing

All plans

Enterprise Not published Custom flat monthly plan scoped to the firm's client book Custom price based on total taxpayers · Everything in Pro · 6-hour support SLA · On-premise deployment option · SSO and SCIM · Custom integrations and API access filed.com · 4 Oct 2026

Pro Not published Flat monthly plan; specific amount set on a discovery call based on client volume Custom price based on total taxpayers · Full platform · Unlimited seats · Every taxpayer included · 1040, 1065, 1120, 1120-S, 1041, 990 filed.com · 4 Oct 2026

Compared on AI tax assistants

Free plan: No
Taxpayer types: both
AI tax guidance: Yes
Document import: Yes
Deduction finding: Yes
Expert review: Yes

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The record

Purpose: Filed provides AI tax preparation, review, planning, and workpaper tools for accounting firms.
Tax preparation: Filed reads source documents and enters data into tax software, in batches or line by line.
Review: The AI Reviewer checks return figures against source documents and flags missing forms and prior-year discrepancies.
Tax planning: The AI Tax Planner supports multi-year scenario planning and evaluates more than 120 strategies automatically.
Workpapers: Filed creates leadsheets tied to source documents and organizes return documents into searchable digital binders.
Supported forms: Filed lists 1040, 1041, 1065, 1120, 1120-S, and 990, plus supporting schedules.
Tax software integrations: Listed tax software includes Drake, CCH Axcess, UltraTax, Lacerte, ProConnect, and GoSystem Tax RS.
Other integrations: The integrations page lists tools including QuickBooks Online, Outlook, Excel, Google Sheets, OneDrive, Dropbox, Canopy, Karbon, and TaxDome.
AI connectivity: Filed offers an MCP server that connects its workspace with Claude, ChatGPT, Claude Code, or custom agents.
Security: Filed states it is SOC 2 Type II certified and supports SSO, role-based access, MFA, audit logging, and encryption at rest and in transit.
Data use and location: Filed says customer data is not used to train shared models and is processed and stored on U.S.-based infrastructure.
Trial and guarantee: The pricing page offers a self-guided Reviewer trial and a 60-day money-back guarantee with a written opt-out and refund of pilot payments.
Support and onboarding: Pro includes eight-week onboarding and quarterly reviews; Enterprise includes a dedicated account manager and a six-hour support SLA.
Notable pricing limit: Filed says plans are flat monthly, scoped to firm client volume, and do not charge per seat, return, or credit; pricing requires a discovery call.

Where it ranks on The Finance Base

Best AI Tax Assistants in 2026#28 of 33

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Sources

filed.com· checked 4 Oct 2026
filed.com/pricing· checked 4 Oct 2026
filed.com/connected· checked 4 Oct 2026