Filed

Visit filed.com ↗ What it costs

Pricing on requestprice, as published
Oct 4, 2026read on

Filed's own site, as our research read it — filed.comas read Oct 4, 2026

What Filed costs

Enterprise Not published
Pro Not published

As filed.com publishes them, read Oct 4, 2026. Fees, tax and exchange rates can differ when you pay; check the provider's own page first.

Its statement

Free plan: No
Free trial: Yes
Runs on: iPhone Android Web Windows · Mac
Facts on record: 14

Facts we read

AI connectivityFiled offers an MCP server that connects its workspace with Claude, ChatGPT, Claude Code, or custom agents. · filed.com, Oct 4, 2026
Data use and locationFiled says customer data is not used to train shared models and is processed and stored on U.S.-based infrastructure. · filed.com, Oct 4, 2026
Notable pricing limitFiled says plans are flat monthly, scoped to firm client volume, and do not charge per seat, return, or credit; pricing requires a discovery call. · filed.com, Oct 4, 2026
Other integrationsThe integrations page lists tools including QuickBooks Online, Outlook, Excel, Google Sheets, OneDrive, Dropbox, Canopy, Karbon, and TaxDome. · filed.com, Oct 4, 2026
ReviewThe AI Reviewer checks return figures against source documents and flags missing forms and prior-year discrepancies. · filed.com, Oct 4, 2026
SecurityFiled states it is SOC 2 Type II certified and supports SSO, role-based access, MFA, audit logging, and encryption at rest and in transit. · filed.com, Oct 4, 2026
Support and onboardingPro includes eight-week onboarding and quarterly reviews; Enterprise includes a dedicated account manager and a six-hour support SLA. · filed.com, Oct 4, 2026
Supported formsFiled lists 1040, 1041, 1065, 1120, 1120-S, and 990, plus supporting schedules. · filed.com, Oct 4, 2026
Tax planningThe AI Tax Planner supports multi-year scenario planning and evaluates more than 120 strategies automatically. · filed.com, Oct 4, 2026
Tax preparationFiled reads source documents and enters data into tax software, in batches or line by line. · filed.com, Oct 4, 2026
Tax software integrationsListed tax software includes Drake, CCH Axcess, UltraTax, Lacerte, ProConnect, and GoSystem Tax RS. · filed.com, Oct 4, 2026
Trial and guaranteeThe 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. · filed.com, Oct 4, 2026
WorkpapersFiled creates leadsheets tied to source documents and organizes return documents into searchable digital binders. · filed.com, Oct 4, 2026