We’re on a mission to empower tax pros with tools that amplify their human expertise, not replace it. Smarter tools & workflows free you from repetitive tasks, so you can focus on what matters—your team, clients, and growing your practice into what you've always envisioned.

Until then: Where does memory live in your firm? And what happens when it leaves?.

Filed isn’t just being built to process documents. It’s being built to carry forward how a firm thinks. We’ll be sharing more soon about how this is shaping product direction and what it means for firms thinking long-term.

That question changed how the team approached the problem. It wasn’t just about prep speed. It was about memory. 👉 Remembering client-specific nuances.👉 Preserving firm logic across seasons and staff.👉 Helping new team members carry forward decisions made years ago.

Filed started with a simple goal: reduce the time it takes to prep returns. But early in development, a CPA in Denver asked a different question:.“Will it remember how we handled Murphy’s equipment depreciation after their 2019 restructuring? Because honestly, I barely do.”

The industry’s not hesitating anymore. It’s deciding. Acting. Implementing. Thanks for a great event experience, Scaling New Heights. We loved being a part of it.

Booth after booth preached automation, AI, and efficiency now. Bookkeepers ready to scale and reclaim their time were on the hunt, searching for tools that cut busywork and tech that plays nice with their stacks.

Scaling New Heights this year proved one thing—this industry is done waiting. Filed is here for that! .The high-energy event had packed sessions all around. One overwhelming theme emerged from the floor. It’s time to stop talking about change and make it so.

Your tax pros get their evenings back. Your clients get their returns on time. Less hiring headaches. More completed returns. That's it. That's the pitch.

While everyone else scrambles for staff that doesn't exist, your returns get prepared overnight. No fuss. No drama. Just work that's ready for review.

Actual tax pros don't need more empty promises. They need returns that are actually done. Filed doesn't reinvent tax prep. It just does it properly. #taxtwitter

We didn’t speed things up with shortcuts, because Filed handles the prep work, flags edge cases, and lets your team stay focused on review and strategy.

“What used to take a team of CPAs, now takes three of us.” .— Braedon Porter, Co-founder at Jalada. 👉 This year, Jalada ran 4x their usual volume with one fewer CPA on staff. No burnout. No backups. Just a system that actually held up under pressure.

As our CEO Leroy Kerry puts it: “Workflow intelligence is how we rebuild capacity; without burnout, and without hiring sprees.”. That’s the difference between surface-level automation and systems that think like a senior reviewer. That’s what we’re building at Filed.

Everyone’s talking about the CPA shortage. But not enough people are talking about what it feels like inside a firm. Dropped balls. Missed reviews. Partners doing prep at 11PM.

We’re not replacing tax judgment. We’re clearing the way for it. If that sounds like the kind of leverage your firm could use, let’s talk.

And that’s the real friction for a lot of firms: not the tax logic, but the time it takes to pull everything together, make sure it’s all there, and move it through review. Filed helps teams manage that volume: accurately, consistently, and without adding hours to the calendar.

Ever look at a return and think: “This isn’t complex. It’s just going to take forever.”. That’s how one firm leader described their A-level clients: 10 K-1s, 10 brokerage statements, a Schedule E. Not tricky. Just dense.

It’s not about replacing your prep team. It’s about giving your reviewers a teammate who works the way your team already does, and gets sharper with every season. That’s not automation. That’s intelligence tuned to your firm’s reality.

And the system flags what a trained preparer would: not just based on rules, but on patterns your team already understands.

That process isn’t just onboarding. It’s judgment in action. At Filed, we’ve built our workflow intelligence on the same foundation. Every return builds context. Every doc is reviewed against what came before.