Companies

Filed

filed.com

Filed provides AI tax software that automates preparation, review, and planning inside professionals’ existing workflows.

HQBrooklyn, New York, United States
Employees51-200
Funding$17.2M
Valuation$4.88M
8 active roles
Profile 8mo agoJobs checked 3d ago
Specialization
Not classified
Business
Software Applications
Market
Cross Industry
Ecosystem
Applications
Customers
Enterprisesand 1 more customers values
  • Small Businesses
More details
Organization type
Commercial Company
Ecosystem
Applications
Business
Software Applications
Specialization
Not classified
Market
Cross Industry
Customers
Enterprises, Small Businesses
Delivery models
Hosted Software
Revenue models
Subscription
Listing status
Not classified
Latest equity round
Not classified
Reported funding amount
$10M-$50M

About

Filed builds AI-native tax automation software for accounting and tax firms, automating document intake, return preparation, review, planning, and related workflows inside the tax tools teams already use. Its differentiation is firm-specific memory and workflow alignment: the system learns from corrections and decisions while emphasizing auditability, security, and preserving professionals’ judgment and client trust.

Market

Filed competes in finance and accounting technology, specifically AI-enabled tax preparation, review, tax planning, and workflow automation for professional firms. It positions itself as a human-in-the-loop “co-pilot” rather than a fully autonomous autopilot: it works inside existing tax systems, learns a firm’s workflows, traces figures to source documents, flags uncertainty, and leaves judgment and final sign-off with the tax team.

Target Customers

Filed targets professional accounting and CPA firms, especially firms processing substantial volumes of U.S. individual, partnership, corporate, estate/trust, and nonprofit returns. Its likely buyers are firm owners, managing partners, tax partners, and operations leaders seeking to reduce data entry and review time while retaining human judgment and working inside their existing tax software.

At a Glance

Problem

Tax firms face a capacity and labor bottleneck: preparing and reviewing returns is manual, time-consuming work that limits how many clients they can serve and keeps skilled onshore staff focused on lower-value tasks. Filed targets the economic pressure behind that bottleneck by helping firms process more returns with greater accuracy and without adding to their teams. Its core use case is reducing preparation and review work so onshore professionals can focus on higher-value client and advisory work while firms take on more business.

Product / Service

Filed is an AI-driven tax-preparation software platform for accounting firms. It is designed to automate the full lifecycle of tax returns, including preparation and workflow support, while integrating with the software firms already use rather than requiring a major technology overhaul. The intended benefit is faster preparation, less manual review, improved offshore-team quality, and more consistent output without forcing firms to change trusted processes.

Market

Filed operates in the B2B accounting-technology market, specifically AI-enabled tax-preparation software for accounting firms. Its adjacent categories include business and productivity software, SaaS, artificial intelligence and machine learning, and accounting, audit, and tax services. The available research does not identify named direct competitors, so Filed is best characterized here as an early entrant in a broader automation market rather than compared with a specific rival.

Founded in 2024, Filed is described as an active, privately held, venture-backed company. Available profile data records a completed $25,000 accelerator/incubator financing dated June 6, 2025, and classifies the company as generating revenue, indicating early commercial traction rather than a pre-revenue status. Public company information also lists New York headquarters and a Stockholm presence.

Founders & Leadership

Leroy KerryFounder
CEO & Co-Founder
Atul RamachandranFounder
CTO & Co-Founder

Funding History

2025-05
Pre-seed and Seed$17.2M

Northzone

Recent News

2026-09-22partnership
Filed and Crimson Tree Software launch the Open Tax Technology Alliance and OpenTax

Filed and Crimson Tree Software founded the Open Tax Technology Alliance and jointly released OpenTax, a free open-source federal 1040 calculation engine, along with an open standard for K-1 and K-3 data. The announcement says the initiatives are co-developed and free.

2026-07-13product_launch
Introducing Filed Prowork

Filed announced Prowork, an AI assistant designed to work inside tax software, Excel, and email. It prepares returns, flags items for review, and drafts client emails.

2026-01-21partnership
AI-Powered Tax Prep, Secured by Verito

Filed and Verito announced a combined offering pairing Filed’s AI tax automation with Verito’s bank-grade security and cloud hosting. The offering supports integrations with Drake, ProConnect, CCH Axcess, UltraTax, and other tax platforms, with returns prepared up to three times faster.

2025-08-06other
Competency-based AI: redefining the CPA skillset in the age of automation

Filed published an article on using competency-based AI to improve CPA accuracy, judgment, and efficiency without replacing human expertise. It emphasizes transparency, audit trails, current tax-code checks, exception tracking, data security, and monitoring efficiency goals.

Active Roles

8
Hybrid/Engineering/40d ago
Hybrid/Engineering/40d ago
Hybrid/Engineering/40d ago
Stockholm, SE/Operations/66d ago
Hybrid/Engineering/78d ago
Marketing/78d ago

Business Model

Filed sells firm-wide access on a flat monthly plan scoped to the firm's client book, with unlimited preparer and reviewer seats and no per-seat, per-return, or per-credit charges. It offers custom Pro and Enterprise plans with onboarding, support, security, deployment, and annual-renewal options.

Products

1040 Automation1065 Partnership Automation with K-1 generation1120-S S-corp Automation1120 C-corp Automation1041 Estate and Trust Automation990 Exempt-Organization AutomationAutomated ReviewTax Preparation automationTax PlannerIntegrations and Prowork embedded AI assistance

Customers

Teel Accounting LLCParamount Tax & AccountingTRACKSmith CPA GroupJCG TaxCarson Valley AccountingDWC CPAs and AdvisorsSchwarcz CPA PLLCStraTax Accounting, Tax & PayrollLagow, CPAKnapp Business SolutionsKSPJalada

Tech Stack

AI/ML tax automationDocument ingestion and source-to-return traceabilityFirm-specific adaptive learningEmbedded integrations with professional tax softwareProwork in-workflow AI assistanceEnterprise security controls including SSO, role-based access, audit logging, and data isolation

Competitors

Black Ore
Thomson Reuters (SurePrep and Ready to Review)
Wolters Kluwer (CCH Axcess Expert AI and digital tax workflow)
Taxfyle (Plan)

Key Investors

Northzone; Raine; Day One Ventures; Analog Ventures; Greens Ventures; Neo (Consulting Services (B2B)); AICPA and CPA.com Startup Accelerator