- Specialization
- Not classified
- Business
- Software Applications
- Market
- Cross Industry
- Ecosystem
- Applications
- Customers
Enterprisesand 1 more customers valuesLess
- 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.
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
Funding History
Northzone
Recent News
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.
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.
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.
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
8Business 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
Customers
Tech Stack
Similar Companies
Competitors
Key Investors
Northzone; Raine; Day One Ventures; Analog Ventures; Greens Ventures; Neo (Consulting Services (B2B)); AICPA and CPA.com Startup Accelerator