Filed is an AI tax automation platform that helps accounting firms prepare, review, document, and plan tax work inside their existing technology stack.
– AI Tax Prep extracts source-document data and enters supported return information into major professional tax systems
– AI Reviewer traces figures to source documents and flags missing forms, discrepancies, and exceptions for human judgment
– Tax planning, leadsheets, digital binders, firm memory, and embedded spreadsheet and email tools extend automation across the lifecycle
– Fits midmarket and larger accounting firms seeking document-first AI assistance without replacing their core tax software.
