1. [Home](https://www.g2.com/) 2. ... 3. [Professional Tax Software](https://www.g2.com/categories/professional-tax) 4. [Filed Discussions](https://www.g2.com/products/filed/discuss) [ ![Filed](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_21a6c9e6477274134e645e3a9e731df6/filed.png "Filed") ](/products/filed/reviews) # Filed Discussions Filed is AI for tax firms. It works inside CCH Axcess, Lacerte, Drake and ProConnect, so preparers keep the software they already use. Filed reads client source documents (W-2s, 1099s, K-1s, brokerage statements, trial balances and prior-year returns), builds the workpaper, and supports 1040, 1065, 1120, 1120-S, 1041 and 990 returns, including multi-state. For 1040s it completes data entry into the tax software in under 3 minutes per return with 100% form coverage, running in the background on several returns at once. Tax Review checks every return line by line against the source documents, Tax Planner turns a prepared return into client-ready planning, and Analyst answers tax research questions with citations. Filed connects with Karbon, Canopy and 50+ other tools, is SOC 2 Type II compliant and ISO 27001 certified, and keeps client data on U.S. servers. ![Filed](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_21a6c9e6477274134e645e3a9e731df6/filed.png "Filed") Filed Discussions Most CommentedMost HelpfulCommon QuestionsNewest Showing **1** discussion ![Pepper H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pepper H.") PH Loading... [Pepper H.](https://www.g2.com/users/1662d382-bb45-4447-8a8c-448d81e2aa99 "Pepper H.") • 1 day ago Managing Partner More Options - Share [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=I+like+Filed%E2%80%99s+return+review+process+after+completion%2C+and+I+use+it+as+the+first+detailed+review+of+every+return%2C+even+if+it+wasn%E2%80%99t+prepared+in+Filed.+Early+...&title=How+has+Filed%E2%80%99s+post-completion+return+review+process+worked+for+your+team%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-has-filed-s-post-completion-return-review-process-worked-for-your-team) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=How+has+Filed%E2%80%99s+post-completion+return+review+process+worked+for+your+team%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-has-filed-s-post-completion-return-review-process-worked-for-your-team&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-has-filed-s-post-completion-return-review-process-worked-for-your-team) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=How+has+Filed%E2%80%99s+post-completion+return+review+process+worked+for+your+team%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-has-filed-s-post-completion-return-review-process-worked-for-your-team%0aI+like+Filed%E2%80%99s+return+review+process+after+completion%2C+and+I+use+it+as+the+first+detailed+review+of+every+return%2C+even+if+it+wasn%E2%80%99t+prepared+in+Filed.+Early+...) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=How+has+Filed%E2%80%99s+post-completion+return+review+process+worked+for+your+team%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-has-filed-s-post-completion-return-review-process-worked-for-your-team%0aI+like+Filed%E2%80%99s+return+review+process+after+completion%2C+and+I+use+it+as+the+first+detailed+review+of+every+return%2C+even+if+it+wasn%E2%80%99t+prepared+in+Filed.+Early+...) - Copy link - [ ## How has Filed’s post-completion return review process worked for your team? ](/discussions/how-has-filed-s-post-completion-return-review-process-worked-for-your-team) I like Filed’s return review process after completion, and I use it as the first detailed review of every return, even if it wasn’t prepared in Filed. Early on, it felt like we were flying the airplane while building it, but the review step has helped catch details we missed, like a new baby... [ Professional Tax Software ](https://www.g2.com/tags/professional-tax-software) Show More (Upvote this discussion)\<0\>0\> (Downvote this discussion) 0 (0 Comments) Add a comment [ View discussion ](/discussions/how-has-filed-s-post-completion-return-review-process-worked-for-your-team) ## Browse by popular topics [Professional Tax Software](/products/filed/discuss?filters%5Btags%5D%5B%5D=professional-tax-software)