Filed removes a lot of the manual friction from tax prep, especially thanks to how neatly the Binder module handles client intake and keeps source documents organized. It integrates smoothly with our existing UltraTax CS workflow and has noticeably reduced the time we spend preparing and reviewing returns. Review collected by and hosted on G2.com.
Because Filed touches so many parts of our tax workflow, from intake to the Binder and tax planning, there’s a bit of a learning curve upfront to get everything configured to match our firm’s exact processes. Once the team gets through the initial onboarding and builds consistent habits for how files are routed and organized, it runs smoothly overall. That said, streamlining the early setup and configuration would be a welcome improvement. Review collected by and hosted on G2.com.


