Filed Reviews & Product Details

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.

I find Filed easy and reliable, and I like that it can work in the background. It gives our staff time back. The ProWork plug-in for Excel has been a game changer for all levels. For tax preparation, it saves time on data entry and gets staff started in a better place, where their time is more valuable than simple data entry. I also find the software superior because it isn’t limited to OCR of official tax documents for preparation. The initial setup was easy. Review collected by and hosted on G2.com.

The trainings can sometimes feel like drinking from a fire hose. I think separating training from product updates and options would be a big improvement. Review collected by and hosted on G2.com.

I’m impressed by how fast it has become. I also like that they take my requests seriously—every time I’ve asked for a feature, it has come to fruition. Review collected by and hosted on G2.com.

The biggest downside to Filed is that it isn’t integrated with TaxDome. I’d really like to see that integration added in the future. Review collected by and hosted on G2.com.

I love the return review process after completion. Review collected by and hosted on G2.com.

At first it felt like we were flying the airplane while we were building it. Review collected by and hosted on G2.com.

I appreciate the accuracy with which it performs the work it was built for, and when issues come up, the support team responds quickly. Review collected by and hosted on G2.com.

I don’t have anything I dislike at this time. There is a learning curve, but that’s normal. Review collected by and hosted on G2.com.

I love how much time Filed saves our firm on data entry, and I really appreciate the detailed AI review. It feels like having another set of eyes on our clients’ tax returns. Review collected by and hosted on G2.com.

With the testing we have done, we do not have any dislikes at this time. Review collected by and hosted on G2.com.

Filed was very intuitive to use and worked well with other software. During tax season, you need things to just work, and Filed did that. Review collected by and hosted on G2.com.

Fixed now, but having to download and upload return files was probably the only pain point I had. Review collected by and hosted on G2.com.

The customization to be able to build a process with the help of the AI to add value in the verification of data, collection, prep, and review of the data entry. Review collected by and hosted on G2.com.

It needs to be trained like any other AI - so while that can be challenging, it's an opportunity to invest in the tech to be sure the last return was the worst return Filed will ever do. Review collected by and hosted on G2.com.

Filed handles the data entry for us, which lets our team concentrate on strategy and building client relationships. This gives us more time to dedicate to higher-level services that truly benefit our clients. Review collected by and hosted on G2.com.

At this time, I have no complaints. The team is always working to make improvements, and their customer service is both responsive and outstanding. Review collected by and hosted on G2.com.