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.