G2

James B.

Staff Accountant

Small-Business (50 or fewer emp.)

11/12/2026

"Streamlines our entire tax workflow from client intake to review."

5/5

What do you like best about Filed?

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.

What do you dislike about Filed?

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.

What problems is Filed solving and how is that benefiting you?

Filed addresses one of the biggest bottlenecks in tax preparation: manually sorting through disorganized client documents, keying numbers into tax software, and then hunting down where each figure came from during review. By automatically organizing source files in the Binder, reconciling them against prior-year returns, and linking every extracted value directly back to the exact source page, it saves meaningful prep time per return and helps our review cycles move faster, especially during peak tax season. Review collected by and hosted on G2.com.