Filed

Overview

Filed helps tax firms process more returns in less time by cutting prep, reducing review, and freeing teams for higher-value work. Leveraging automation and advanced AI, Filed aims to modernize tax workflow, improve accuracy, and drive operational efficiency for accounting professionals.

Basic Information

Contact Details

• Phone: +1 415-209-5988
• Website: filed.com
• LinkedIn: linkedin.com/company/filedhq

Key Focus Areas & Initiatives

• Software development
• Automated tax data extraction
• Tax workflow modernization
• Automated client onboarding
• Accounting services
• Automated review
• Tax document OCR
• High-volume handling
• US server storage
• Scalable tax solutions
• Scalability
• CPA-reviewed AI
• Seamless software integration
• 2FA protection
• SOC2 compliance
• Automated flagging
• AI-driven tax insights
• Tax season automation
• Error detection and correction
• Accuracy checks
• AI logic explanation
• Security controls
• AI tax prep
• Client data privacy
• Repetitive task automation
• Cloud storage
• Industry compliance standards
• Growth enablement
• AI-powered tax preparation
• Secure cloud infrastructure
• Security & compliance
• Error flagging
• Error detection
• Tax process optimization
• Workflow efficiency
• AI explanation logic
• Tax accuracy assurance
• AI-powered review system
• AI-driven processing
• AI logic transparency
• Client data sync
• Integrated tax workflow
• Financial technology
• Cloud-based security
• Secure document storage
• Efficiency enhancement
• Cloud security
• Tax prep error reduction
• Secure client data handling
• Industry-specific AI training
• Compliance
• Client document organization
• AI transparency
• CPA-validated AI
• Data encryption
• Client document management
• AI for high-volume firms
• Tax return pre-filling
• Industry-leading security
• AI tax assistant
• Automated review process
• Automated invoice processing
• Workflow automation
• Automated data entry
• AI compliance checks
• AI audit trail
• Multi-client handling
• Compliance auditing
• Tax firm growth tools
• Tax return automation
• Secure data sync
• Industry-leading security practices
• Tax software integration
• B2B
• Consulting
• Services
• Accounting, tax preparation, bookkeeping, and payroll services
• Information technology & services
• Accounting
• Financial services
• Finance technology

Technologies Used

• AI
• Amazon AWS
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Gmail
• Google Apps
• Google Tag Manager
• Hubspot
• Instantly
• Linkedin Marketing Solutions
• Microsoft Office 365
• Mobile Friendly
• Twitter Advertising
• Vimeo

Affiliated Organizations & Regional Branches