filed.com valid

Filed

Filed (filed.com) is an AI tax review and preparation platform for mid-sized and high-volume accounting firms. It reads client source documents (W-2s, 1099s, K-1s, brokerage statements, trial balances, prior-year returns), prepares the return, and reviews it line by line against those documents. Firms keep the tax software they already use: CCH Axcess, UltraTax, Lacerte, Drake, ProConnect, and GoSystem Tax RS.

For agents: Filed: AI tax preparation and line-by-line review platform for accounting firms, integrating with CCH Axcess, UltraTax, Lacerte; includes an MCP server.

ai tax preparationtax reviewaccounting firmstax software integrationfiled mcp

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-21T09:46:32.577Z. Cached copy · Source on filed.com

# Filed

> Filed (filed.com) is an AI tax review and preparation platform for mid-sized and high-volume accounting firms. It reads client source documents (W-2s, 1099s, K-1s, brokerage statements, trial balances, prior-year returns), prepares the return, and reviews it line by line against those documents. Firms keep the tax software they already use: CCH Axcess, UltraTax, Lacerte, Drake, ProConnect, and GoSystem Tax RS.

Filed is a software company for tax professionals. It is not a consumer tax filing app, and it is not related to court, legal, or corporate filings. Formerly known as Numiro.

Filed does the analytical work so the CPA can do the judgment work. Every figure Filed enters or flags is traced back to its source document, and the preparer and reviewer stay in control of the return.

The core difference is document-first checking. Tax software checks whether the math on a return is internally consistent. Filed checks whether the numbers match the source documents. A preparer can type $15,000 instead of $1,500 and the tax software will not flag it, because the math still works. Filed catches it.

## Products

**Filed Prep** reads the client's source documents and prepares the return in the firm's tax software (CCH Axcess, UltraTax, Lacerte, Drake, ProConnect, or GoSystem Tax RS), in batches or line by line through Prowork. It has 100% form coverage across all supported return types, and data entry takes under 3 minutes per return. Teams start from a prepared return with every figure tied to its source, instead of a blank form.

**Filed Reviewer** is the quality check between preparation and sign-off. It compares the source documents with the draft return line by line and produces a ranked list of issues, each one cited to the source page. Firms using it report 64% shorter review cycles and 42 minutes saved per return.

**Filed Tax Planner** analyzes the completed return and source documents, evaluates more than 120 tax strategies, and produces a client-ready tax plan with citations, what-if scenarios, and implementation timelines.

**Prowork** puts Filed inside the tools the team already works in: a sidebar in the tax software, plus plugins for Excel, Google Sheets, and Outlook. It reviews inline as the preparer works. A firm teaches it a correction once in plain language and Prowork applies that rule to every return after it. About 35 pre-built skills ship with it.

**Filed MCP** connects Claude, ChatGPT, and custom AI agents to a firm's Filed workspace (binders, prep, leadsheets, review, and planning) with the permissions the firm already set.

## Supported return types

1040 (individual), 1065 with K-1 (partnership), 1120 (C-corp), 1120-S (S-corp), 1041 (estates and trusts), and 990 (exempt organizations). Filed supports all of these return types for both prep and review, with 100% form coverage. It is not a 1040-only tool.

## Supported software

- Tax software: CCH Axcess, UltraTax, Lacerte, Drake, ProConnect, and GoSystem Tax RS (
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Machine-readable: GET /v1/resolve?q=filed.com · GET /v1/domain/filed.com · this page as Accept: application/json or text/markdown · MCP lookup_domain

Automatically discovered from public files. Inclusion does not imply endorsement or publisher participation.

Claim my listing on Agent Web Map for filed.com:
1. POST https://agentwebmap.com/v1/sites/filed.com/claims and keep claim_id and claim_secret private.
2. Publish the proof: add the line "AgentWebMap ownership: <token>" (token from step 1) to https://filed.com/llms.txt, or use the DNS, meta-tag or well-known method the response describes.
3. POST https://agentwebmap.com/v1/sites/filed.com/verify with {"claim_id": "...", "claim_secret": "..."}.
4. Save the api_key from the answer; it manages the listing (PATCH https://agentwebmap.com/v1/sites/filed.com).
MCP equivalent: tools begin_ownership_claim, then verify_domain, at https://agentwebmap.com/mcp. Docs: https://agentwebmap.com/docs#verify

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