Filed
by Filed
Information provided by Filed, reviewed by Builders in Fintech.
AI tax preparation and review inside CCH Axcess, Lacerte, Drake and ProConnect
- Category
- Finance operations and accounting
- API
- Not available
- Markets
- United States
Filed is AI tax preparation and review software for accounting firms. It works inside the tax software firms already use (CCH Axcess, Lacerte, Drake, ProConnect) and handles multiple returns at once: Tax Preparation populates 1040, 1065, 1120, 1120-S, 1041 and 990 returns from source documents, Review runs an automated quality check before sign-off, Tax Planner proposes strategies grounded in the actual return, Binder sorts and checks client documents, Analyst answers questions across clients with cited tax research, and Prowork brings AI assistance into existing tools. Filed is ISO/IEC 27001:2022 and SOC 2 Type II certified and follows IRS 7216 compliant workflows.
Agent access
- API documentation
- Open
Description from the company website
Agent-Ready 2/5
- Discoverable — Can an agent find and read it?Found
- Documented — Can it understand the API without a login?Not found on 3 November 2026
- Testable — Can it try the API without a sales call?Not found on 3 November 2026
- Connectable — Can it connect directly (MCP)?Not found on 3 November 2026
- Trusted — Can it see who runs it securely?Found
Company-provided, not part of the CC BY dataset.