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Filed

#1 in AI Tax Preparation & ResearchPrice: Demo / quote-basedpartial (some facts from third-party reports)

AdvisorAIStack Score

81.5/100

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Workpaper-to-return automation across major tax engines with strong security posture.

Score breakdown

Capability & output quality for the professional task (25%)

9/10

Security, privacy & compliance (SOC 2, data use, recordkeeping, regulator fit) (20%)

9/10

Ease of use & time to value (15%)

7/10

Integrations with professional systems (tax engines, ledgers, CRMs, AMS) (15%)

9/10

Value & pricing transparency (15%)

6/10

Vendor momentum & reliability (10%)

8/10

Key facts

Vendor states SOC 2 Type II and IRC §7216-aligned consent handling
Vendor states support for six tax engines

Vendor-authored comparison used as a source; treat its claims as vendor claims.

Before you upload client data: ask the vendor for its current SOC 2 report (or equivalent), data-retention and model-training terms, and confirm the tool fits your obligations (for example IRC §7216 consent for tax-return information, SEC/FINRA recordkeeping, and state insurance rules).

Details

Official site	https://filed.com
Starting price	Demo / quote-based (check the vendor's page; prices change often)
Affiliate program	nothing found; not confirmed absent · No public affiliate or referral program found in research.
Verification	partial (some facts from third-party reports)
Last reviewed	2026-10-16

Sources

filed.com https://filed.com
filed.com https://filed.com/blog/best-ai-tax-prep-platforms

Scores are editorial and come from desk research. See our methodology and disclosures.