Filed

““I'm used to final documents coming in and nobody touching the return for 10 days. This person uploaded a final K-1 this morning, and it's already through prep.””

““You’re not just building software, you’re building it with us. That’s why we’re excited.””

““AI has allowed us to turn people from tax preparers into reviewers themselves””

““It got so fast and efficient, my team started asking if we had enough returns coming in.””

““I went from working 7 a.m. to 9 p.m., pretty much seven days a week, to working from 7 to 5, going home, having dinner, putting my”

““What’s different now? Well, I’m not buried... Filed didn’t just make us faster, it gave us space to think again. And that changed everything. I walk in, see what’s ready, what’s not, and get to work.” - Amiee Ernster, CPA at SmithCPA Group”

““It’s like having another set of eyes that doesn’t get tired,” she said.”

““You’re not just building software, you’re building it with us,” said Greg, partner at the firm. “That’s why we’re excited.””

“We want software that respects the stakes of what we do. Tax work has real consequences for real people. Filed gets that.”

“Filed didn't make us better tax preparers," Conner reflects. "It gave us the space to do what we were already good at.”

“We're trying to free them up to do the work that requires human expertise and judgment.”

“The fact that Filed worked with our existing CCH workflow was crucial,”

“Clients started commenting that our process felt more organized this year,”

“When you know the system has flagged all the potential issues, you can focus on the complex judgment calls instead of worrying about whether you missed something basic,”

“I thought it would take months for everyone to get comfortable with the AI suggestions,”

“It's like getting a first pass from a senior associate who never misses anything but also never makes final decisions”

“That single change probably prevented dozens of last-minute client calls and extension requests.”

“We're saving over an hour per return in manual prep work,”

“"we're going to run really fast with Filed."”

“"I had to have competent students, which is very difficult to find because nobody wants to stay at that level. Either they're a student and they want to move on... the cost of that, the cost of the training, the cost of finding people."”

“My team has worked out how to handle a lot of edge cases over the years. What I want is for that knowledge to stay in the firm, and show up on every return we review.”