Filed

by Filed  · Based in United States → — AI Tax Software for Professionals
Family Medicine Internal Medicine Pediatrics
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Flat monthly plan scoped to your firm's client book.
Regulatory Status Disclosed

Overview

Filed offers an AI-powered platform designed to automate and enhance the processing of clinical documents and data within healthcare and lab science organizations. It is primarily intended for healthcare providers and organizations that handle large volumes of fragmented clinical data, including Electronic Medical Records (EMRs), lab reports, trial records, and physician notes.

  • What it does: Filed utilizes AI for data capture, preparation, and workflow automation. It extracts and classifies clinical documents using AI Optical Character Recognition (OCR) and zero-shot classification, eliminating the need for templates. The platform converts unstructured EMR data into structured formats, applies clinical schemas and validation rules, and performs cross-document checks to ensure data accuracy.
  • Who it is for: The tool is suitable for healthcare and lab science organizations, including those involved in lab processing, patient eligibility checks, and clinical trial validation.
  • How it fits a clinical or practice workflow: Filed integrates into existing healthcare systems to orchestrate clinical data processing, validation, eligibility checks, and reporting. It automates routing and exception handling, reducing manual effort and accelerating decision-making and compliance. This can streamline workflows by automating tasks such as clinical coding and summarization of documents, which can reduce administrative time.
  • Notable capabilities: Key capabilities include auditable extraction of clinical data at scale, instant processing of complex EMRs and documents without predefined formats, and end-to-end automation from data ingestion to validation and system integration. The platform is designed to improve efficiency and accuracy in handling clinical documentation.

Reviewed by Pouyan Golshani, MD — Interventional Radiologist

Key Features

  • AI-powered deduction identification
  • Automated expense tracking
  • Real-time tax liability estimates
  • Personalized tax insights
  • Expert tax advice access
  • User-friendly interface

Use Cases

  • Streamlining annual tax filing for physicians
  • Identifying physician-specific tax deductions
  • Optimizing tax strategies for medical professionals
  • Reducing time spent on tax preparation

What Physicians Need to Know

File Uploads
Filed.tax supports uploading various tax-related documents (e.g., W-2s, 1099s, receipts). Specific file types include PDF, JPG, PNG. Size limits are typically per document, often around 10-20MB, but can vary.
Web Search
Limited to internal tax knowledge base and relevant regulatory updates for tax preparation. Not a general real-time web search tool.
Confabulation/Hallucination Risk
Low for its intended purpose (tax preparation) due to reliance on structured tax data and established tax laws. Risk increases if used for general advice outside its domain.
Desktop & Mobile Apps
Primarily web-based, accessible via desktop and mobile browsers. Dedicated mobile apps may be available depending on the service tier or specific offerings.
Data Privacy for Physicians
Filed.tax handles sensitive financial data and is expected to comply with industry-standard data security and privacy regulations (e.g., IRS security guidelines, potentially HIPAA-like standards for financial data). Physicians should verify their specific privacy policies.
Physician Tip

While Filed.tax is designed for tax preparation, physicians can leverage it for efficient management of their professional and personal tax documents. Ensure all income and expense records are accurately categorized for tax purposes. For non-clinical AI assistance, physicians should look for tools specifically designed for administrative tasks with strong data privacy and HIPAA compliance.

Filed.tax typically integrates with financial software (e.g., QuickBooks, Xero) for importing transaction data. Direct integrations with general productivity tools like Canva, Zapier, or Slack are unlikely as it's a specialized tax service. Physicians should check for integrations with practice management or accounting software they use.

Details

Category General Productivity (AI Assistants), Physician Finance & Tax
Pricing Flat monthly plan scoped to your firm's client book.
  • Filed is priced as a flat monthly plan, not per seat, per return, or per credit
  • The specific price is determined after a 30-minute discovery call to assess client volume
  • Previously, per-return pricing ranged from $30-$500 (individual returns $30-$75, business returns $75-$250, complex returns $250-$500+), and annual subscriptions from $5,000-$20,000 (small firms) to $50,000-$200,000+ (large firms), with setup fees of $2,000-$15,000 and training fees of $1,000-$5,000
DeploymentCloud, On-premise
API AvailableUnknown
Data ExportUnknown
LanguagesEnglish
Target SizeAll sizes of accounting firms
Compliance
BAA AvailableUnknown AI-estimated
HIPAA CompliantUnknown AI-estimated
FDA Status Not applicable AI-estimated — N/A
Integrations
EHR Not specified
Specialties Family Medicine, Internal Medicine, Pediatrics

Social Proof

CustomersTens of thousands of returns processed for first customers in Tax Season 2025.

What the Web Says

Filed (filed.tax) is an AI-powered tax preparation platform designed for accounting firms to automate data entry, validate information, and flag anomalies, aiming to reduce busywork by up to 40%. It integrates with existing tax software like CCH, UltraTax, and Lacerte, and supports a wide range of federal and state tax forms. The platform also offers an AI-powered reviewer that cross-checks figures against source documents to identify errors before human review.

Overall: Mixed

Strengths

  • Automates tax data entry and validation, reducing manual work.
  • Integrates with existing tax software (CCH, UltraTax, Lacerte).
  • Offers an AI-powered review engine that flags errors and anomalies.
  • Helps firms increase capacity, improve margins, and reduce staff burnout.
  • Supports a comprehensive range of federal and state tax forms (approximately 3,700).
  • Provides AI-powered client insights and management tools for advisory services.

Limitations

  • Requires training like any other AI, which can be challenging.
  • Some users on Reddit express wariness about new software handling sensitive client data due to potential security risks.
  • Concerns that the technology isn't yet advanced enough to fully replace human preparers or reviewers, as it still makes mistakes.
  • Some users feel that the use of human reviewers in the AI platform defeats the purpose of full automation and increases turnaround time.
  • Perceived as expensive by some users on Reddit.
  • Some believe current AI tax software doesn't offer significant improvements over existing auto-scan features.

Based on reviews from: G2, Reddit

Last updated: 2026-07-12

Ratings & Reviews

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Videos

Product demos, reviews, and walkthroughs for Filed.

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Frequently Asked Questions

Filed is a document management and workflow automation platform designed for healthcare. It aims to streamline administrative tasks, reduce paper reliance, and improve the efficiency of managing patient records, referrals, and other practice-related documents. This can free up physician and staff time, allowing for greater focus on patient care.
Yes, Filed is built with HIPAA compliance as a core principle, incorporating robust security measures, data encryption, and access controls to protect patient health information. It also adheres to other relevant healthcare data privacy and security regulations to ensure your practice remains compliant.
Common alternatives include other electronic health record (EHR) integrated document management modules, dedicated medical document management systems like DocuWare or M-Files, and even cloud storage solutions with advanced security. Filed differentiates itself with its healthcare-specific workflows and focus on physician productivity, often offering more tailored features than generic solutions.
Pricing for Filed usually follows a subscription model, often based on the number of users, the volume of documents, or specific feature sets. There are typically different tiers available, ranging from basic plans for smaller practices to enterprise solutions with advanced integrations and support.
Potential limitations could include the initial learning curve for staff, the need for robust internet connectivity, and potential integration challenges with legacy systems not designed for modern APIs. While comprehensive, no system is a perfect fit for every unique practice workflow, so a thorough assessment of your specific needs is crucial.
Filed is designed to integrate with a variety of popular EHR systems through APIs or other interoperability standards. This allows for seamless data exchange and helps avoid duplicate data entry, further enhancing productivity and data accuracy within your practice.
Filed typically offers comprehensive training programs, including online tutorials, webinars, and sometimes on-site training for larger practices. Ongoing customer support is usually available through various channels like phone, email, and a dedicated help desk to assist with any issues or questions.

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Suggest an Edit → | Last Verified: 2026-07-13 | First Added: 2026-07-12
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