Filed offers an AI-first tax preparation platform that reads documents, applies firm-specific tax strategy reasoning, and enters data into clients' existing software systems. The product flags scenarios that require human input, keeping humans in control while automating low-value tasks. Founders Leroy Kerry (CEO) and Atul Ramachandran (CTO) designed the AI specifically for tax workflow and emphasize direct integrations rather than forcing clients to overhaul tech stacks. The company positions itself against others in the space, including Black Ore and Basis, by focusing on tax-specific reasoning and system integrations. Filed plans to use fresh capital to expand its team and hire more tax engineers. Its long-term vision is to become foundational AI infrastructure for the entire tax industry, extending beyond return preparation to client collaboration, document management, and audit preparation.

Total raised

$17M

Funding rounds

1

Latest round

Seed

Latest activity

May 2025