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Overview
Filed offers an AI-powered tax preparation platform for accounting firms. The system acts as a tax preparer that accelerates the preparation process by handling repetitive, real-world tax scenarios, designed to augment tax professionals rather than replace their judgment. It helps firms scale by reducing turnaround times—claims during the 2025 tax season that returns could be processed overnight rather than over a full week without additional staff. The company targets CPAs and tax professionals, focusing on leveraging technology to increase efficiency and capacity during busy tax seasons. Led by CEO Leroy Kerry, with founding CPAs Kevin Lee and Hannah Jones Gabell, Filed centers on practical, profession-driven tax workflow automation.
About Filed
Industries
Data & Analytics
Enterprise Software
AI & Machine Learning
Company Size
N/A
Company Stage
Seed
Total Funding
$17.2M
Headquarters
London, United Kingdom
Founded
2017
Simplify's Take
What believers are saying
- Filed raised $17.2 million in 2025 from Northzone, Neo, Raine, and Day One Ventures.
- Canopy launched Smart Prep with Filed in January 2026, widening enterprise distribution.
- Filed's September 2026 positioning spans six engines and no rip-and-replace migration burden.
What critics are saying
- Thomson Reuters SurePrep and Black Ore directly target the same tax-prep workflow.
- Canopy's Smart Prep stays pilot-only until after the 2026 tax season.
- A single wrong return triggers IRS penalties, malpractice claims, and a trust collapse by 2027.
What makes Filed unique
- Filed integrates inside CCH Axcess, UltraTax, Drake, Lacerte, ProConnect, and Canopy.
- Filed supports prep, review, and advisory across 1040, 1065, 1120, 1120-S, 1041, and 990.
- Filed's 2025-2026 clients reported 30-50% shorter review cycles and 3x return throughput.
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Funding
Total Funding
$17.2M
Above
Industry Average
Funded Over
1 Rounds
Industry standards
Company News
At Filed, our mission started with a single moment. An accountant couldn’t onboard my prior business because of staffing issues. That sparked a deeper question: how could we help the profession rebuild capacity without hiring sprees or sacrificing quality?
SLS client Neo joins Filed's $17.2MM round.
There is a new accounting software in town, coming in with a fresh $17.2 million raise and a desire to shake things up. The company, Filed, hopes to Filed, which uses AI to complete the lifecycle of a tax return, raised $17.2 million led by Northzone.
AI tax startup Filed has raised $17.2 million to enhance tax return processing with AI. The funding, from seed and preseed rounds led by Northzone and others, will help Filed automate tax tasks, addressing the accounting industry's talent shortage. Filed's AI integrates with existing tax software, improving productivity by automating tasks like data entry. Clients like JCG Tax Advisory have reduced review cycles by up to 50% and increased processing capacity, aiming to expand into document management and audit preparation.
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About Filed
Industries
Data & Analytics
Enterprise Software
AI & Machine Learning
Company Size
N/A
Company Stage
Seed
Total Funding
$17.2M
Headquarters
London, United Kingdom
Founded
2017
There are no jobs for Filed right now.
Find jobs on Simplify and start your career today