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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.
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
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Total Funding
$17.2M
Above
Industry Average
Funded Over
1 Rounds
Industry standards
Open Tax Technology Alliance launches with free 1040 engine. Published September 22, 2026, 9:00 a.m. EDT Tax solution specialists Filed and Crimson Tree Software have teamed up to launch the Open Tax Technology Alliance, a new organization dedicated to promoting and supporting open source software in the accounting technology space. As one of the Alliance's first initiatives, it has released a free 1040 tax calculation engine anyone can use, as well as an open data standard for partnership returns that bypasses PDFs in favor of digitized information. This Q&A offers insights from a conversation with David Yue, co-founder and CEO at Accordance, on the opportunity AI presents to accountants and why... Technology Editor Chris Gaetano is the technology editor for Accounting Today. He brings with him more than a decade of experience covering the accounting profession... Read full bio
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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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
Find jobs on Simplify and start your career today