Filed

About Filed

Filed operates as a specialized technology provider for the accounting sector, offering an AI-powered tax preparation platform. The company was established to address the mounting pressures on tax professionals, who contend with increasing workloads, tighter deadlines, and a shrinking talent pool as many CPAs approach retirement. Filed was developed in collaboration with tax professionals to create a practical and intelligent tool grounded in real-world accounting scenarios.

The core of the business is an AI tax preparer that assists accounting firms by accelerating the preparation process, enabling them to scale their operations more effectively. The platform is positioned not as a substitute for professional judgment, but as a form of leverage to augment the capabilities of tax experts. During the 2025 tax season, initial clients utilized the system to process tens of thousands of returns, reportedly reducing turnaround times from a week to overnight without needing additional staff. The company's business model centers on providing this technology to elevate the efficiency and capacity of modern tax professionals.

The company is led by CEO Leroy Kerry. The founding team includes experienced tax professionals who were motivated by their own experiences with the repetitive nature of tax seasons. Founding CPAs Kevin Lee and Hannah Jones Gabell were driven by the desire to build a superior system for themselves and their clients, addressing the inefficiencies of existing options.