TD2509. The AI Tax Preparer Built for Firms Who Can’t Hire Fast Enough

Tax season doesn’t care if you’re short-staffed. It doesn’t wait for your next hire. And it certainly doesn’t scale just because your firm is growing.

This live tech demo introduces Filed, the AI tax preparer designed for firms feeling the pressure of rising workloads and limited capacity.

Unlike generic tools that offer “support” without understanding the tax profession, Filed is built by industry insiders. From client intake to return preparation, Filed automates the manual, repetitive steps that slow teams down, all while preserving the accuracy and oversight professionals require.

In this session, attendees will explore how AI is already being used to streamline tax preparation at scale. You’ll see how firms are leveraging Filed to:

Accelerate prep and reduce review cycles

Ensure consistency across preparers

Reduce operational strain during peak seasons

Support staff retention by eliminating low-value busywork

So, whether you're evaluating new technology, planning for growth, or rethinking your staffing model, this session offers a clear look at what AI can do for your tax practice—right now.

Learning Objectives:

• Identify opportunities to apply AI-driven automation in the tax preparation workflow to reduce manual workload and improve team efficiency.
• Explore how forward-thinking firms are shaping AI tools like Filed to reflect their internal workflows—unlocking future opportunities for standardization, accuracy, and scale through design partnerships.