TD2604. The Simple 2-Step Recipe for AI Pilot Success in AI Tax Prep (1040, 1041, 1065, 1120 & 1120S), presented by Filed (TCH, DCPA, PRA, TAX)

Most AI tax prep pilots fail before they start. Filed is different, and this live demo shows why.

Why pilots fail:
- A new portal your taxpayers have to learn
- A new workpaper process for your staff
- Dropping the firm-specific Excel templates you tie out with
- Re-learning all of it in the middle of tax season

How Filed wins:
- Runs inside the tax software you already use (CCH Axcess, Lacerte, UltraTax, ProConnect, Drake)
- Same portal, same workpapers, same tie-out templates
- No new login, no rip-and-replace, nothing to re-learn

The 2-step recipe:

Step 1, Foundation: the AI preps business and personal returns at volume, learning your documents and conventions

Step 2, Verification: every correction your team makes becomes firm-specific intelligence, so each return makes the next one faster and more accurate

Before any launch:
Every engagement starts with an 8-week training program that teaches the AI your firm's way of working. We invest in your firm for years to come, not just this season. It is why Filed has the highest AI adoption success rate in the industry.

What you see:
Real returns moving through prep, review, and sign-off, plus the playbook for running a successful pilot: what to measure, what to expect in the first 8 weeks, and an honest view of where the technology is ready today.

You leave with a clear, repeatable path from pilot to production.

Learning Objectives:

• Identify the most common reasons AI tax prep pilots fail to reach firm-wide adoption.
• Recognize how an embedded AI workflow keeps a firm's existing tax software, client portal, workpapers, and Excel tie-out templates in place.
• Distinguish the two phases of a successful AI tax prep pilot, foundation and verification, and the role of pre-launch training in driving adoption.