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Speaker

Jose Franco

Head of Solutions Engineering
Filed

Jose Franco is a tax technology leader with over 10 years of experience in tax, sitting at the intersection of enterprise sales, technical implementation, and AI-powered innovation. As Head of Solutions Engineering at Filed, he leads the technical go-to-market function for an AI-driven tax preparation and review platform built specifically for CPA firms across the United States — owning the full enterprise customer journey from demo to post-implementation success.

What sets Jose apart is a rare combination of practitioner-level fluency in professional tax software — CCH Axcess, UltraTax CS, Drake, Lacerte, ProConnect — and the commercial instincts of a seasoned enterprise operator. His background spans EY, Alvarez & Marsal, and wealth management tax planning, giving him the credibility to engage at the partner level while speaking the language of the tax pro in the trenches.

Since joining Filed, Jose has been a core architect of the company's technical sales infrastructure and a hands-on contributor to the product itself, working closely with engineering and ML teams to shape how the platform evolves. Based in Atlanta, GA, he works at the forefront of AI adoption in the accounting industry, helping CPA firms navigate a meaningful shift in how tax preparation and review gets done.