The short answer
Filed's official pages present AI Tax Prep alongside review, planning, leadsheets, binders, work management, and firm memory. Tax Automate leads with Tax Preparation Automation and connects it to Client Journey, Growth and Front Desk, and Advisory and Notice Response packages. Both descriptions are broad; the buying decision should rest on demonstrated workflow fit and current availability.
This is a point-in-time evaluation guide based on public product information reviewed August 15, 2026, not hands-on testing of the competitor. Confirm current capabilities, integrations, pricing, and implementation requirements directly with each provider. Product names belong to their respective owners; Tax Automate is not affiliated with or endorsed by the compared provider.
Compare the tax-production path
Ask both providers to demonstrate intake, source-document processing, proposed entries, uncertain items, reviewer corrections, workpapers, and delivery into the tax software used by the firm. Filed describes Prowork and named tax-software environments on its current public pages.
For Tax Automate, verify supported return and document types, exact integration method, review artifacts, and fallback when automation cannot complete a task.
Compare firm knowledge and review
Filed describes Firm Memory, AI Reviewer, Leadsheets, and Binders. Evaluate who can create or change firm rules, how client history is distinguished from current facts, and how reviewers see source evidence and overrides.
Ask Tax Automate to show how Practice 360 context is governed, scoped, and connected to preparation rather than inferring that every workflow shares a live record.
Compare commercial and implementation models
Filed's public pricing page describes custom pricing based on total taxpayers with firm-wide product and seat access. Confirm the current quote, included implementation, supported connections, and renewal terms.
For Tax Automate, confirm product packaging, users, usage, implementation, support, and which capabilities can be adopted independently.
Decision checklist
Use representative returns and negative tests, not a scripted success path. Score evidence, exceptions, review, permissions, security, integrations, change management, support, exit, and total operating effort.
Document limitations and a re-evaluation date after the pilot.
Sources and limitations
- Filed AI Tax Prep — Filed; reviewed August 15, 2026.
- Filed pricing and product scope — Filed; reviewed August 15, 2026.
This article is educational and is not tax, legal, accounting, security, or investment advice. Product capabilities and tax requirements can change. Confirm current vendor scope and authoritative guidance for the relevant facts, tax year, and jurisdiction.
How this article was prepared
We separate current sourced facts from operational recommendations, avoid invented performance claims, and show the primary sources and review date used.
Read the editorial methodology