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Verito×Filed

AI-Powered Tax Prep, Secured by Verito

The power of Filed's intelligent tax automation combined with Verito's bank-grade security. Prepare returns 3x faster with complete peace of mind.

SOC 2 Compliant7216 CompliantCPA-Audited Accuracy

Better Together: AI + Security

When you combine Filed's AI tax automation with Verito's managed IT security, you get the ultimate productivity and protection stack for modern tax practices.

AI Tax Automation

Filed extracts, organizes, and prepares review-ready returns from client documents using AI trained by tax professionals.

Bank-Grade Security

Verito protects your firm with 24/7 monitoring, EDR antivirus, and ransomware isolation that keeps client data safe.

Seamless Compliance

Both platforms are built for compliance—SOC 2, 7216, FTC Safeguards Rule, and IRS Pub. 4557 ready.

AI-Powered

Filed: Get Review-Ready Returns in Minutes

Filed uses AI trained by tax professionals to read your client documents—W-2s, 1099s, K-1s, and more—and prepares structured, review-ready returns around the clock.

Intelligent Data Extraction

Drag and drop documents. Filed reads, sorts, and organizes everything automatically.

Learning AI

Filed learns your firm's preferences over time, applying logic and flagging what matters.

CPA-Audited Accuracy

Built-in accuracy checks ensure returns come out clean and ready for your final review.

Seamless Integration

Works with Drake, ProConnect, CCH Axcess, UltraTax, and your favorite practice management tools.

Explore Filed
Review-Ready Return
3x Faster
Tax Preparation
24/7 Monitoring Active
Threats Blocked: 2,847
1,000+
Firms Protected
Enterprise Security

Verito: Secure IT Built for Accounting

Verito provides comprehensive managed IT security designed specifically for tax and accounting firms. Protect your practice with the same security used by banks.

Advanced Threat Protection

EDR antivirus and ransomware isolation to protect client data and satisfy IRS requirements.

24/7 Expert Support

VeritCertified technicians who understand tax software—not just 'reboot your computer'.

Compliance-Ready

Meet FTC Safeguards Rule and IRS Pub. 4557 requirements with our managed security stack.

Managed Backups

Automated, encrypted backups with quick recovery to protect against data loss.

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The Complete Modern Tax Practice Stack

Here's what you get when you combine Filed's AI with Verito's security infrastructure.

40% Less Prep Time

AI handles data extraction and organization so your team focuses on review and client service.

Zero Security Gaps

End-to-end encryption, SOC 2 compliance, and 24/7 threat monitoring across both platforms.

Scale Without Risk

Take on more clients without hiring more staff—AI and automation handle the heavy lifting.

Unified Compliance

Both platforms are built for 7216, FTC Safeguards, and IRS requirements. No extra work needed.

Smart Integrations

Filed connects to your tax software. Verito protects your entire tech stack. Everything works together.

Expert Support

Tax-fluent support from Verito + dedicated Filed success team. Help is always a call away.

Compliance Without the Headache

Tax firms face more regulatory pressure than ever. Our partnership ensures you meet every requirement without extra effort.

SOC 2 Type II
Certified
7216
Compliant
FTC Safeguards
Ready
IRS Pub. 4557
Aligned

Security Certifications

256-bit AES encryption at rest and in transit
Microsoft Azure secure infrastructure
Role-based access controls and audit logs
U.S.-based data centers with clear retention policies
Regular third-party security audits
Continuous threat monitoring and response

Ready to Transform Your Practice?

Join leading tax firms using AI automation and enterprise-grade security to work smarter, not harder.

Questions? Contact our team at [email protected]