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We decided to help tax pros actually enjoy tax season. Not survive it. Not dread it. Enjoy it
A crazy idea? Maybe
Until it worked 👇
Filed didn’t replace JCG’s team.
It gave them breathing room.
More capacity.
Less cleanup.
No tradeoffs.
This is what happens when you pair good tech with great operators.
youtu.be/SPMrnt9W2ug?feature…
If you're done surviving tax season and ready to forge a new path, this is your moment
📩 Apply here: filed.com/early-access
To the firms that believed in us early, our investors, our extraordinary team, thank you
Now we’re opening early access to a select group of firms
Filed is an AI tax preparer built to fit the way firms already work. No rip-and-replace. No black box. No late-night chasing PDFs. Just faster prep, cleaner reviews, and compounding accuracy over time
Read more from @DominicMadori in @TechCrunch: techcrunch.com/2025/05/21/fi…
This past season, a group of ambitious firms went all in with us. They processed tens of thousands of returns using Filed
The results?
3x more output
Turnaround times dropped from a week to overnight
Teams asking for more returns
75% of CPAs in the U.S. are nearing retirement
Enrollment in accounting programs keeps falling
And 90% of firms say they can't hire fast enough
This isn’t just a talent gap, it’s a slow-moving collapse
We raised $17.2M to give tax pros leverage—not chaos–from @NorthzoneVC @Jess_M_Schultz, @DayOneVC @mashadrokova, JVentures, @Neo @apartovi, RaineVentures @GSRubenstein, and GreensVentures and an amazing crew of angels. 🙏
How do you really keep your marketing on autopilot as a busy founder?
As your accounting firm grows, so do the demands on your time.
Here are 3 simple ways to keep things running smoothly while you focus on your clients:
1. Deliver top-tier client service.
Happy clients become your best marketers.
2. Stay connected.
Regular check-ins show clients you care beyond tax season.
3. Spot growth opportunities.
Have systems in place to upsell higher service levels or ad hoc projects.
Smart processes = less stress + more growth.
#TaxTwitter
Doing taxes feels like cooking.
You just end up with less than you started with.
#taxtwitter
Niching down and pricing your services correctly will get you more freedom.
#taxtwitter
What advice would you give to someone looking to start their own accounting firm?
#TaxTwitter
The mad scramble to locate every client record, ensure accuracy, and avoid those late-night ‘where did I save that?’ moments. 😅
Say goodbye to the scramble.
This tool can organizes every client tax file into a perfect folder, built for CPA powerhouses like Drake, CCH, UltraTax, ATX, ProConnect, and more.
No more lost files.
No more last-minute hunts.
Just streamlined, stress-free tax prep.
#taxtwitter
Leroy Kerry retweeted
EOY Tax Meetings Agenda
1. BOI Reporting
2. Biz Income Projection
3. Rental Losses
4. 401(k)
5. Max out QBI Deduction
6. State PTET
Takeaways
1. How much to pay to satisfy safe harbor by 1/15/25
2. How much to pay by 4/15/25
3. State PTE to pay by 12/31
#TaxTwitter
Leroy Kerry retweeted
Don't forget it's time to renew your PTIN and one of the questions is if you have a WISP.
Make sure you actually have a WISP in place before you renew your PTIN. #TaxTwitter
@AICPA – at Breckenridge, CO
Leroy Kerry retweeted
This is not a fun fact:
During tax season, the average accountant clocks 50-60 hours a week.
Even hitting 80 hours!
That’s some serious overtime to make sure every figure aligns.
They’re the true, behind-the-scenes heroes of finance.
Subscribe to our blog here to read on how AI can speed the way you manage less work:
buff.ly/3BVMKIp
#taxtwitter
Unless your using a tool to help it's really hard to achieve good cost-benefit results.
Leroy Kerry retweeted
The US election will have far-reaching economic consequences, ranging from how Americans are taxed to how the country trades with the rest of the globe. btaxgo.com/0eF1oQe
Leroy Kerry retweeted
Accountants shouldn't have to waste hours drowning in paperwork.
Can you imagine getting what you need from a document in seconds, not hours?
🎉This new unlocked feature does that:
In just one scan, you can extract everything you need no more manual searching.
Think of it as the virtual assistant you’ve always needed but never had.
It’s faster, smarter, and 10X better than OCR.
Next time you’re about to lose hours in paperwork, don’t.
Let this tool handle it.
#taxtwitter