Firm-wide preparation and review
Taxably vs. Filed
Preparation, review, planning and binders under one flat monthly plan sized to the firm's client book. Taxably focuses on turning existing client folders into prep sheets.
Researched · USD
Pricing and what it covers
Taxably · Document organization and prep sheets
$10 per return
Plus $5 monthly firm fee
First 10 clients free, then $10 per return, plus $5 a month for the firm. No page charges.
The $5 monthly firm fee starts the day you add your card. The $10 per return starts after your first 10 clients. Card required to start.
Taxably pricing and billing detailsFiled · Quote required
Flat monthly firm plan
Custom price based on total taxpayers
- Pro and Enterprise are priced on the firm's whole client book; Filed says it does not charge per seat, return or credit.
- The price is set on a discovery call. Filed describes itself as a multi-year partner with annual renewals.
- Pro includes guided onboarding run as a multi-phase program; Enterprise adds SSO provisioning, a custom DPA and on-premise options.
These prices cover different work. A prep sheet, a software platform, and a professionally reviewed return are different deliverables.
What to budget for your firm
Compare a worked example, with the price basis and limits visible.
Assumes 10 eligible free clients at Taxably. Clear this option if those allowances are unavailable.
One firm, one return per client for one tax year, and 12 monthly firm fees where applicable. Before tax, staff time, existing tax software, and unlisted add-ons. Different products cover different work; these are budget calculations, not promised savings or measured performance.
Taxably
Calculated annual cost
$4,960
490 paid returns × $10 + 12 × $5.
$9.92 per return across 500 returns, including the firm fee.
Document organization and prep sheets. Your firm still prepares and files the return.
Taxably pricing and billing detailsFiled
Current dollar estimate unavailable
Quote needed
Whole-firm contract
12 × quoted monthly firm fee + any separately quoted implementation charges
The fee is scoped to the whole client book, not just returns run through the tool. Confirm the contract term and renewal price. Monthly billing does not establish a month-to-month commitment.
Source for this estimate for Filed (opens in a new tab)What Filed does
Filed reads a client's source documents, drafts the return in your tax software, flags what does not match, and adds planning reports, an Analyst for questions across clients, and a Binder. Prowork brings it into existing tools. It covers 1040, 1065, 1120, 1120-S, 1041 and 990.
- Preparation, review and planning in one agreement.
- Business, trust and nonprofit returns as well as 1040s.
- Firm-wide access with no per-user charge.
- Published SOC 2 Type II and ISO 27001.
How the workflow compares
| Workflow | Taxably | Filed |
|---|---|---|
| How work starts | Reads connected client folders on your Windows computer. Clients keep their existing way of sending documents. | Its Binder gathers client documents, including through practice tools such as Canopy, Karbon and TaxDome. |
| What you receive | A bookmarked PDF prep sheet per client and tax year, with source documents and items needing attention. | A draft return in your tax software, review flags, planning reports and binders. |
| Tax software | Works alongside your tax software. Does not enter figures into it or e-file returns. | Names Lacerte, CCH Axcess, ProConnect and Drake. Review is described for other software, without naming it. |
| Who reviews | Your preparer checks the source documents, resolves open items, and prepares the return. | Your preparers and reviewers work with the platform and approve the resulting work. |
| Document handling | Documents and prep sheets on your firm's systems; external reading of document images. Your firm manages backups. | Client documents are processed and stored on Filed's US-based infrastructure. It states SOC 2 Type II and ISO 27001; Enterprise offers on-premise options. |
How work starts
- Taxably
- Reads connected client folders on your Windows computer. Clients keep their existing way of sending documents.
- Filed
- Its Binder gathers client documents, including through practice tools such as Canopy, Karbon and TaxDome.
What you receive
- Taxably
- A bookmarked PDF prep sheet per client and tax year, with source documents and items needing attention.
- Filed
- A draft return in your tax software, review flags, planning reports and binders.
Tax software
- Taxably
- Works alongside your tax software. Does not enter figures into it or e-file returns.
- Filed
- Names Lacerte, CCH Axcess, ProConnect and Drake. Review is described for other software, without naming it.
Who reviews
- Taxably
- Your preparer checks the source documents, resolves open items, and prepares the return.
- Filed
- Your preparers and reviewers work with the platform and approve the resulting work.
Document handling
- Taxably
- Documents and prep sheets on your firm's systems; external reading of document images. Your firm manages backups.
- Filed
- Client documents are processed and stored on Filed's US-based infrastructure. It states SOC 2 Type II and ISO 27001; Enterprise offers on-premise options.
Source documents and prep sheets stay on your firm's systems. Document images go directly from your computer to an external reading provider, which is not permitted to train on them. This is not an entirely offline workflow. Taxably's data handling
Which fits your firm?
Consider Taxably when
You want to start this season without a contract or onboarding program: a published price per return, your current tax software and portal, and one prep sheet per client your preparer works from.
Consider Filed when
You want to adopt one preparation, review and planning platform across the whole firm and can commit to a multi-year relationship.
Before you decide
- No published price, and the fee covers the whole client book, not only the returns you run through it.
- A multi-year relationship and a structured onboarding program take team time and commitment.
- UltraTax and GoSystem no longer appear on its named list of tax programs.
Common questions
Sources and review date
Sources reviewed on October 28, 2026. Follow the source for current terms.
- Plans and terms (opens in a new tab)
Pro and Enterprise, return types, onboarding, contract language and deployment.
- Pricing FAQ (opens in a new tab)
Flat monthly pricing and included firm access.
- Integrations (opens in a new tab)
Named tax software and practice-management tools.
- Platform overview (opens in a new tab)
Preparation, review, planning, Binder, Analyst, data location and security.
See it on your own client folders.
Watch a sample prep sheet, then create your account and point Taxably Connect at one client folder. The download is in your account once it is set up.
Published by Taxably. Reviewed October 28, 2026 using the official sources linked on each page. Product descriptions are vendor statements, not independent performance tests. Prices are in USD; quotes, taxes, contract terms, and availability may differ. Trademarks belong to their owners. Send corrections to support@taxably.ai. Suggest a correction