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Practice mgmt Open question — the Lab is working on this

Has anyone demoed or used the tool called Filed?

1:12:50From the June 3 call · MCP Connectors, Custom Portals, and AI Tax Workflows in Practice

No one on the call had actually used Filed. One member had only seen them at a vendor booth at a conference. Another had heard of it and found it interesting but hadn't looked into it. A third member said they'd been trying to get a demo but felt their firm was too small to get a response, though they noted that as their firm has become better known, vendors who previously ignored outreach are now reaching out unprompted.

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