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"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

1/4

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Leroy Kerry

4.7 / 5

AI-Powered Tax Technology
SaaS Startup Leadership
Workflow Automation for Accounting Firms
Team Optimization and Tax Industry Transformation

Leroy Kerry is the co-founder and CEO of Filed, the AI tax preparation platform designed to boost offshore team quality and free onshore teams for higher-value work. With a background in SaaS startups and fintech, Leroy built Filed to address urgent labor shortages in the accounting profession. Filed automates the most tedious aspects of return prep, helping firms deliver faster, higher-quality service and adapt to evolving staffing challenges.

Filed's technology slots directly into firms’ existing workflows, using AI trained specifically for tax work to read documents, apply company-specific strategies, and manage data entry. Leroy's vision for Filed is long-term transformation: to become the foundational AI infrastructure for the tax industry, supporting everything from client collaboration to document management and audit preparation.