Leroy Kerry

Leroy Kerry, CEO and co-founder of Filed, shares his journey from building fintechs in Europe to revolutionizing tax automation in small-town America. He discusses how agentic AI can streamline tax workflows, addressing inefficiencies and reducing manual effort. Leroy tackles the importance of security and transparency in AI adoption and the vital need for firms to modernize or risk losing talent. The conversation also explores the evolving role of AI in tax preparation and its potential impact on future advisory services.