partnership
Box
Document management
How it works
- Import Box documents into Filed
- Support for PDFs, scans, and images
- Keep files organized by client
Box
Document management
Filed can be used to automate tax workflows, the same way a preparer would. It keeps the workflow familiar while removing manual steps.
How it works
- Import Box documents into Filed
- Support for PDFs, scans, and images
- Keep files organized by client
Filed is not affiliated with or endorsed by this software
Box integrates with Filed to make document intake straightforward. Pull in the files your clients share and keep everything ready for tax prep.
Best-in-class firms use Filed
FAQ
