partnership

Canopy

Practice management
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SOC 2 Type II
ISO 27001 in progress
US Data Residency
Software
Canopy

Canopy

Practice management
Filed can be used to automate tax workflows, the same way a preparer would. It keeps the workflow familiar while removing manual steps.
Book a demo
Setup guide
How it works
  • Sync client information
  • Import documents stored in Canopy
  • Keep files organized for tax prep
  • Reduce duplicate data entry
Filed is not affiliated with or endorsed by this software
Best-in-class firms use Filed
paramount tax &accounting logo.smith group cpa logo.JCG logoTRACK logoSCHWARCZ CPA logoSTRATAX logolagow cpa logo.KBS logo with a blue and gray geometric design positioned on the left side.
paramount tax &accounting logo.smith group cpa logo.JCG logoTRACK logoSCHWARCZ CPA logoSTRATAX logolagow cpa logo.KBS logo with a blue and gray geometric design positioned on the left side.

Canopy integrates with Filed so firms can keep client data organized while preparing returns. It reduces repetitive work and keeps everything in the right place.

How it works
  • Sync client information
  • Import documents stored in Canopy
  • Keep files organized for tax prep
  • Reduce duplicate data entry