Built for firms running tax work in Canopy
Canopy remains your firm's system of record. From within a client record in Canopy, your team selects the files they want and sends them to Filed for tax preparation using a dedicated Send for tax prep action. There is no context switching between the two. Filed processes the documents behind the scenes and keeps progress and results synced back into Canopy.
Filed is complementary to how Canopy already works, supporting preparation during peak season without requiring workflow changes or task reassignment.
How it works
- Connect Filed to Canopy through guided setup
- Open a client record in Canopy and select the files for tax preparation
- Click Send for tax prep by Filed to initiate
- Filed prepares the workpaper using the selected client data
- Progress and results stream back into Canopy
- Receive a link to the finished digital workpaper on completion
What this means for your team
- Canopy stays your system of record for clients, tasks, and timelines
- Filed supports preparation without adding procedural steps
- Only selected tasks and relevant client data transfer to Filed
- Work stays organized, predictable, and easier to advance
How it works
- Connect Filed to Canopy through guided setup
- Select client files and send them with Send for tax prep
- Filed prepares the workpaper from the selected data
- Progress and results stream back into Canopy
The questions firms ask us
Filed integrates directly into Canopy. From within a client record, teams can select the files they want and send them to Filed for tax preparation using a dedicated action.
No. Firms stay in control. Files are sent intentionally from Canopy to Filed when preparation is ready to begin.
Preparation happens in Filed, while progress and results stay visible inside Canopy. Teams remain informed without leaving their existing workflow.