Canopy

The Filed Canopy integration is a direct connection that sends client files from Canopy to Filed for AI tax preparation. From inside a client record in Canopy, your team selects the files it wants and sends them to Filed with a dedicated Send for tax prep action. Files only move when you send them. Filed reads the documents, builds the workpaper and prepares the return in your tax software (CCH Axcess, Lacerte, Drake or ProConnect), with every figure traced back to its source page. Progress and results sync back into Canopy, so the team can see where each return stands without leaving it.

Canopy stays your system of record, and you don't need to change workflows or reassign tasks. Filed supports 1040, 1065 with K-1, 1120, 1120-S, 1041 and 990 returns, is SOC 2 Type II compliant and ISO 27001 certified, and keeps client data on U.S. servers.

How it works

1. Connect Filed to Canopy through guided setup
2. Open a client record in Canopy and select the files for tax preparation
3. Click Send for tax prep by Filed to initiate
4. Filed prepares the workpaper using the selected client data
5. Progress and results stream back into Canopy
6. 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