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.

Financial Cents is the project management and workflow system where tax firms track tasks and run their operations. Filed plugs directly into how firms already use it, pulling the right work items and documents into a clean preparation workflow while Financial Cents stays the system of record.

Preparation begins quickly without changing how your team assigns or tracks work, for a smoother handoff between workflow and prep.

How it works
  • Connect Filed to Financial Cents with a secure connection
  • Select the work items you want to send to Filed
  • Import relevant documents and begin preparation in Filed
  • Keep work aligned as preparation progresses
Questions

The questions firms ask us