Best-in-class firms use Filed
Built for firms running tax work in Financial Cents
Financial Cents remains the place where work is organized and tracked. Filed connects in to support tax preparation by pulling the right work items and documents into a clean preparation workflow. The integration is simple to set up, transparent in what data is shared, and flexible enough to match how firms already use Financial Cents.
Once connected, Filed pulls in the right work items and supporting documents so preparation can begin quickly and stay aligned with your existing workflow. Teams do not need to change how they assign work or track progress. Financial Cents remains the system of record for workflow, while Filed focuses on reducing the manual effort of preparing returns.
How it works
- Connect Filed to Financial Cents using 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
What this means for your team
- Financial Cents remains your system of record
- Filed accelerates preparation without adding extra steps
- Only selected work items and documents are pulled into Filed
- A smoother handoff between workflow and preparation
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