SharePoint is one of the document sources Filed connects to. Pull the client files your firm already stores in SharePoint into Filed, where they are organized and turned into a clean, reviewer-ready workpaper.
There is no need to move or reorganize anything. Filed reads from your existing SharePoint libraries, so document intake stops being a manual, file-by-file chase.
How it works
- Import files from SharePoint libraries
- Work with your existing shared folders
- Handle PDFs, scans, and images
- Keep documents organized by client for prep
Ask Filed, in your own words.
Starting points for this connection. Swap the bracketed details for your client and your dates.
Find the SharePoint folder for [client name] and list the most recent source documents.
Summarize the tax documents in [folder name] and flag anything that appears missing.
With write access enabled, create an approved folder structure for [client name] and upload [file name].
The questions firms ask us
You authorize the connection once, and Filed can pull the client documents you store in SharePoint directly into a return, with no switching between tools.
No. Filed reads from your existing SharePoint structure and organizes the documents on its side for prep.
Filed handles the common document types firms work with, including PDFs, scanned documents, and images.