From Canopy to a prepped return, no re-uploads
Client files in Canopy sync straight to Filed. Filed preps the return in your tax software and the status lands back on the client's Tax Prep tab. Watch both product teams run it live, then ask them anything.
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Can't make it live? Register anyway and we'll send you the recording.
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Documents in Canopy. A prepped return in Filed.
Canopy stays your system of record. Client files sync to Filed, Filed preps the return in your tax software, and the status shows up back on the client's Tax Prep tab.
Documents sync from Canopy
Client files on the Canopy Tax Prep tab sync to Filed. Nobody downloads or re-uploads a thing.
Filed does the prep
Filed sorts the documents, pulls the data and enters it into your tax software, section by section.
Status comes back to Canopy
The project status updates on the client's Tax Prep tab, with View in Filed one click away.
Review, don't re-key
Every line is compared with last year and flagged by priority, so reviewers start with what matters.
What we'll cover in 60 minutes
Two live demos on real client files, then open Q&A with both product teams.
The last 15 minutes are open Q&A. Setup, supported returns, security, edge cases from last season. Ask anything.
What firms asked for, and where the integration fits in a busy season.
Connecting Filed and syncing client files from the Tax Prep tab, then where the status shows up.
Document sorting, data entry into your tax software, and review against last year.
How a high-volume practice set it up and what changed for their team.
Your questions, answered live by both product teams.
Hear it from the teams that built it
Senior Product Manager at Canopy, working on the Filed integration.
Strategic Partnerships at Filed. Leads the Canopy partnership.
A 1,000+ return practice that has used the integration since the closed beta.
Deciding how to take on more returns this season without adding seasonal staff.
Who want returns prepped before they open them, with every number traced to its source.
Who run intake in Canopy and want fewer handoffs between systems.
Before you register
Yes. Register once and you get the live link, a reminder and the recording.
Register anyway. We'll email the recording to everyone who signs up.
No. Canopy firms will see exactly how the integration works. Everyone else will see how Filed preps returns alongside a practice management system.
UltraTax CS, CCH Axcess, Lacerte, Drake and ProConnect.
60 minutes, with the last 15 set aside for open Q&A.
Yes. Bring it to the Q&A, or book time with the Filed team after the session.
See the handoff for yourself
Free, live and recorded. Register once and we'll send the join link, a reminder and the replay.