Does Filed replace our client portal or DMS?

No. Filed fits your existing stack and doesn’t disrupt client relationships.

Filed integrates with your current DMS/PMS and uses your established client intake methods. If a document is missing, your team can be alerted to request it via your normal channel. No need to migrate portals or retrain clients.

client portal vs filed, dms integration
Pre-Season Pricing

1040s starting from $45 per return

Limited-time early pricing for the 2026 tax season