Filed connects to your document management system (Canopy, Karbon, TaxDome, Google Drive, SharePoint) to ingest client files. Filed reads source documents, extracts data, and builds a human-readable workpaper with an audit trail. Filed then drafts the return directly inside Drake, UltraTax, ProConnect, CCH Axcess, or Lacerte. Your team reviews, adjusts if needed, and signs off. Filed also includes AI Tax Planner (120+ strategy evaluation), Leadsheets, Binders, and Prowork (real-time sidebar in your tax software).