Which practice management systems and document management systems does Filed integrate with?
Live integrations include Canopy, Karbon, TaxDome, Google Drive, and SharePoint, with manual upload as a fallback.
Filed creates a secure, two-way connection to selected folders in your DMS/PMS so new or updated files sync automatically. Setup typically takes <30 minutes during onboarding. If your system isn’t listed, use the simple upload path and keep your existing client-collection process unchanged.
filed integrations, tax document management integrations
Pre-Season Pricing
1040s starting from $45 per return
Limited-time early pricing for the 2026 tax season