Welcome to the Fast Track.
Before you take Filed for a spin, here are a few things you need to know in order to make the best of this trial.
1. This is a trial/demo environment.
integrate directly to their Drake tax software. In this environment, for your security and because set up is a white-glove experience, we will not connect to your tax software.
2. Dowloads
Please download mock client files—you know, the usual suspects: W-2s, 1099s, and the rest. You'll use these in the first step of the trial
Download mock client files3. Want to learn more about Filed?
Bookmark this page. Schedule a review call with our solutions team, and explore our knowledge base.
Schedule your review call
About your review call
Our Review Call brings together our sales team and tax engineers to provide you with personalized solutions based on your firm's unique needs.During this call, you can ask technical questions, discuss custom workflows, and learn how Filed can integrate seamlessly with your practice.
hi@filed.com