The Ecosystem

Keep your software.
Add the intelligence.

Filed syncs with your Practice Management to organize the work, then drives your Tax Software to execute it.
Step 1: The Foundation

Practice & Documents

We integrate with your "Source of Truth." Filed automatically retrieves client data and documents to build client binders and start your workflow on the right foot.
2-way sync
2-way sync
2-way sync
2-way sync
2-way sync
Others Coming Soon
Integrated Document Management Systems
SmartVault
Dropbox
Box
Sharepoint
Google Drive
Step 2: The Execution

Tax Software Connections

We interact with your tax software in two distinct ways, depending on the product.
For Automated Tax Prep
We work *inside* your tax software

For tax preparation, we map directly to your tax software. We essentially "log in" and do the typing for you, without getting in your way.

UltraTax
CCH Axcess
ProConnect
Drake
For Review & Advisor
We work *on top* of your tax software

Filed's Review assistant tool and tax advisory tools are software agnostic. If you can print a return to PDF, we can review it.

Universal Compatibility
CCH • UltraTax • Drake • Lacerte • GoSystem • ProSeries
Works with any PDF

Want to see how we work with your stack?

Check our detailed documentation or book a demo to see the workflow live.

Book a demo