Box

Document management

Bring Box files into Filed so your team always has the documents they need.

Box integrates with Filed to make document intake straightforward. Pull in the files your clients share and keep everything ready for tax prep.

  • Import Box documents into Filed
  • Support for PDFs, scans, and images
  • Keep files organized by client
Integration Documentation
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UltraTax

Tax softwares

Send reviewer‑ready outputs from Filed into UltraTax with familiar workflows.

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CCH Axcess

Tax softwares

Use Filed to prepare tax data that can be entered into CCH Axcess.

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ProConnect

Tax softwares

Filed prepares reviewer‑ready returns directly into ProConnect.

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Drake

Tax softwares

Send reviewer‑ready tax data from Filed directly into Drake.

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Truss

Practice management

Bring client information from Truss into Filed to keep tax work moving smoothly.

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Qount

Practice management

Use Qount with Filed to keep client data consistent through tax preparation.

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Canopy

Practice management

Connect Canopy to bring client information and documents into Filed.

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Karbon

Practice management

Bring Karbon client details into Filed to make tax preparation more organized.

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TaxDome

Practice management

Connect TaxDome and Filed to keep client information and tax work aligned.

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SmartVault

Document management

Use SmartVault to bring client documents into Filed without breaking existing workflows.

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Dropbox

Document management

Connect Dropbox to quickly bring in client files for tax preparation.

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Box

Document management

Bring Box files into Filed so your team always has the documents they need.

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Sharepoint

Document management

Access and import client folders stored in SharePoint without switching tools.

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Google Drive

Document management

Bring client documents from Google Drive into Filed to keep everything in one place.

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