SmartVault

Document management

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

SmartVault connects to Filed so firms can keep using the storage system they already rely on. Pull in documents easily and prepare returns without extra steps.

  • Import SmartVault client documents
  • Support for existing folder structures
  • Handle PDFs, images, and scans
Integration Documentation
Browse by Category
Clear
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

UltraTax

Tax softwares

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

Explore

CCH Axcess

Tax softwares

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

Explore

ProConnect

Tax softwares

Filed prepares reviewer‑ready returns directly into ProConnect.

Explore

Drake

Tax softwares

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

Explore

Truss

Practice management

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

Explore

Qount

Practice management

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

Explore

Canopy

Practice management

Connect Canopy to bring client information and documents into Filed.

Explore

Karbon

Practice management

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

Explore

TaxDome

Practice management

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

Explore

SmartVault

Document management

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

Explore

Dropbox

Document management

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

Explore

Box

Document management

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

Explore

Sharepoint

Document management

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

Explore

Google Drive

Document management

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

Explore