Truss
Filed integrates with Truss to help tax teams move work forward faster, without changing how they already organize projects and client work.
Truss remains the place where projects and documents are managed. Filed connects in to support tax preparation behind the scenes, helping reduce manual effort during busy season.
The integration is designed to be simple to set up, transparent about what data is shared, and flexible enough to match how firms actually use Truss.
How it works
- Connect Filed to Truss through a guided setup flow
- Select the project tags that represent tax work, such as 1040s
- Import tagged projects and related documents into Filed
- Keep work and communication aligned as preparation moves forward
Truss
Built for firms running tax work in Truss
Filed is built for tax teams. It helps firms reduce the manual work that slows preparation down, starting with the workpaper. That workpaper is grounded in real client data, wherever that data lives today.
Most firms feel that prep is the bottleneck. Even with strong workflow tools in place, a lot of time is still spent organizing documents, pulling prior year data, and getting workpapers into a clean, usable state.
Filed focuses on that work.
Once connected, Filed stays aligned with how the firm already organizes projects in Truss. The right projects and files flow into Filed so preparation can begin quickly and stay grounded in the actual client and workpaper.
From there, Filed handles the preparation work behind the scenes. Truss continues to be the system of record for projects, while Filed focuses on reducing the manual effort required to get work ready for review.
From there, firms can decide how far they want to go. Some teams use Filed primarily to accelerate preparation. Others use it to support review workflows or begin exploring tax planning and advisory analysis downstream.
The key point is that everything stays grounded in the actual client and the actual workpaper.
What this means for your team
- Truss remains your system of record for projects and documents
- Filed supports preparation without adding extra steps
- Only selected projects and relevant files are pulled into Filed
- Firms choose how much automation and AI assistance they want, based on where they are today
- Work stays organized, predictable, and easier to move forward
How it works
- Connect Filed to Truss through a guided setup flow
- Select the project tags that represent tax work, such as 1040s
- Import tagged projects and related documents into Filed
- Keep work and communication aligned as preparation moves forward
Built for firms running tax work in Truss
Filed is built for tax teams. It helps firms reduce the manual work that slows preparation down, starting with the workpaper. That workpaper is grounded in real client data, wherever that data lives today.
Most firms feel that prep is the bottleneck. Even with strong workflow tools in place, a lot of time is still spent organizing documents, pulling prior year data, and getting workpapers into a clean, usable state.
Filed focuses on that work.
Once connected, Filed stays aligned with how the firm already organizes projects in Truss. The right projects and files flow into Filed so preparation can begin quickly and stay grounded in the actual client and workpaper.
From there, Filed handles the preparation work behind the scenes. Truss continues to be the system of record for projects, while Filed focuses on reducing the manual effort required to get work ready for review.
From there, firms can decide how far they want to go. Some teams use Filed primarily to accelerate preparation. Others use it to support review workflows or begin exploring tax planning and advisory analysis downstream.
The key point is that everything stays grounded in the actual client and the actual workpaper.
What this means for your team
- Truss remains your system of record for projects and documents
- Filed supports preparation without adding extra steps
- Only selected projects and relevant files are pulled into Filed
- Firms choose how much automation and AI assistance they want, based on where they are today
- Work stays organized, predictable, and easier to move forward
FAQ
How does the integration with Karbon work?
Chevron down icon Filed connects to Karbon to pull in your client list and all of their respective documents. No need to create clients manually and upload documents one-by-one.
What happens if a client uploads a document to Karbon after the client list in Filed has been created?
You have the option to pull additional documents you added anytime with a click of a button to Filed and make sure that the document is properly accounted for and ready for transfer to the return.
What happens if a client uploads a document to Karbon and I’ve already sent the information for preparation to my tax software?
Filed cannot re-run the return without charging you for an additional return. Our AI must essentially start from scratch on the return and delete the previous version of the return that it prepared.