UltraTax

Tax softwares

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

UltraTax integrates with Filed using automation that follows the same steps a preparer would. It reduces manual work and keeps the firm’s existing process intact.

  • Use automation to populate UltraTax fields
  • Support common 1040 workflows
  • Lower manual input requirements
  • Keep review process consistent
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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