partnership
Canopy
Filed integrates with Canopy to help tax teams move work forward faster, without changing how they already manage clients and tasks.
Canopy remains the place where client work, tasks, and timelines are organized. From within Canopy, teams can send selected client files directly to Filed for tax preparation using a dedicated “Send for tax prep with Filed” action.
Filed processes the documents behind the scenes and keeps progress and results synced back into Canopy, so teams stay informed without leaving their existing workflow.
The integration is designed to be simple to set up, transparent about what data is shared, and flexible enough to match how firms already use Canopy.
Canopy remains the place where client work, tasks, and timelines are organized. From within Canopy, teams can send selected client files directly to Filed for tax preparation using a dedicated “Send for tax prep with Filed” action.
Filed processes the documents behind the scenes and keeps progress and results synced back into Canopy, so teams stay informed without leaving their existing workflow.
The integration is designed to be simple to set up, transparent about what data is shared, and flexible enough to match how firms already use Canopy.
How it works
- Connect Filed to Canopy through a guided setup
- Connect Filed to Canopy through a guided setupFrom within Canopy, open a client record and select the files you want to send for tax preparation
- Filed prepares the workpaper behind the scenes using the selected client data
- Progress and results are streamed back into Canopy as the work moves forward
- When complete, you receive a link to the finished digital workpaper
Built for firms running tax work in Canopy
Filed was designed to plug into the way firms already use Canopy. The integration focuses on reducing friction during tax preparation while keeping Canopy as the place where client work and task management live.
Once connected, Filed pulls in the relevant clients and tasks based on the task template selected during setup. Preparation can begin quickly without changing how work is assigned, tracked, or managed inside Canopy.
As Filed processes returns, tasks can be completed and updated automatically, helping teams stay informed without needing to jump between systems.
The result is a smoother handoff between task management and preparation, especially during high-volume periods.
What this means for your team
- Canopy remains your system of record for clients, tasks, and timelines
- Filed supports preparation without adding extra steps
- Only selected tasks and relevant client data are pulled into Filed
- Work stays organized, predictable, and easier to move forward
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Best-in-class firms use Filed
