Canopy
Canopy remains the accounting firm’s system of record. 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.
There is no context switching between Filed and Canopy. Filed processes the documents behind the scenes and keeps progress and results synced back into Canopy without any workflow fragmentation.
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
- From within Canopy, open a client record and select the files you want to send for tax preparation
- Click Send for tax prep by Filed to start the process
- 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
Filed was designed to plug into the way firms already use Canopy. The integration gives time back to firms during peak tax season volume while keeping Canopy as the place where client work and task management live.
Once connected, teams can easily sync relevant client files with Filed. Preparation can begin quickly without changing how work is assigned, tracked, or managed inside Canopy.
As Filed processes returns, work in Canopy 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
.png){kind=icon}
FAQ
How does the Filed integration with Canopy work?
Filed integrates directly into Canopy. From within a client record, teams can select the files they want and send them to Filed for tax preparation using a dedicated action.
Do files automatically sync from Canopy into Filed?
No. Firms stay in control. Files are sent intentionally from Canopy to Filed when preparation is ready to begin.
Where does work progress live once preparation starts?
Preparation happens in Filed, while progress and results stay visible inside Canopy. Teams remain informed without leaving their existing workflow.
