Financial Cents
Financial Cents remains the place where work is organized and tracked. Filed connects in to support tax preparation by pulling the right work items and documents into a clean preparation workflow.
The integration is designed to be simple to set up, transparent in what data is shared, and flexible enough to match how firms already use Financial Cents.
How it works
- Connect Filed to Financial Cents using a secure connection
- Select the work items you want to send to Filed
- Import relevant documents and begin preparation in Filed
- Keep work aligned as preparation progresses
Financial Cents
Filed was designed to plug directly into how firms already use Financial Cents.
Once connected, Filed pulls in the right work items and supporting documents so preparation can begin quickly and stay aligned with your existing workflow. Teams do not need to change how they assign work or track progress inside Financial Cents.
Financial Cents remains the system of record for workflow. Filed focuses on reducing the manual effort required to prepare returns efficiently.
What this means for your team
- Financial Cents remains your system of record
- Filed accelerates preparation without adding extra steps
- Only selected work items and documents are pulled into Filed
- A smoother handoff between workflow and preparation
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FAQ
How does Filed integrate with Financial Cents?
Filed connects to Financial Cents to pull in relevant client documents and work needed for tax preparation. Financial Cents remains the system where firms manage tasks and workflows.
Do teams need to change how they manage work in Financial Cents?
No. Firms continue using Financial Cents as they do today. Filed simply supports preparation behind the scenes using the data already organized there.
What is the benefit of connecting Financial Cents and Filed?
The integration helps reduce manual prep work while keeping preparation aligned with the firm’s broader operational workflow.
