partnership
Financial Cents
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
- Filed is available directly within Verito-managed virtual machines
- Firms can launch Filed from their desktop environment
- Import relevant documents and begin preparation in Filed
- Keep work aligned as preparation progresses
Built for firms running tax work in
Financial Cents
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
.png){kind=icon}
Best-in-class firms use Filed
