🚧 Closed Beta: The Filed integration is currently in closed beta. This article is for clients who have been added to the beta program and are setting up their integration now. General availability is coming soon.

The Filed integration connects your Filed account to Canopy, letting you sync client documents and manage tax return preparation between the two platforms.

Required: An active Filed license, purchased separately from your Canopy subscription.

Using Filed alongside Canopy keeps tax prep documents and client records in one place, so your team isn’t tracking files across two systems during tax season.

Connect the Filed Integration

🔒 You’ll need to purchase a Filed license separately from your Canopy subscription before connecting.

Go to Account Settings in Canopy.
Click Integrations.
Find the Filed integration.
Click Connect.
Log in to Filed using your account credentials.
Return to Canopy to start using the Filed integration for tax prep.

You’ll know the connection worked if you see the option to Manage it in the integration settings.

Create a Tax Prep Project

Go to the client record and select the Tax Prep tab.
Click Create New Project.
Fill in the project details, including Name, Tax Year, and Return Type.
- The Filed integration populates automatically once these details are entered.
Click Create.

👉 Note: Creating a Filed tax prep project in Canopy automatically creates a binder in Filed.

Add or Upload Documents

✅ Best Practice: Use Canopy as your all-in-one solution for managing client documents through the full tax workflow. Documents collected during intake can be selected directly when creating a new tax prep project.

When adding a file, choose Existing File to upload from documents already stored in Canopy — either the client’s files or your firm’s internal files — or choose New File to drag and drop a file directly from your computer’s hard drive into the file inbox.

Add files for the previous year’s tax return.
Add files for the current year’s tax documents.
Click Sync Files in the top right to sync your client’s files with Filed.
- You need at least one document uploaded for both the previous and current tax year before you can sync.
(Optional):
- Click the Preview icon to get a quick glance of the uploaded documents.
- Click the X to remove a document from the project.

Upload Documents to a Project

Sync Documents to Filed

Create a Return in Filed

Once your files are synced, you’ll see a sync status for each file.
Click Create Return in the top right to start tax prep in Filed.
- If you add additional files later, click Send for Tax Prep to sync them.

Prepare the Tax Return

Complete the preparation process in Filed. Finished files sync back to Canopy automatically for the correct client — no manual export or upload needed.

Tax Prep Statuses

The tax prep project status in Canopy updates automatically as you make progress in Filed.

Status	What Triggers It
Needs Files	No files have been uploaded in Canopy yet.
Needs to Sync	Tax documents are uploaded but haven’t been synced with Filed.
In Progress	Files are syncing from Canopy to Filed and being processed.
Ready	Files are processed and the binder is created in Filed.
Complete	Set manually once your team has reviewed the return.

💡 Completed tax documents sync to Canopy for your client automatically — you don’t need to do anything beyond setting the status to Complete.

Summary

The Filed integration syncs tax prep documents and return status between Canopy and Filed, so your team can manage the full tax prep workflow without switching between disconnected systems. Connect the integration once, then create a tax prep project per client to start syncing files and tracking progress.

Need Help?

Contact Support or ask Penny, our AI Support Bot, for assistance.

How Do I Use the Filed Integration for Tax Prep?

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