Integration guides

Provider-by-provider integration setup for Filed.

These guides follow the same order as the Integrations page. A workspace administrator creates each connection in Plugins; the account they authorize determines what Filed can access.

1. Tax software

2. Practice management

3. Accounting & ERP

4. Document management

5. Communications

6. Productivity

7. Documents & signatures

8. CRM

9. Payroll, spend & payments

How document and practice management integrations work

Document management (DMS) and practice management (PMS) connections are a live, two-way link between Filed and the system your firm already uses. Once connected, files flow in without anyone uploading them by hand.

• You choose the scope. During setup you select which folders to connect. Filed syncs content only from the locations you select.

• New documents sync on their own. Filed detects documents added to a connected folder and pulls them in, so the workspace reflects what is in your DMS or PMS without a manual upload step.

• Setup is short. A workspace administrator grants access during onboarding. Most firms finish a connection in under 30 minutes.

Best practice: keep a clear, consistent naming convention in the folders you connect. Filed uses file names as one signal when classifying and displaying documents, so descriptive names produce better organization. See Organizing documents.

If your DMS or PMS is not on the list, you can still upload documents directly. See Managing files.

Connection flow

1. Name the connection and choose access

Select the provider in Plugins, choose Connect, and enter a name that identifies the account or environment. Read access is always enabled. Write access is enabled by default, but you can clear it to make the connection read-only; you can change this later from the connection settings.

2. Authorize the provider

Filed then opens the provider's sign-in page or, for organization-specific apps, asks for the required credentials in the next dialog step.

3. Authorize and verify

Approve the provider's consent screen and return to Filed. Filed verifies the connection before it becomes active. Pending or failed connections can be reconnected from the provider page.