Does Filed have a client portal?

Filed does not introduce a new client-facing portal, so you won't need to train clients or change your current client workflows. The portal is built for tax professionals and integrates directly with your existing practice and document management systems.

Your clients continue using the same processes they already know. Behind the scenes, your team gets a streamlined workspace that automatically organizes and prepares client documents for your tax software, without adding new tools or steps for clients.