Meet Filed 2.0 - the upgrade tax pros asked for (Pt 1) скачать в хорошем качестве

Meet Filed 2.0 - the upgrade tax pros asked for (Pt 1)

🥁🥁...Introducing Filed 2.0 (pt 1) - the first piece of our biggest release yet: completely rebuilt workpapers. Workpapers were one of the biggest pain points tax pros asked us to fix, so we listened, and acted :) Learn more here: www.filed.com The upgrade include: Organize automatically: documents sort themselves intuitively, the way you actually think through a return. Customize for your workflow: create your own categories, drag + drop anything into the order you prefer. Collaborate in real time: add notes, highlights, flags, and follow-up reminders directly on any document. Track progress clearly: mark notes complete and check off entire documents as reviewed. Improved traceability: review AI explanations, sources, and add AI notes directly into your workpapers. Export everything cleanly: download a structured folder set + a summary PDF with all forms, documents, notes, highlights, and comments, exactly as arranged in Filed. Massive shoutout to the team, and to every tax pro who took our calls and pushed us to rethink workpapers from scratch. Filed 2.0 is the version that finally gives tax preparers what they’ve been asking for. Filed's AI-powered tax prep platform helps firms cut prep time, reduce review errors, and stay compliant, all while keeping client data 100% secure. #taxpros #taxautomation #taxprofessionals #accountants #cpafirm #taxseason #taxsoftware #publicaccounting #taxworkflow #AItaxprep #filed