u/No_Presentation_9617

I see Canopy is rolling out connections to Filed (automated tax prep software). Is anyone using Filed? Or done the demo? It looks great in theory. Wondering how well it handles complex K-1s. I’m currently using Sure Prep, but I know something more AI backed has to be coming. I’ll finish the extension season with SurePrep but starting to consider if there is something better.

My client base is mostly HNW individuals with multi-state k-1s and multiple brokerage 1099s. Data generally arrives piecemeal, so I end up submitting each file in a few portions. I’d love something that can do the basic data entry for large volumes but it would be amazing if it could deal with states (accurately!).