AI Tax Returns
Smart Prep
Coming Summer 2026: Filed + Canopy = Your Easiest Tax Season Yet
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Automates tax return preparation with AI-powered document extraction and mapping
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Eliminates manual data entry for 1040 returns
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Keeps all client communication and tasks in one place
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Speeds up review by generating a draft return
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Helps you scale tax prep without adding staff
“Filed handles the most time-consuming parts of tax prep, and by embedding it directly into Canopy, we connect intake, preparation, and review into one continuous workflow. That compression allows firms to move faster, increase output, and scale capacity without adding staff.”Hanna Bjornn, VP of Product at Canopy
Faster Prep. More Capacity.
AI-powered tax prep that fits right into your existing Canopy workflows.
Prep 4x Faster (Without Manual Entry)
Canopy x Filed connects to your tax software to extract, classify, and map 1040 docs, generating a draft return so your team reviews instead of re-keys.
One Workflow, One Client Experience
Manage everything from intake to prep to delivery in a single system. Filed handles the backend while Canopy keeps all communication, tasks, and client-facing steps in sync.
Handle More Returns Without Hiring
AI-powered prep expands your team’s capacity without increasing headcount. Firms can take on more returns, meet deadlines faster, and avoid burnout during peak season.
TAX WORKFLOW AUTOMATION
Your Workflow, Your Rules
Smart Prep fits into your process without taking it over. You stay in control from document selection to final review, while Canopy and Filed handle the prep in the background.
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Select the documents you want to sync with Filed
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Filed generates a 1040 draft return
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Review and approve the return before it’s finalized
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Maintain full control over data access and security with sharing controls and secure document sync
Ready to get started?
Frequently Asked Questions
Can’t find the answer you are looking for? Reach out to our support team.
Canopy Smart Prep is an AI-powered tax preparation workflow that automates document extraction and mapping for 1040 returns. It connects Canopy with Filed so firms can review prepared returns instead of manually entering data.