September 2026 · Tax prepAvailable
Binder 2.0
A more stable binder with a new flow for splitting and organizing source documents.
What the stages mean
- Exploring
- We're researching the problem. Scope may change.
- Planned
- On the plan, but work hasn't started.
- Building
- Our team is building it now.
- Early access
- Live for a small group of invited firms while we refine it with their feedback.
- Beta
- Open to firms that opt in. Feature complete, still being polished.
- Available
- Generally available to all customers.
Q4 2026
Partner workflows
Start tax prep from Canopy
Kick off tax prep in Filed directly from Canopy.
Early accessInvite onlyStart tax prep from Truss
Kick off tax prep in Filed directly from Truss.
BetaOpt in to try it
Security and admin
User groups and access controls
Control which team members can see and work on which clients.
BuildingIn development
Playbook
Playbook – Routines that use integrations
Early accessInvite only
Integrations
DoubleHQ integration
Early accessInvite only
Upcoming
Partner workflows
Start tax prep from Qount
Kick off tax prep in Filed directly from Qount.
BuildingIn development
Client experience
Client intake and collaboration (Gateway)
Agents that collect documents and answers from your clients, starting with intake.
Early accessInvite only
Workspace
Workspace intelligence for partners
A firm-wide view of work in progress and where attention is needed.
ExploringResearching
Integrations
Ping integration
ExploringResearching