For the complete documentation index, see llms.txt. This page is also available as Markdown.

Partners

Hosted and remote environments

Some firms run their tax software inside a hosted cloud-desktop environment rather than on local machines. In those environments Filed cannot connect to the tax software directly, so a different setup applies.

Rightworks

Rightworks is a hosted cloud-desktop environment where tax software such as Drake and UltraTax CS runs remotely on behalf of the firm. This section covers how to use Filed within a Rightworks environment through the manual backup-file process.

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