Home

Help, guides, and answers for using Filed.

Search for what you need, or browse by topic below.

Getting started

Set up your workspace and run your first client end to end.

Products

AI Tax Prep, Binder, AI Review, AI Tax Planning, and Chat.

Clients

The client hub, files, statuses, and assignments.

Plugins & integrations

Tax software, document management, email, and Prowork.

Playbook

Encode your firm's preferences and protocols.

Workspace & settings

Members, single sign-on, credits, and notifications.

Troubleshooting

Fix returns that are stuck, paused, or showing errors.

Support

Reach the team, share feedback, and read the FAQ.

---

Popular articles

• Adding your first client

• Run AI Tax Prep

• Why is my return stuck in processing?

• Connect CCH Axcess

• Set up single sign-on (SSO)

---

Still need help?

Can't find what you're looking for? See Getting support at Filed to reach the team.