> For the complete documentation index, see [llms.txt](https://help.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.filed.com/home.md).

# Home

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

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Getting started</strong></td><td>Set up your workspace and run your first client end to end.</td><td><a href="/pages/OSdBnqbf2iPvKJPFwJWd">/pages/OSdBnqbf2iPvKJPFwJWd</a></td></tr><tr><td><strong>Products</strong></td><td>AI Tax Prep, Binder, AI Review, AI Tax Planning, and Chat.</td><td><a href="/pages/a0ecVzhaUfsYMvK6TvKx">/pages/a0ecVzhaUfsYMvK6TvKx</a></td></tr><tr><td><strong>Clients</strong></td><td>The client hub, files, statuses, and assignments.</td><td><a href="/pages/qBcqFu6Rvsw6J7qPQvf1">/pages/qBcqFu6Rvsw6J7qPQvf1</a></td></tr><tr><td><strong>Plugins &#x26; integrations</strong></td><td>Tax software, document management, email, and Prowork.</td><td><a href="/pages/SL6ohLZBGjiy7QnwZPDQ">/pages/SL6ohLZBGjiy7QnwZPDQ</a></td></tr><tr><td><strong>Playbook</strong></td><td>Encode your firm's preferences and protocols.</td><td><a href="/pages/acRSQXiqG5Xi2EPy0qdh">/pages/acRSQXiqG5Xi2EPy0qdh</a></td></tr><tr><td><strong>Workspace &#x26; settings</strong></td><td>Members, single sign-on, credits, and notifications.</td><td><a href="/pages/3pigdAJjwXBgOksixyd7">/pages/3pigdAJjwXBgOksixyd7</a></td></tr><tr><td><strong>Troubleshooting</strong></td><td>Fix returns that are stuck, paused, or showing errors.</td><td><a href="/pages/UF5Jkc1aL7jjouahRUaz">/pages/UF5Jkc1aL7jjouahRUaz</a></td></tr><tr><td><strong>Support</strong></td><td>Reach the team, share feedback, and read the FAQ.</td><td><a href="/pages/MleX8eZLd7mPYPKjEoqR">/pages/MleX8eZLd7mPYPKjEoqR</a></td></tr></tbody></table>

***

## Popular articles

* [Adding your first client](/guides/getting-started/adding-your-first-client.md)
* [Run AI Tax Prep](/reference/products/ai-tax-prep/workflow-overview.md)
* [Why is my return stuck in processing?](/reference/troubleshooting/return-stuck-in-processing.md)
* [Connect CCH Axcess](/reference/plugins/tax-software/cch-axcess.md)
* [Set up single sign-on (SSO)](/reference/workspace-and-settings/sso.md)

***

## Still need help?

Can't find what you're looking for? See [Getting support at Filed](/reference/support/getting-support-at-filed.md) to reach the team.


---

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