# AI Reviewer & Tax Planner Launch Library: Your Starter Kit for Getting Up & Running

This is your one-stop resource hub to learn, explore, and master AI Reviewer! Whether you’re brand new or just brushing up, this page pulls together everything you need to start strong.

## Before You Get Started: Admin Setup

These are the foundational steps to make sure your workspace is ready before sending draft returns through AI Reviewer.

* [How to Add Your Team to Filed](/articles/adding-your-team-to-your-filed-workspace.md)
* [Review the Workspaces Settings Tab](/settings-menu-overview-workspaces-tab.md)
* [Learn How to Assign Clients to a Single Teammate](/settings-assigning-all-new-clients-to-a-single-teammate.md)
* [Set Up Email & In-App Notifications](/settings-email-and-in-app-notification-controls.md)
* [Review the Billing Settings Tab](/settings-menu-overview-of-the-billing-tab.md)
* [How to Contact Filed Support](/getting-support-at-filed.md)

## Getting Files into Filed

Now that your admin setup is complete, it’s time to send files through AI Reviewer.

* [How to Set Up Filed Printer](/setting-up-your-filed-printer.md)
* [How to Send Files Using Filed Printer](/articles/sending-files-with-filed-printer.md)
* [How to send documents from your PMS or DMS](/other-connections.md)
* [How to Upload a Client Manually](broken://pages/e0ea8d67a60aa8713f7d6609eb391efc52d4cf7f)

## Using AI Reviewer

Now that files are flowing, let’s focus on how AI Reviewer actually works.

### AI Reviewer Video Walkthrough (Deep Dive)

This walkthrough shows:

* Reviewing flagged items
* Navigating AI comments
* Understanding review outcomes
* [Watch the Full AI Reviewer Walkthrough](/ai-reviewer-video-walk-through.md)

### Rules: The Engine Behind AI Reviewer

Rules determine what AI Reviewer checks and how it flags issues.

Inside the Rules documentation, you’ll learn:

* What rules are
* How to edit existing rules
* How to create new rules
* [Watch the Rules Explainer & Creation Guide](/rules-explainer-editing-and-creation.md)

Pro tip: Start simple. Clear, specific rules produce the best results.

## Using Tax Planner

* [Video overview of Tax Planner](/articles/tax-planner-video-walk-through.md)
* [Walk-through on using Tax Planner](/tax-planner-best-practices.md)

## Attend a webinar

* [Insights Product Training](https://my.demio.com/ref/G3my3pavfMqm9O6i)


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
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```

The question should be specific, self-contained, and written in natural language.
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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.