Getting started

This section walks a new firm admin from a blank workspace to a completed first client. Most firms are fully configured within an hour.

What you will accomplish

By the end of this section, you will have:

• A workspace with your firm's name, description, and logo

• Your team invited and assigned access levels

• Integrations connected to your existing tax software, document management, and practice management tools

• Your first client created with source documents uploaded and organized in the Binder

• A clear picture of how the Filed products work together across a return

How this section is organized

• What is Filed? - The key objects in Filed: workspace, clients, the client hub, the products, Playbook, and Plugins.

• Set up your workspace - The guided onboarding wizard, from firm creation to team invite.

• Before you start checklist - Prerequisites to verify in your tax software, DMS, and PMS before running any return.

• Best practices for preparing your documents - How to prepare and upload documents for best AI results.

• Adding your first client - Creating a client record and reaching the client hub.

• Your first client, end to end - A walkthrough threading all the products for one client.

Recommended path

Firm admin (new workspace): Start at "What is Filed?" and follow every page in order.

Staff member joining an existing workspace: Skip to "Before you start checklist," then "Adding your first client."

Need help along the way?

Open the in-app chat from the page where the issue occurs - the support team sees the context of the screen you are on. The chat icon is available on every screen. For SLAs and escalation paths, see the Support section.