> 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/guides/getting-started.md).

# 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?**](/guides/getting-started/what-is-filed.md) - The key objects in Filed: workspace, clients, the client hub, the products, Playbook, and Plugins.
* [**Set up your workspace**](/guides/getting-started/set-up-your-workspace.md) - The guided onboarding wizard, from firm creation to team invite.
* [**Before you start checklist**](/guides/getting-started/before-you-start-checklist.md) - Prerequisites to verify in your tax software, DMS, and PMS before running any return.
* [**Best practices for preparing your documents**](/guides/getting-started/best-practices-for-preparing-your-documents.md) - How to prepare and upload documents for best AI results.
* [**Adding your first client**](/guides/getting-started/adding-your-first-client.md) - Creating a client record and reaching the client hub.
* [**Your first client, end to end**](/guides/getting-started/your-first-client-end-to-end.md) - 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.


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# Agent Instructions
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## Querying This Documentation
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Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

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```

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