> 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/what-is-filed.md).

# What is Filed?

Filed is an AI tax-prep platform for accounting firms. It reads client documents, organizes them, prepares draft returns, and checks the draft against the source - all within a workspace your team shares.

## How Filed works

The short version: documents go in, Filed organizes and prepares them, and a reviewed draft comes back inside your tax software. Your team stays in control of every decision.

The full arc, from intake to filing.

1. **Documents come in.** Filed pulls each client's files automatically from your connected document and practice management systems - or you drop them in by hand or send them from any app with the [Filed Printer](/reference/plugins/filed-printer.md).
2. **Filed organizes everything.** Filed AI splits and classifies each file into individual documents, tagged by type, issuer, and tax year, in the client's [Binder](/reference/products/binder.md).
3. **Filed prepares the return.** [AI Tax Prep](/reference/products/ai-tax-prep.md) extracts the figures, maps them to the right forms and screens, and flags anything that needs a closer look.
4. **Filed checks the work.** [AI Review](/reference/products/ai-review.md) compares the draft against the source documents and surfaces discrepancies, missing items, and errors - ranked by severity, with the supporting evidence attached.
5. **Your team reviews and signs off.** Professionals review against the source, resolve flagged items, and sign off, with a human-readable audit trail that traces every entry back to its source.
6. **The return lands in your tax software.** Filed enters the prepared data into your tax software, so nothing is re-keyed by hand.

Filed accelerates tax prep; professional judgment completes it. Every return should still be reviewed before filing.

## Workspace

A workspace is the top-level container for a firm, holding all clients, team members, integrations, and settings. Each firm has one workspace, identified by a name and an optional description and logo.

Member roles are **admin**, **L1**, **L2**, and **L3**. Admins manage settings and integrations; staff roles (L1-L3) carry different permission levels. Roles can be assigned at invite time and changed later from Settings > Members.

## Clients

A client record contains a name, a return type, and a tax year. The supported return types are:

| Return type | Entity label   |
| ----------- | -------------- |
| 1040        | Personal       |
| 1041        | Trust & Estate |
| 1065        | Partnership    |
| 1120        | Corporation    |
| 1120S       | S-Corporation  |
| 990         | Nonprofit      |

Each client is assigned an auto-generated external ID in the format `CLT-{year}-{XXXXXX}` (for example, `CLT-2025-A3B9FZ`), where the last six characters are randomly generated uppercase letters and digits.

## The client hub

Each client has a hub page with task tiles for the products. It is the main working surface for a client's return, where all product work is initiated and tracked. Once a client is created and documents are uploaded, the hub reflects the current processing state of each product.

## The products

Filed surfaces products as task tiles on every client's hub:

| Product             | What it does                                                                                                                                                                     |
| ------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Binder**          | The organized document workspace for a client. Filed AI splits every uploaded file into individual documents classified by type, issuer, and tax year.                           |
| **AI Tax Prep**     | Reads source documents, extracts figures, maps them to the correct forms, and optionally enters the prepared data into connected tax software.                                   |
| **AI Review**       | Compares a draft return against source documents in the Binder and surfaces discrepancies, missing items, and potential errors ranked by severity (Critical, High, Medium, Low). |
| **AI Tax Planning** | Forward-looking tax analysis and planning for the client.                                                                                                                        |
| **Chat**            | A context-aware AI assistant scoped to one client's documents and return data. Answers cite their source in the Binder.                                                          |

The products are designed to be used in sequence across a return: Binder organizes the documents, AI Tax Prep prepares the draft, AI Review checks it, AI Tax Planning advises, and Chat answers questions throughout. See [Your first client, end to end](/guides/getting-started/your-first-client-end-to-end.md).

AI Tax Prep, AI Review, and AI Tax Planning are gated by feature flags; tiles show "Disabled for your firm" when not enabled for the workspace.

## Playbook

The Playbook is where firm-level protocols are encoded so AI behavior stays consistent across all clients and team members. Protocols can be set per product (Chat, Binder, AI Tax Prep, AI Review, AI Tax Planning) and scoped to an individual user or the whole workspace. Individual protocols are labelled "Yours"; workspace-wide ones are labelled "Firm's."

The Playbook is accessible from the left navigation.

## Plugins

Plugins connect Filed to the tools the firm already uses. There are two categories:

* **Integrations** - connect tax software (CCH Axcess, Lacerte, UltraTax CS, Drake), document management systems (Google Drive, SharePoint, SmartVault, Box, Dropbox), and email (Gmail, Outlook, IMAP). Once connected, client files flow in automatically and prepared data flows back out.
* **Prowork** - surface-level extensions that bring AI capabilities into tools where the team already works.

Plugins are managed from the Plugins section in the left navigation.


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