# Filed ## Help center - [Home](https://help.filed.com/home.md): Help, guides, and answers for using Filed. - [Getting started](https://help.filed.com/guides/getting-started.md) - [What is Filed?](https://help.filed.com/guides/getting-started/what-is-filed.md) - [Set up your workspace](https://help.filed.com/guides/getting-started/set-up-your-workspace.md) - [Before you start checklist](https://help.filed.com/guides/getting-started/before-you-start-checklist.md) - [Best practices for preparing your documents](https://help.filed.com/guides/getting-started/best-practices-for-preparing-your-documents.md) - [Adding your first client](https://help.filed.com/guides/getting-started/adding-your-first-client.md) - [Your first client, end to end](https://help.filed.com/guides/getting-started/your-first-client-end-to-end.md) - [Clients](https://help.filed.com/reference/clients.md) - [The client hub](https://help.filed.com/reference/clients/the-client-hub.md) - [Managing files](https://help.filed.com/reference/clients/managing-files.md) - [Client statuses](https://help.filed.com/reference/clients/client-statuses.md) - [Assigning clients](https://help.filed.com/reference/clients/assigning-clients.md) - [Products](https://help.filed.com/reference/products.md) - [AI Tax Prep](https://help.filed.com/reference/products/ai-tax-prep.md) - [Workflow overview](https://help.filed.com/reference/products/ai-tax-prep/workflow-overview.md) - [Forms tab](https://help.filed.com/reference/products/ai-tax-prep/forms-tab.md) - [Source files tab](https://help.filed.com/reference/products/ai-tax-prep/source-files-tab.md) - [Pre-entry notes tab](https://help.filed.com/reference/products/ai-tax-prep/pre-entry-notes-tab.md) - [Pre-entry notes notifications](https://help.filed.com/reference/products/ai-tax-prep/pre-entry-notes-notifications.md) - [Summary tab](https://help.filed.com/reference/products/ai-tax-prep/summary-tab.md) - [Verifying entries](https://help.filed.com/reference/products/ai-tax-prep/verifying-entries.md) - [Client and version matching](https://help.filed.com/reference/products/ai-tax-prep/client-and-version-matching.md) - [Reverting with backups](https://help.filed.com/reference/products/ai-tax-prep/reverting-with-backups.md) - [Rerunning and re-exporting](https://help.filed.com/reference/products/ai-tax-prep/rerun-and-match-and-update.md) - [Re-running after new documents](https://help.filed.com/reference/products/ai-tax-prep/rerunning-after-new-documents.md) - [Video walk-through](https://help.filed.com/reference/products/ai-tax-prep/video-walk-through.md) - [Downloading client files](https://help.filed.com/reference/products/ai-tax-prep/downloading-client-files.md) - [FAQ](https://help.filed.com/reference/products/ai-tax-prep/frequently-asked-questions.md) - [Binder](https://help.filed.com/reference/products/binder.md) - [Organizing documents](https://help.filed.com/reference/products/binder/organizing-documents.md) - [Missing documents tracking](https://help.filed.com/reference/products/binder/missing-documents-tracking.md) - [Marking document dispositions](https://help.filed.com/reference/products/binder/marking-document-dispositions.md) - [Annotating and reviewing](https://help.filed.com/reference/products/binder/annotating-and-reviewing.md) - [Observations: dismissing and restoring](https://help.filed.com/reference/products/binder/observations-visibility.md) - [Forms](https://help.filed.com/reference/products/binder/forms.md) - [Leadsheets](https://help.filed.com/reference/products/binder/leadsheets.md) - [Template automation](https://help.filed.com/reference/products/binder/template-automation.md) - [Chat](https://help.filed.com/reference/products/binder/chat.md) - [Activity & sign-off](https://help.filed.com/reference/products/binder/activity-and-sign-off.md) - [AI Review](https://help.filed.com/reference/products/ai-review.md) - [Understanding flags](https://help.filed.com/reference/products/ai-review/understanding-flags.md) - [Managing review protocols](https://help.filed.com/reference/products/ai-review/managing-review-protocols.md) - [Prior-year comparison](https://help.filed.com/reference/products/ai-review/prior-year-comparison.md) - [Sign-off levels](https://help.filed.com/reference/products/ai-review/sign-off-levels.md) - [Focus mode](https://help.filed.com/reference/products/ai-review/focus-mode.md) - [Re-review workflow](https://help.filed.com/reference/products/ai-review/re-review-workflow.md) - [Downloading work papers](https://help.filed.com/reference/products/ai-review/downloading-work-papers.md) - [FAQ](https://help.filed.com/reference/products/ai-review/frequently-asked-questions.md) - [AI Tax Planning](https://help.filed.com/reference/products/ai-tax-planning.md) - [Chat & Analyst](https://help.filed.com/reference/products/chat-and-analyst.md) - [Client chat](https://help.filed.com/reference/products/chat-and-analyst/client-chat.md) - [Analyst](https://help.filed.com/reference/products/chat-and-analyst/analyst.md) - [Chat features](https://help.filed.com/reference/products/chat-and-analyst/chat-features.md) - [Prompting best practices](https://help.filed.com/reference/products/chat-and-analyst/prompting-best-practices.md) - [Playbook](https://help.filed.com/reference/playbook.md) - [Creating protocols](https://help.filed.com/reference/playbook/creating-protocols.md) - [Yours vs. firm's protocols](https://help.filed.com/reference/playbook/yours-vs-firms-protocols.md) - [Toggling protocols per run](https://help.filed.com/reference/playbook/toggling-protocols-per-run.md) - [Plugins & integrations](https://help.filed.com/reference/plugins.md) - [Prowork](https://help.filed.com/reference/plugins/prowork.md) - [Desktop](https://help.filed.com/reference/plugins/prowork/desktop.md) - [Excel](https://help.filed.com/reference/plugins/prowork/excel.md) - [Google Sheets](https://help.filed.com/reference/plugins/prowork/google-sheets.md) - [Tax software](https://help.filed.com/reference/plugins/tax-software.md) - [CCH Axcess](https://help.filed.com/reference/plugins/tax-software/cch-axcess.md) - [UltraTax CS](https://help.filed.com/reference/plugins/tax-software/ultratax-cs.md) - [Backing up a client](https://help.filed.com/reference/plugins/tax-software/ultratax-cs/backing-up-a-client-in-ultratax-cs.md) - [Restoring a backup](https://help.filed.com/reference/plugins/tax-software/ultratax-cs/restoring-a-backup-into-ultratax-cs.md) - [Lacerte](https://help.filed.com/reference/plugins/tax-software/lacerte.md) - [Setting up the Lacerte SDK](https://help.filed.com/reference/plugins/tax-software/lacerte/setting-up-the-lacerte-sdk.md) - [Drake](https://help.filed.com/reference/plugins/tax-software/drake.md) - [ProConnect](https://help.filed.com/reference/plugins/tax-software/proconnect.md): Connect Intuit ProConnect Tax to Filed, invite the dedicated Filed user, verify the account, and sync clients. - [Tax prep and data entry](https://help.filed.com/reference/plugins/tax-software/proconnect/proconnect-tax-prep-and-data-entry.md): Select the exact ProConnect client and 2025 individual return, run AI Tax Prep, and review verified data-entry results. - [Backups and recovery](https://help.filed.com/reference/plugins/tax-software/proconnect/proconnect-backup-and-recovery.md): How Filed captures ProConnect return snapshots and how support can reverse an exact data-entry run without overwriting newer preparer edits. - [Document management](https://help.filed.com/reference/plugins/document-management.md) - [Google Drive](https://help.filed.com/reference/plugins/document-management/google-drive.md) - [SharePoint](https://help.filed.com/reference/plugins/document-management/sharepoint.md) - [SmartVault](https://help.filed.com/reference/plugins/document-management/smartvault.md) - [Box](https://help.filed.com/reference/plugins/document-management/box.md) - [Dropbox](https://help.filed.com/reference/plugins/document-management/dropbox.md) - [Email](https://help.filed.com/reference/plugins/email.md) - [Gmail](https://help.filed.com/reference/plugins/email/gmail.md) - [Outlook](https://help.filed.com/reference/plugins/email/outlook.md) - [IMAP email](https://help.filed.com/reference/plugins/email/imap-email.md) - [MCP](https://help.filed.com/reference/plugins/mcp.md) - [ChatGPT](https://help.filed.com/reference/plugins/mcp/chatgpt.md) - [Claude](https://help.filed.com/reference/plugins/mcp/claude.md) - [Filed Printer](https://help.filed.com/reference/plugins/filed-printer.md): Coming soon! - [Workspace & settings](https://help.filed.com/reference/workspace-and-settings.md) - [Firm settings](https://help.filed.com/reference/workspace-and-settings/firm-settings.md) - [Appearance](https://help.filed.com/reference/workspace-and-settings/appearance.md) - [Members](https://help.filed.com/reference/workspace-and-settings/members.md) - [SSO](https://help.filed.com/reference/workspace-and-settings/sso.md) - [Binder settings](https://help.filed.com/reference/workspace-and-settings/binder-settings.md) - [Notifications](https://help.filed.com/reference/workspace-and-settings/notifications.md) - [Partners](https://help.filed.com/reference/partners.md) - [Rightworks](https://help.filed.com/reference/partners/rightworks.md) - [Troubleshooting](https://help.filed.com/reference/troubleshooting.md) - [Return stuck in processing](https://help.filed.com/reference/troubleshooting/return-stuck-in-processing.md) - [Return paused](https://help.filed.com/reference/troubleshooting/return-paused.md) - [System issue or error](https://help.filed.com/reference/troubleshooting/system-issue-or-error.md) - [Zero or blank entries after data entry](https://help.filed.com/reference/troubleshooting/zero-blank-entries.md) - [Re-installing the Filed sync app](https://help.filed.com/reference/troubleshooting/re-installing-the-filed-sync-app.md) - [Rules explainer](https://help.filed.com/reference/troubleshooting/rules-explainer.md) - [Support](https://help.filed.com/reference/support.md) - [Getting support at Filed](https://help.filed.com/reference/support/getting-support-at-filed.md) - [Filed feedback program](https://help.filed.com/reference/support/filed-feedback-program.md) - [FAQ](https://help.filed.com/reference/support/frequently-asked-questions.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://help.filed.com/home.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. 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.