> 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/reference/clients.md). # Clients The Clients section is the starting point for all client work in Filed. From here you can find any client, check their status at a glance, assign team members, and open the client hub to run AI-powered tax tasks. ## The client list at a glance The client list displays every client in your workspace as a sortable table. Each row shows: * **Name**: the client's display name, which is editable after creation. * **Return type**: the tax form associated with the client (for example, 1040, 1065, or 1120S). * **Status**: a composite badge reflecting both the client's current binder creation state and whether they have been archived. See [Client Statuses](/reference/clients/client-statuses.md) for the full breakdown. * **Assigned**: stacked avatars showing team members assigned to this client. Up to three avatars are shown; additional assignees appear as a +N count. * **Created**: the date the client was added to the workspace. The list defaults to newest clients first. You can sort by Name, Status, or Created date by clicking those column headers. ## Searching for a client The search bar at the top of the list filters clients by name in real time as you type. On a long list, it is the fastest way to jump to a specific client. ## Filtering and sorting Four controls let you narrow the list: * **Status filter**: limits the list to clients in a particular state. Options are All statuses, Active, Processing, and Failed. Archived clients are excluded from this filter; use the Archived toggle (described below) to see them. * **Assignee filter**: narrows the list to clients assigned to a specific team member. Useful for reviewing a preparer's workload. * **Sort**: click the Name, Status, or Created column header to sort. Created defaults to newest first (descending). Multiple filters combine: selecting "Active" and a specific assignee shows only active clients owned by that person. ## Viewing archived clients Archived clients are hidden by default. Turn on the **Archived** toggle in the toolbar to reveal them alongside active clients. They display a gray "Archived" badge in the Status column. **Walkthrough: view and restore archived clients** 1. Turn on the **Archived** switch in the client list toolbar. The list shows archived clients, each with a gray **Archived** status badge. ![The client list filtered to archived clients with gray badges](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/clients-archived/image1.webp) 2. To restore one, open the archived client's hub and use the **⋯** actions menu, which shows **Unarchive** in place of Archive. Confirming returns the client to the active list. (See [The client hub](/reference/clients/the-client-hub.md) for the actions menu.) ## Creating a new client The **New client** button in the top-right corner opens a two-step creation wizard covering client details and document upload. **Walkthrough: create a new client** 1. Click **New client**. On **Step 1 (Add a Client)**, enter the **Client name**, choose the **Client type** (return type) and **Tax year**, then click **Continue**. ![Step 1 of the new-client wizard with name, type, and tax year](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/add-client/image1.webp) 2. On **Step 2 (Upload their source documents)**, drag files onto the drop zone or **Browse files** to add source documents (W-2s, 1099s, organizers, prior-year return). Click **Create client**. The client appears in the list with a **Processing** badge while Filed builds the binder, then switches to **Active** when processing completes. ![Step 2 of the new-client wizard with the document drop zone](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/add-client/image2.webp) ## Bulk actions Select multiple clients using the checkboxes at the left of each row. A bulk action bar appears with the following options: * **Archive**: moves all selected clients to archived status. Client data is preserved and the action is reversible. * **Delete**: permanently removes all selected clients and their data. This cannot be undone. * **Create bulk task** dropdown: lists Run bulk tax prep, Run bulk tax review, and Run bulk tax planning. These options are not yet available; each currently shows a "Disabled for your firm" tooltip. **Walkthrough: bulk actions** 1. Select two or more clients using the row checkboxes. A bulk action bar appears showing the selected count, a **Create bulk task** dropdown, **Archive**, and **Delete**. ![The bulk action bar with multiple clients selected](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/clients-bulk-actions/image1.webp) 2. The **Create bulk task** dropdown lists Run bulk tax prep, Run bulk tax review, and Run bulk tax planning. These are not yet enabled for every firm; a "Disabled for your firm" tooltip appears where unavailable. ![The Create bulk task dropdown options](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/clients-bulk-actions/image2.webp) 3. **Archive** opens a confirmation showing how many clients will be archived; they are hidden from the active list and can be unarchived later. **Delete** permanently removes the selected clients and cannot be undone. ![The bulk Archive confirmation dialog](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/clients-bulk-actions/image3.webp) ## Editing and deleting a client Per-client edit, archive, and delete actions live in the **⋯ actions menu inside the client hub** (open a client, then use the ⋯ button in the header). The menu has three actions: * **Edit client**: opens a dialog where you can change the client's name. Return type is read-only after creation. * **Archive / Unarchive**: moves the client to archived status or restores them. Archived clients retain all documents, binder content, and task history. See [Client Statuses](/reference/clients/client-statuses.md) for what archiving means. * **Delete client**: permanently deletes the client and all associated data. A confirmation dialog warns that this action cannot be undone. Use archiving instead if you may need the client's data in the future. For a step-by-step walkthrough of these dialogs, see [The client hub](/reference/clients/the-client-hub.md#client-actions-menu). To archive or delete several clients at once, use the bulk action bar above. ## In this section | Page | What it covers | | ------------------------------------------------------------ | ------------------------------------------------------------------------------ | | [The Client Hub](/reference/clients/the-client-hub.md) | The per-client workspace: the header, the AI product cards, and client actions | | [Managing Files](/reference/clients/managing-files.md) | Uploading and organizing source documents in the Files panel | | [Client Statuses](/reference/clients/client-statuses.md) | What each status means and how to filter by status | | [Assigning Clients](/reference/clients/assigning-clients.md) | Adding and removing team members assigned to a client | --- # 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. 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