> 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/the-client-hub.md). # The client hub The client hub is the per-client workspace where all AI-powered tax work happens. It opens when you click any client in the list. ## What is the client hub? The hub is a single page scoped to one client and tax year. It shows a header with key client details and a grid of product cards, each launching a specific AI tool. If a client's documents have never been processed, the hub shows an initial upload view instead of the card grid, prompting you to upload documents first. ## Reading the client header The header identifies the client at a glance. It displays: * **Client name**, with a pencil icon to edit it inline. * **Return type and tax year**: for example, "Personal . 1040 . 2025". Return type is set at creation and cannot be changed. * **Status label**: shows "Active" once documents have been processed, "Processing" while the binder is being created, "Failed" if binder creation encountered an error, or "Archived" in red if the client has been archived. On mobile, the header also contains a **Files** button that opens the full-screen Files panel. ## The product cards The card grid is the launchpad for all AI tools on this client. Each card shows a tool name, a short description, and a live badge reflecting the current task state. Cards are always visible, but some require processed documents or a firm-level feature flag before they become active. ### Binder "View the organized binder." The Binder organizes all uploaded documents into a structured view. It is always shown regardless of feature flags, but becomes interactive only once documents are processed. Badge states for the Binder card: | Badge | Meaning | | ---------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Processing | Documents are currently being added to the binder | | Missing + Observations | When binder creation completes, the card always shows both a missing badge and an observations badge together: the missing badge is red "N Missing" when N is greater than 0, or green "0 Missing" when none are missing, alongside a grey "N Observations" badge. Click the missing badge to filter the binder to missing documents. | | Failed | The binder creation workflow encountered an unrecoverable error. | ### Chat "Ask any question about this client." Chat lets you ask natural-language questions about the client's documents and data. It becomes active once documents are fully processed (client status Active). Until then, the card shows the tooltip "Available once documents are processed." ### AI Tax Prep "Automate form extraction and data entry." AI Tax Prep extracts data from source documents and prepares it for entry into your tax software. This card requires the `tax-prep` feature flag to be enabled for your firm. Badge states: | Badge | Meaning | | -------------------- | ---------------------------------------------------------- | | Processing | Tax prep is running | | Ready for data entry | Extraction is complete; the return is ready for data entry | | Done | Data entry preparation is complete | | Failed | Tax prep encountered an error | ### AI Review "Catch mistakes on your draft return." AI Review checks a draft return for errors and inconsistencies. This card requires the `tax-review` feature flag. Badge states are Processing, Done, and Failed. ### AI Tax Planning "Personalized tax strategies." AI Tax Planning generates planning recommendations based on the client's data. This card requires the `tax-planning` feature flag. Badge states are Processing, Done, and Failed. ## Card states and what they mean Two disabled reasons can appear on any card: * **"Available once documents are processed"**: shown on Binder and Chat when the client's binder creation is not yet complete. The client must reach Active status before these tools are accessible. * **"Disabled for your firm"**: shown on AI Tax Prep, AI Review, and AI Tax Planning when the corresponding feature flag is not enabled for your workspace. Contact your account representative to enable a feature. | Card | Processing | Ready / Active | Done | Failed | Disabled reason | | --------------- | -------------------------- | ------------------------ | ---- | ------------------------- | ---------------------------------------- | | Binder | Processing badge (spinner) | 0 Missing + Observations | - | Failed or N Missing badge | "Available once documents are processed" | | Chat | Not applicable | Active (clickable) | - | - | "Available once documents are processed" | | AI Tax Prep | Processing badge | Ready for data entry | Done | Failed | "Disabled for your firm" | | AI Review | Processing badge | - | Done | Failed | "Disabled for your firm" | | AI Tax Planning | Processing badge | - | Done | Failed | "Disabled for your firm" | ## Client actions (⋯ menu) The ⋯ menu in the client hub header provides three actions: * **Edit client**: opens a dialog to rename the client. Return type cannot be changed after creation. * **Archive** (or **Unarchive** if the client is already archived): moves the client off the active list while preserving all data. The confirmation dialog reads: "This client will be hidden from the active list. You can unarchive this client if needed." 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. This option appears separated from the others and is displayed in red. **Walkthrough: the client actions menu** 1. From inside a client hub, click the **⋯** button in the header to open the actions menu. It lists **Edit client**, **Archive**, and **Delete client** (Delete is separated and shown in red). ![The client actions menu open](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/the-client-hub-actions-menu/image1.webp) 2. **Edit client** opens a dialog where the **Name** field is editable and the **Return type** is greyed out (it cannot be changed after creation). Click **Save** to apply, or **Cancel** to close. ![The Edit client dialog with an editable name and greyed-out return type](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/the-client-hub-actions-menu/image2.webp) 3. **Archive** opens a confirmation explaining the client will be hidden from the active list and can be unarchived later. ![The Archive confirmation dialog](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/the-client-hub-actions-menu/image3.webp) 4. **Delete client** opens a confirmation that warns the client and all of their data will be permanently deleted and the action cannot be undone. ![The Delete client confirmation with its permanent-deletion warning](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/the-client-hub-actions-menu/image4.webp) ## Navigating between clients To return to the full client list, use the **Clients** link in the left navigation or your browser's back button. Each client hub has a unique URL scoped to that client's ID, which you can bookmark or share with a colleague who has access to the workspace. --- # 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 that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.filed.com/reference/clients/the-client-hub.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. 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.