> 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/plugins/prowork/desktop.md). # Desktop Prowork Desktop is a Windows native application that docks as a sidebar on the right side of the screen. When the preparer's tax software opens, the sidebar appears automatically alongside it. The app detects supported tax software by watching for its window, then prompts to dock the panel so the sidebar and tax software sit side by side without overlapping. The sidebar gives access to Filed's AI chat with full client context from the workspace's connected integrations - all without leaving tax software or switching to another window. ## What Prowork desktop does The Desktop app docks to the right edge of the screen and pushes other windows left so nothing is hidden behind the sidebar. This is a native Windows layout, not an overlay, so the tax software remains fully usable. When the configured tax software is detected, Prowork prompts to dock the sidebar next to it. Once docked, the preparer selects a client from the sidebar and the AI has access to everything Filed knows about that client from the connected integrations: * Documents from the document management system * Return data from tax software integrations * Any other sources the workspace has connected The sidebar stays open between sessions. Prowork Desktop self-updates on Windows: when a new version is available, an update option appears in the top bar of the app. Keeping the app current ensures access to the latest AI capabilities. The Desktop app is currently available on Windows only. ## Before you start Before installing Prowork Desktop, confirm the following: * The computer runs Windows * The preparer has access to the Filed workspace where they want to connect * At least one integration is configured in Filed so Prowork has client data to work with Each team member installs Prowork Desktop on their own machine. This is not a shared installation - each device creates its own surface with its own name and login code. ## Install Prowork desktop {% embed url="" %} ## Sign in with your login code ## Using the sidebar Once signed in, the sidebar is available on the right side of the screen. When a supported tax software application opens, the Desktop app detects it and prompts to dock the sidebar alongside the tax software window. ### Selecting a client Inside the sidebar, the preparer selects a client by searching by name or scrolling the client list. Selecting a client scopes all AI responses to that client's data from the workspace's connected integrations. Switching clients mid-session is supported and takes effect immediately. ### Asking questions and requesting tasks With a client selected, the preparer can ask the AI questions about that client's documents, request data summaries, ask for comparisons between figures, and more. The AI draws its answers from the integrations connected in the workspace. For a full overview of what the AI can help with, see the AI Chat and AI Reviewer documentation. ## Keeping the app up to date Prowork Desktop self-updates on Windows. When a new version is available, the app displays a **Check for updates** or **Update to vX.Y.Z** option in the top bar. Running the latest version ensures access to current AI features and fixes. ## Reinstalling or removing the connection ## Troubleshooting **Sidebar not appearing when tax software opens.** Prowork Desktop detects tax software by watching for its window. If the sidebar does not appear, confirm that the relevant tax software is configured in Filed. The app only activates for software that is set up in the workspace settings. **Status stuck on Created.** This means the Desktop app has not connected to Filed yet. Confirm that the app is running and that the login code was pasted correctly during sign-in. If the app is running and the code was entered, try using Reinstall in Filed to generate a fresh code and repeat the sign-in steps. **Repeated sign-in prompts.** If the app keeps asking for a login code, use Reinstall on the installation in Filed to reset the surface token and sign in again with the new code. --- # Agent Instructions This documentation is published with GitBook. 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