Products

Filed surfaces products as task tiles on every client's hub. They are designed to work in sequence across a return, though each can be used independently.

What the products are

Product	Tile description	What it does
Binder	"View the organized binder"	The organized document workspace for a client. Filed AI splits every uploaded file into individual documents classified by type, issuer, and tax year. Your team annotates, reviews, and signs off within the Binder.
AI Tax Prep	"Automate form extraction and data entry"	Reads source documents in the Binder, extracts figures, maps them to the correct forms, surfaces items for attention in Pre-Entry Notes, and optionally enters prepared data into connected tax software.
AI Review	"Catch mistakes on your draft return"	Compares a draft return against Binder source documents; surfaces discrepancies, missing items, and potential errors as structured leadsheets ranked by severity (Critical, High, Medium, Low). Supported return types: 1040, 1041, 1065, 1120, 1120S, 990.
AI Tax Planning	"Personalized tax strategies"	Forward-looking tax analysis and planning for the client.
Chat	"Ask any question about this client"	A context-aware AI assistant scoped to one client's documents and return data. Answers cite their source in the Binder. Available from the client hub tile and from within the Binder.

AI Review and AI Tax Planning are gated by feature flags. When not enabled for a workspace, the tiles display "Disabled for your firm."

How they fit together

The natural sequence across a return is:

1. Binder organizes the uploaded documents - splitting, classifying, and flagging missing items.

2. AI Tax Prep reads the Binder and prepares the draft return, extracting figures from classified documents.

3. AI Review takes the draft return and cross-checks it against the Binder documents, surfacing discrepancies for the reviewer to resolve.

4. AI Tax Planning provides forward-looking analysis once the current-year picture is clear.

5. Chat is available throughout - useful for lookup, summarization, and document explanation at any stage.

The Playbook shapes how each product behaves across clients: firm-level protocols set in the Playbook are applied automatically by the AI in each product.

Where you run them

Each product appears as a task tile on the client hub. Tiles show the current status of that product for the client:

• Processing - the product is currently running

• Done - the most recent run completed successfully

• {N} Missing - the Binder has flagged missing document types

• Observations - the Binder has AI observations on existing documents

• Ready for data entry - AI Tax Prep has completed extraction and is ready to enter data into tax software

• Failed - the run encountered an error

A firm-wide Analyst is also accessible from the left navigation. Its scope is the entire workspace, useful for cross-client queries, pipeline overviews, and general tax research. The Home page also has a quick-entry "Ask a question" box that opens a new Analyst thread.

In this section

• AI Tax Prep - automate form extraction and data entry into connected tax software

• Binder - organize, annotate, and review client documents

• AI Review - catch mistakes on a draft return

• AI Tax Planning - personalized tax strategies for clients

• Chat and Analyst - ask the AI about one client or across the firm