> 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/support/frequently-asked-questions.md). # FAQ ## About Filed ### What is Filed? Filed is an AI-powered tax preparation platform built for accounting firms. It works behind the scenes within your existing firm workflows: you upload client documents, Filed reads them, extracts structured data, surfaces issues and missing-document flags, and optionally drives data entry directly into your tax software. Clients continue using whatever communication and document-sharing process they already have with your firm. No new tools or logins are introduced for clients. ### Does Filed have a client portal? No. Filed is built for tax professionals, not clients. Your clients continue using the same processes they already know. Filed does not introduce a client-facing login, portal, or any new client-facing tool. Behind the scenes, your team gets a streamlined workspace that organizes client documents and prepares returns for your tax software without disrupting how clients interact with your firm. ## Using Filed ### What forms and documents does Filed support? Filed is currently optimized for individual, single-state returns for the current tax year. The full and up-to-date list of supported forms is at [www.filed.com/forms](https://www.filed.com/forms). ### Can I review and edit AI-generated work? Yes. Filed shows its work: every entry includes a human-readable audit trail so you can trace values back to their source documents and understand each decision. The system also flags items that need attention, making it straightforward to validate accuracy before transfer to your tax software. You can edit returns directly in Filed before sending them to your tax software, and make final adjustments in the tax software itself. In-app editing is not available on trial accounts. ### What tax software does Filed integrate with? Filed integrates with the major professional tax platforms: * CCH Axcess * Drake Tax * UltraTax CS * Lacerte Setup guides for each provider are not published in this Help Center. To get the help article for your tax software, reach out to the Filed team through the in-app chat widget or see [Getting support at Filed](/reference/support/getting-support-at-filed.md). ### What document management tools does Filed connect with? Filed connects with the document management tools your firm already uses: * [Google Drive](/reference/plugins/integrations/document-management/google-drive.md) * [SharePoint](/reference/plugins/integrations/document-management/sharepoint.md) * [SmartVault](/reference/plugins/integrations/document-management/smartvault.md) * [Box](/reference/plugins/integrations/document-management/box.md) * [Dropbox](/reference/plugins/integrations/document-management/dropbox.md) See the [Document management](/reference/plugins/integrations/document-management.md) section for setup guides. ## Billing and credits ### How does Filed's pricing work? Filed uses a credit-based model. Credits are purchased by your firm and consumed only when AI processing runs. Uploading documents does not consume credits. See [Credits](https://github.com/filedcom/help/blob/main/filed-help-center/workspace-and-settings/credits.md) in your workspace settings for your current balance and purchase options. ### When am I charged? Credits are consumed at the moment AI processing is triggered, not when documents are uploaded. Uploading is always free. ## Security and data ### Is my client data secure? Yes. Filed runs on Google Cloud Platform (GCP) infrastructure, holds SOC 2 certification, and follows IRS Publication 4557 guidelines. Client data is never used to train Filed's AI models. ### Does Filed train its AI on my data? No. Client data is processed only to provide the services your firm has requested. It is not used to train AI models. ## Support ### How do I contact support? * **Help Center**: [help.filed.com](https://help.filed.com) for self-serve answers * **In-app chat widget**: the chat bubble in the bottom-right corner of any Filed page when logged in (preferred for fastest response) * **Email**: See [Getting support at Filed](/reference/support/getting-support-at-filed.md) for what to include in a request. ### How do I report an AI preparation issue? Use the [Filed Feedback Program](/reference/support/filed-feedback-program.md), accessible through the in-app chat widget. The Feedback Program routes submissions directly to the Filed tax engineering team, where specialists review the behavior and implement improvements that apply to future returns. --- # 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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