# Using Filed as a Truss Customer

For Truss Customers (customers billing from Truss). This resource is useful for any the following:

* Before you start
* Accessing Filed
* For CCH Axcess Tax (without API Key): retrieve your .dat file in Filed

{% stepper %}
{% step %}

#### Establish Truss <> Filed connection

In Truss, go to <https://app2.gettruss.io/nango_connections>

* Once establish the Filed connection in Truss, you go to Filed to connect your tax software
  {% endstep %}

{% step %}

#### Connect your tax software

In [Filed](http://app.filed.com/), click Connect (left panel) > Tax Software > **Connect** under your tax software to establish a connection to Filed.

* Review [integrations guides here](/collections/tax-softwares.md) to connect your tax software to Filed
  {% endstep %}

{% step %}

#### Add your Filed Printer - optional

The Filed printer is a quick way to send your 1040s to Filed's AI Reviewer.

* [Filed Printer FAQs](/articles/sending-files-with-filed-printer.md)
* [How to set up your Filed Printer](/setting-up-your-filed-printer.md)
  {% endstep %}
  {% endstepper %}

## Accessing Filed

Once you complete the "Before you start" steps above, you can access Filed by either of the following paths:

* Path A: Go to [app.Filed.com](http://app.filed.com/) and log in with your company email.
* Path B: Navigate to Truss Prep Requests to see all submissions. At the top is 'Open Filed Workspace'. Click on to be taken to their filed workspace.

![image.png](/files/0e479167f1472521c65e570efc8e1110f756e4f0)

## For CCH Axcess Tax, retrieve your .dat file in Filed

* Once you are notified that tax prep is complete, go to Filed.
* In Filed, click on your **Tax Prep** tab in the left panel.

![image.png](/files/24ab07136227809d3b1edc7f3035829e1b94db16)

* Click on your client.
* When Tax Prep is complete, your .dat file will show up in your Truss account.
  * You can also download a copy in Filed > your client's Tax Prep > Output tab in the horizontal navigation bar.


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# Agent Instructions: 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:

```
GET https://help.filed.com/using-filed-as-a-truss-customer.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
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.