AI Prep appears disabled after integration

Last updated: August 14, 2026

As of August 12, 2026 AI Prep is automatically enabled for all workspaces, but previously Filed enabled AI Prep after your firm’s customer integration is completed. In some cases, your browser may continue showing the old disabled state even after AI Prep has been enabled.

What you may see

You may see a message such as “AI tax prep disabled”, or the AI Prep option may appear unavailable or unclickable.

Why this happens

This is usually caused by cached browser session data or cookies from before AI Prep was enabled for your account. After the integration is complete, your browser may need to refresh its local session before the updated AI Prep access appears.

How to fix it

  1. Sign out of Filed.

  2. Perform a hard reload of the page:

    • Mac: press Command + Shift + R

    • Windows/Linux: press Ctrl + Shift + R

  3. Sign back in to Filed.

  4. Check whether AI Prep is now clickable.

If AI Prep is still disabled after a hard reload, clear your browser cookies for Filed, then sign in again.

If the issue continues

If AI Prep still appears disabled after reloading and clearing cookies, contact Filed Support so we can confirm that AI Prep is enabled for your account and investigate further.