AI Reviewer & Tax Planner Launch Library: Your Starter Kit for Getting Up & Running
Last updated: March 9, 2026
Welcome to the AI Insights Launch Library! This is your one-stop resource hub to learn, explore, and master AI Reviewer! Whether you’re brand new or just brushing up, this page pulls together everything you need to start strong.
Before You Get Started: Admin Setup
These are the foundational steps to make sure your workspace is ready before sending draft returns through AI Reviewer.
👉 How to Add Your Team to Filed
👉 Review the Workspaces Settings Tab
👉 Learn How to Assign Clients to a Single Teammate
👉 Set Up Email & In-App Notifications
👉 Review the Billing Settings Tab
👉 How to Contact Filed Support
Getting Files into Filed
Now that your admin setup is complete, it’s time to send files through AI Reviewer.
👉 How to Send Files Using Filed Printer
👉 How to send documents from your PMS or DMS
👉 How to Upload a Client Manually
Using AI Reviewer
Now that files are flowing, let’s focus on how AI Reviewer actually works.
AI Reviewer Video Walkthrough (Deep Dive)
This walkthrough shows:
Reviewing flagged items
Navigating AI comments
Understanding review outcomes
👉 Watch the Full AI Reviewer Walkthrough
Rules: The Engine Behind AI Reviewer
Rules determine what AI Reviewer checks and how it flags issues.
Inside the Rules documentation, you’ll learn:
What rules are
How to edit existing rules
How to create new rules
👉 Watch the Rules Explainer & Creation Guide
Pro tip: Start simple. Clear, specific rules produce the best results.
Using Tax Planner
👉 Video overview of Tax Planner
👉 Walk-through on using Tax Planner
Attend a webinar