AI Tax Prep Disabled FAQ

Short answer: AI Tax Prep is feature-flagged to be disabled by default. It is turned on during onboarding when the customer when Filed determines that you are fully ready to use it and tax software integration is completed.

FAQs

Why is AI Tax Prep disabled?

AI Tax Prep is intentionally disabled by default behind a feature flag. This lets the team enable it at the right point in a customer's onboarding flow instead of making it available before setup and guidance are complete.

When does AI Tax Prep get turned on?

AI Tax Prep is turned on during onboarding. If a customer asks about access, confirm whether they are in the onboarding stage where AI Tax Prep should be enabled.

Can we enable AI Tax Prep for a customer who asks?

Potentially, yes — but it should follow the onboarding process. Route the request to the appropriate onboarding/customer team member to confirm readiness and enable the feature flag if appropriate.

What should support say to customers?

Suggested response:

AI Tax Prep is currently enabled during onboarding. If you do not see it yet, it may not have been turned on for your workspace. We can check your onboarding status and help confirm when it should be enabled.

Why isn't this available to everyone by default?

Because AI Tax Prep depends on onboarding readiness. Keeping it disabled by default helps ensure customers receive the right setup and support before using it.

Who should handle follow-up questions?

Support can answer the general FAQ above. If the customer is asking to enable AI Tax Prep, route the request to the onboarding/customer team so they can confirm whether the account is ready.

Internal notes

• Feature flag default: disabled.

• Enablement timing: during onboarding.

• Use this article to help the AI agent answer repeated questions about why AI Tax Prep is disabled.