Account & Administration
Guidance for managing customer accounts, users, access, billing, subscriptions, and other administrative requests.
Articles
- Settings Menu - Overview Workspaces Tab
- Settings: Email and in-app notification controls
- How much does filed cost? What's a credit?
- Adding your team to your Filed workspace
- When will I get charged?
- Overview - Reassigning a Return
- Settings: Assigning all new clients to a single teammate
- Removing teammates from your workspace
- Overview - Assigning Imported Returns In Bulk
- Filed Quick Reference — Admin Setup
- Settings Menu - Overview of the Billing Tab
- Settings: AI TaxPrep