Filed Fundamentals
This collection covers administrative workflows, integrations, and workspace orientation.
Collections
- Getting started: Connections & Integrations
Find out what you need to know to connect your tax software, practice management or document management systems to Filed.
- Getting started: Workspace Orientation
Take a review of the Filed workspace here. Get to know the dashboard and what notifications mean.
- Getting started: Admin
Here's you'll find the fundementals of adding users, updating permissions, managing notifications, and reviewing billing.