Product Usage
Answers to common questions about using product features and completing everyday tasks.
Articles
- Tax Planner Best Practices
- AI Tax Prep Disabled FAQ
- What if I need to upload additional documents for a client?
- Before You Start Checklist
- AI Reviewer video walk-through
- AI Reviewer & Tax Planner Launch Library: Your Starter Kit for Getting Up & Running
- Can I edit and review Filed AI's work?
- How should I upload real estate tax documents for a client with multiple properties?
- Should I upload K-1s to Filed if they are already imported directly in CCH Axcess?
- Tax Planner Video Walk-through
- Best practices for submitting your documents
- What forms and documents can I send to Filed?
- Can I rename source documents in the Binder?
- How Filed DMS and PMS integrations work
- Rules: Explainer, editing, and creation
- How does Filed AI extract and process K-1 Data?