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Deep links allow you to seamlessly redirect tax firm users to Filed. These links can be used at any time to send users from a specific tax firm to their workspace and specific pages within Filed.

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Base URL

https://app.filed.com/sign-in

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Format

Recommended approach: Use the workspace slug to ensure customers are routed to the correct workspace: 
https://app.filed.com/sign-in?deep_link=/w/{workspaceSlug}/<restofthepath>
Convenience option: If you don’t have the workspace slug available, you can use /w/redirect/ instead: 
https://app.filed.com/sign-in?deep_link=/w/redirect/<restofthepath>
Important: Always use the workspace slug format (/w/{workspaceSlug}/) when available to ensure customers are directed to the correct workspace. This prevents routing errors and ensures proper workspace isolation.
The convenience option (/w/redirect/) automatically routes users to the correct workspace based on their authentication. However, using the workspace slug is the recommended approach for reliability.

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Parameters

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deep_link
string
required
The path within Filed to redirect users to. Must be URL-encoded.Format options:
  • /w/{workspaceSlug}/<restofthepath> - Recommended: Explicitly routes to a specific workspace
  • /w/redirect/<restofthepath> - Convenience: Routes based on user authentication
Examples:
  • /w/smith-associates-tax-firm - Workspace dashboard
  • /w/smith-associates-tax-firm/connect/tax-software - Tax software connection page
  • /w/redirect/connect/tax-software - Tax software connection (convenience format)

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Common Redirect Paths

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Tax Software Connection Page

Redirect tax firm users to set up tax software connections. Recommended (with workspace slug): 
https://app.filed.com/sign-in?deep_link=/w/{workspaceSlug}/connect/tax-software
Example: 
https://app.filed.com/sign-in?deep_link=/w/smith-associates-tax-firm/connect/tax-software
Convenience option (without workspace slug): 
https://app.filed.com/sign-in?deep_link=/w/redirect/connect/tax-software

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Tax Prep Page

Redirect to a specific tax preparation. Recommended (with workspace slug): 
https://app.filed.com/sign-in?deep_link=/w/{workspaceSlug}/taxpreps/{taxPrepId}/files
Example: 
https://app.filed.com/sign-in?deep_link=/w/smith-associates-tax-firm/taxpreps/prep_123456/files
Convenience option (without workspace slug): 
https://app.filed.com/sign-in?deep_link=/w/redirect/taxpreps/{taxPrepId}/files

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Workspace Dashboard

Redirect to the main workspace dashboard. Recommended (with workspace slug): 
https://app.filed.com/sign-in?deep_link=/w/{workspaceSlug}
Example: 
https://app.filed.com/sign-in?deep_link=/w/smith-associates-tax-firm
Convenience option (without workspace slug): 
https://app.filed.com/sign-in?deep_link=/w/redirect

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Example

// Recommended: Generate deep link with workspace slug
function generateDeepLink(workspaceSlug, path = '') {
  const baseUrl = 'https://app.filed.com/sign-in';
  const deepLink = path 
    ? `/w/${workspaceSlug}${path}`
    : `/w/${workspaceSlug}`;
  
  return `${baseUrl}?deep_link=${encodeURIComponent(deepLink)}`;
}

// Convenience option: Generate deep link without workspace slug (using redirect)
function generateDeepLinkRedirect(path = '') {
  const baseUrl = 'https://app.filed.com/sign-in';
  const deepLink = path 
    ? `/w/redirect${path}`
    : `/w/redirect`;
  
  return `${baseUrl}?deep_link=${encodeURIComponent(deepLink)}`;
}

// Example usage (recommended - with workspace slug)
const workspaceSlug = 'smith-associates-tax-firm';
const integrationLink = generateDeepLink(workspaceSlug, '/connect/tax-software');
const taxPrepLink = generateDeepLink(workspaceSlug, '/taxpreps/prep_123456/files');
const dashboardLink = generateDeepLink(workspaceSlug);

console.log('Integration Link:', integrationLink);
console.log('Tax Prep Link:', taxPrepLink);
console.log('Dashboard Link:', dashboardLink);

// Example usage (convenience - without workspace slug)
// Only use this if you don't have the workspace slug available
const integrationLinkRedirect = generateDeepLinkRedirect('/connect/tax-software');

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Notes

  • Deep links can be generated at any time and don’t expire
  • Always URL-encode the deep_link parameter
  • Tax firm users will be prompted to sign in if not already authenticated
  • Use the workspace slug format when available for reliable routing
  • The convenience option (/w/redirect/) relies on user authentication to route to the correct workspace

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Troubleshooting

Problem: Deep links not redirecting correctly Solutions:
  • Always use workspace slug format (/w/{workspaceSlug}/) when available to ensure correct routing
  • Verify the workspace slug corresponds to the correct tax firm customer
  • Ensure deep_link parameter is properly URL-encoded
  • Check that the path exists in Filed’s application
  • Double-check that you’re using the correct workspace slug for each tax firm customer