> For the complete documentation index, see [llms.txt](https://docs.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.filed.com/reference.md). # Reference - [Clients](https://docs.filed.com/reference/clients.md) - [Adding clients in bulk](https://docs.filed.com/reference/clients/adding-clients-in-bulk.md) - [The client hub](https://docs.filed.com/reference/clients/the-client-hub.md) - [Managing files](https://docs.filed.com/reference/clients/managing-files.md) - [Client statuses](https://docs.filed.com/reference/clients/client-statuses.md) - [Assigning clients](https://docs.filed.com/reference/clients/assigning-clients.md) - [Products](https://docs.filed.com/reference/products.md) - [AI Tax Prep](https://docs.filed.com/reference/products/ai-tax-prep.md) - [Workflow overview](https://docs.filed.com/reference/products/ai-tax-prep/workflow-overview.md) - [Forms tab](https://docs.filed.com/reference/products/ai-tax-prep/forms-tab.md) - [The Files panel](https://docs.filed.com/reference/products/ai-tax-prep/source-files-tab.md) - [Pre-entry notes](https://docs.filed.com/reference/products/ai-tax-prep/pre-entry-notes-tab.md) - [Pre-entry notes notifications](https://docs.filed.com/reference/products/ai-tax-prep/pre-entry-notes-notifications.md) - [Summary tab](https://docs.filed.com/reference/products/ai-tax-prep/summary-tab.md) - [Verifying entries](https://docs.filed.com/reference/products/ai-tax-prep/verifying-entries.md) - [Adding and removing entries](https://docs.filed.com/reference/products/ai-tax-prep/adding-and-removing-entries.md) - [Client and version matching](https://docs.filed.com/reference/products/ai-tax-prep/client-and-version-matching.md) - [Reverting with backups](https://docs.filed.com/reference/products/ai-tax-prep/reverting-with-backups.md) - [Rerunning and re-exporting](https://docs.filed.com/reference/products/ai-tax-prep/rerun-and-match-and-update.md) - [Re-running after new documents](https://docs.filed.com/reference/products/ai-tax-prep/rerunning-after-new-documents.md) - [Video walk-through](https://docs.filed.com/reference/products/ai-tax-prep/video-walk-through.md) - [Downloading client files](https://docs.filed.com/reference/products/ai-tax-prep/downloading-client-files.md) - [FAQ](https://docs.filed.com/reference/products/ai-tax-prep/frequently-asked-questions.md) - [Binder](https://docs.filed.com/reference/products/binder.md) - [Organizing documents](https://docs.filed.com/reference/products/binder/organizing-documents.md) - [Missing documents tracking](https://docs.filed.com/reference/products/binder/missing-documents-tracking.md) - [Marking document dispositions](https://docs.filed.com/reference/products/binder/marking-document-dispositions.md) - [Annotating and reviewing](https://docs.filed.com/reference/products/binder/annotating-and-reviewing.md) - [Observations: dismissing and restoring](https://docs.filed.com/reference/products/binder/observations-visibility.md) - [Forms](https://docs.filed.com/reference/products/binder/forms.md) - [Leadsheets](https://docs.filed.com/reference/products/binder/leadsheets.md) - [Template automation](https://docs.filed.com/reference/products/binder/template-automation.md) - [Chat](https://docs.filed.com/reference/products/binder/chat.md) - [Activity & sign-off](https://docs.filed.com/reference/products/binder/activity-and-sign-off.md) - [AI Review](https://docs.filed.com/reference/products/ai-review.md) - [Understanding flags](https://docs.filed.com/reference/products/ai-review/understanding-flags.md) - [Managing review protocols](https://docs.filed.com/reference/products/ai-review/managing-review-protocols.md) - [Prior-year comparison](https://docs.filed.com/reference/products/ai-review/prior-year-comparison.md) - [Sign-off levels](https://docs.filed.com/reference/products/ai-review/sign-off-levels.md) - [Focus mode](https://docs.filed.com/reference/products/ai-review/focus-mode.md) - [Re-review workflow](https://docs.filed.com/reference/products/ai-review/re-review-workflow.md) - [Downloading work papers](https://docs.filed.com/reference/products/ai-review/downloading-work-papers.md) - [FAQ](https://docs.filed.com/reference/products/ai-review/frequently-asked-questions.md) - [AI Tax Planning](https://docs.filed.com/reference/products/ai-tax-planning.md) - [Chat & Analyst](https://docs.filed.com/reference/products/chat-and-analyst.md) - [Client chat](https://docs.filed.com/reference/products/chat-and-analyst/client-chat.md) - [Analyst](https://docs.filed.com/reference/products/chat-and-analyst/analyst.md) - [Chat features](https://docs.filed.com/reference/products/chat-and-analyst/chat-features.md) - [Prompting best practices](https://docs.filed.com/reference/products/chat-and-analyst/prompting-best-practices.md) - [Playbook](https://docs.filed.com/reference/playbook.md) - [Creating protocols](https://docs.filed.com/reference/playbook/creating-protocols.md) - [Yours vs. firm's protocols](https://docs.filed.com/reference/playbook/yours-vs-firms-protocols.md) - [Toggling protocols per run](https://docs.filed.com/reference/playbook/toggling-protocols-per-run.md) - [Plugins & integrations](https://docs.filed.com/reference/plugins.md) - [Integration guides](https://docs.filed.com/reference/plugins/integrations.md): Provider-by-provider integration setup for Filed. - [Tax software](https://docs.filed.com/reference/plugins/integrations/tax-software.md) - [CCH Axcess](https://docs.filed.com/reference/plugins/integrations/tax-software/cch-axcess.md) - [Connect CCH Axcess API with Filed](https://docs.filed.com/reference/plugins/integrations/tax-software/cch-axcess/connect-cch-axcess-api-with-filed.md) - [Lacerte](https://docs.filed.com/reference/plugins/integrations/tax-software/lacerte.md) - [Setting up the Lacerte SDK](https://docs.filed.com/reference/plugins/integrations/tax-software/lacerte/setting-up-the-lacerte-sdk.md) - [Microsoft Visual C++ x64 runtime in Rightworks](https://docs.filed.com/reference/plugins/integrations/tax-software/lacerte/microsoft-visual-c-runtime-in-rightworks.md) - [Drake](https://docs.filed.com/reference/plugins/integrations/tax-software/drake.md) - [ProConnect Tax](https://docs.filed.com/reference/plugins/integrations/tax-software/proconnect-tax.md) - [Tax prep and data entry](https://docs.filed.com/reference/plugins/integrations/tax-software/proconnect-tax/proconnect-tax-prep-and-data-entry.md): Select the exact ProConnect client and 2025 individual return, run AI Tax Prep, and review verified data-entry results. - [Backups and recovery](https://docs.filed.com/reference/plugins/integrations/tax-software/proconnect-tax/proconnect-backup-and-recovery.md): How Filed captures ProConnect return snapshots and how support can reverse an exact data-entry run without overwriting newer preparer edits. - [Practice management](https://docs.filed.com/reference/plugins/integrations/practice-management.md) - [Asana](https://docs.filed.com/reference/plugins/integrations/practice-management/asana.md) - [Canopy](https://docs.filed.com/reference/plugins/integrations/practice-management/canopy.md) - [Double](https://docs.filed.com/reference/plugins/integrations/practice-management/double.md) - [Karbon](https://docs.filed.com/reference/plugins/integrations/practice-management/karbon.md) - [ClickUp](https://docs.filed.com/reference/plugins/integrations/practice-management/clickup.md) - [monday.com](https://docs.filed.com/reference/plugins/integrations/practice-management/monday-com.md) - [Trello](https://docs.filed.com/reference/plugins/integrations/practice-management/trello.md) - [Accounting & ERP](https://docs.filed.com/reference/plugins/integrations/accounting-and-erp.md) - [QuickBooks Online](https://docs.filed.com/reference/plugins/integrations/accounting-and-erp/quickbooks-online.md) - [NetSuite](https://docs.filed.com/reference/plugins/integrations/accounting-and-erp/netsuite.md) - [Digits](https://docs.filed.com/reference/plugins/integrations/accounting-and-erp/digits.md) - [Document management](https://docs.filed.com/reference/plugins/integrations/document-management.md) - [Google Drive](https://docs.filed.com/reference/plugins/integrations/document-management/google-drive.md): Connect Google Drive to Filed and control which Drive content Filed can read or change. - [SharePoint](https://docs.filed.com/reference/plugins/integrations/document-management/sharepoint.md): Connect SharePoint to Filed and control which sites, libraries, and documents Filed can read or change. - [SmartVault](https://docs.filed.com/reference/plugins/integrations/document-management/smartvault.md) - [Box](https://docs.filed.com/reference/plugins/integrations/document-management/box.md) - [Dropbox](https://docs.filed.com/reference/plugins/integrations/document-management/dropbox.md) - [OneDrive](https://docs.filed.com/reference/plugins/integrations/document-management/onedrive.md) - [Egnyte](https://docs.filed.com/reference/plugins/integrations/document-management/egnyte.md) - [Communications](https://docs.filed.com/reference/plugins/integrations/communications.md) - [Gmail](https://docs.filed.com/reference/plugins/integrations/communications/gmail.md) - [Outlook](https://docs.filed.com/reference/plugins/integrations/communications/outlook.md) - [IMAP Email](https://docs.filed.com/reference/plugins/integrations/communications/imap-email.md) - [Google Calendar](https://docs.filed.com/reference/plugins/integrations/communications/google-calendar.md) - [Calendly](https://docs.filed.com/reference/plugins/integrations/communications/calendly.md) - [Google Meet](https://docs.filed.com/reference/plugins/integrations/communications/google-meet.md) - [Ping](https://docs.filed.com/reference/plugins/integrations/communications/ping.md) - [Productivity](https://docs.filed.com/reference/plugins/integrations/productivity.md) - [Microsoft Excel](https://docs.filed.com/reference/plugins/integrations/productivity/microsoft-excel.md) - [Microsoft To Do](https://docs.filed.com/reference/plugins/integrations/productivity/microsoft-to-do.md) - [Google Sheets](https://docs.filed.com/reference/plugins/integrations/productivity/google-sheets.md) - [Google Docs](https://docs.filed.com/reference/plugins/integrations/productivity/google-docs.md) - [Google Forms](https://docs.filed.com/reference/plugins/integrations/productivity/google-forms.md) - [Google Tasks](https://docs.filed.com/reference/plugins/integrations/productivity/google-tasks.md) - [Google Slides](https://docs.filed.com/reference/plugins/integrations/productivity/google-slides.md) - [Notion](https://docs.filed.com/reference/plugins/integrations/productivity/notion.md) - [Airtable](https://docs.filed.com/reference/plugins/integrations/productivity/airtable.md) - [Documents & signatures](https://docs.filed.com/reference/plugins/integrations/documents-and-signatures.md) - [DocuSign](https://docs.filed.com/reference/plugins/integrations/documents-and-signatures/docusign.md) - [Dropbox Sign](https://docs.filed.com/reference/plugins/integrations/documents-and-signatures/dropbox-sign.md) - [PandaDoc](https://docs.filed.com/reference/plugins/integrations/documents-and-signatures/pandadoc.md) - [CRM](https://docs.filed.com/reference/plugins/integrations/crm.md) - [HubSpot](https://docs.filed.com/reference/plugins/integrations/crm/hubspot.md) - [Salesforce](https://docs.filed.com/reference/plugins/integrations/crm/salesforce.md) - [Payroll, spend & payments](https://docs.filed.com/reference/plugins/integrations/payroll-spend-and-payments.md) - [Gusto](https://docs.filed.com/reference/plugins/integrations/payroll-spend-and-payments/gusto.md) - [Ramp](https://docs.filed.com/reference/plugins/integrations/payroll-spend-and-payments/ramp.md) - [Brex](https://docs.filed.com/reference/plugins/integrations/payroll-spend-and-payments/brex.md) - [Stripe](https://docs.filed.com/reference/plugins/integrations/payroll-spend-and-payments/stripe.md) - [Square](https://docs.filed.com/reference/plugins/integrations/payroll-spend-and-payments/square.md) - [Prowork](https://docs.filed.com/reference/plugins/prowork.md) - [Prowork for Chrome](https://docs.filed.com/reference/plugins/prowork/browser.md) - [Desktop](https://docs.filed.com/reference/plugins/prowork/desktop.md) - [Excel](https://docs.filed.com/reference/plugins/prowork/excel.md) - [Google Sheets](https://docs.filed.com/reference/plugins/prowork/google-sheets.md) - [Filed Printer](https://docs.filed.com/reference/plugins/filed-printer.md): Print from any desktop app straight into your Filed workspace. - [Workspace & settings](https://docs.filed.com/reference/workspace-and-settings.md) - [Firm settings](https://docs.filed.com/reference/workspace-and-settings/firm-settings.md) - [Appearance](https://docs.filed.com/reference/workspace-and-settings/appearance.md) - [Members](https://docs.filed.com/reference/workspace-and-settings/members.md) - [SSO](https://docs.filed.com/reference/workspace-and-settings/sso.md) - [Binder settings](https://docs.filed.com/reference/workspace-and-settings/binder-settings.md) - [Notifications](https://docs.filed.com/reference/workspace-and-settings/notifications.md) - [Billing](https://docs.filed.com/reference/workspace-and-settings/billing.md) - [Partners](https://docs.filed.com/reference/partners.md) - [Rightworks](https://docs.filed.com/reference/partners/rightworks.md) - [Filed logo and brand assets](https://docs.filed.com/reference/logo-and-brand-assets.md): Download the official Filed logo as SVG and PNG, plus the Filed wordmark, favicon and brand colors with HEX codes. - [Troubleshooting](https://docs.filed.com/reference/troubleshooting.md) - [Return stuck in processing](https://docs.filed.com/reference/troubleshooting/return-stuck-in-processing.md) - [Return paused](https://docs.filed.com/reference/troubleshooting/return-paused.md) - [System issue or error](https://docs.filed.com/reference/troubleshooting/system-issue-or-error.md) - [Zero or blank entries after data entry](https://docs.filed.com/reference/troubleshooting/zero-blank-entries.md) - [Re-installing the Filed sync app](https://docs.filed.com/reference/troubleshooting/re-installing-the-filed-sync-app.md) - [Rules explainer](https://docs.filed.com/reference/troubleshooting/rules-explainer.md) - [Support](https://docs.filed.com/reference/support.md) - [Getting support at Filed](https://docs.filed.com/reference/support/getting-support-at-filed.md) - [Filed feedback program](https://docs.filed.com/reference/support/filed-feedback-program.md) - [FAQ](https://docs.filed.com/reference/support/frequently-asked-questions.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.filed.com/reference.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.