Prowork
Prowork is Filed's AI assistant delivered as a sidebar inside the tools tax preparers already work in. Instead of switching to a separate application to look up client information or check a figure, preparers get AI assistance right where the work is happening - next to their tax software, inside their workbook, or inside their spreadsheet.
The knowledge that normally lives with the most senior people on the team becomes something everyone can draw on. When a preparer corrects Prowork or gives it feedback, that correction improves Prowork's responses for the whole firm. This teach-and-correct model means the AI gets more accurate over time as the team uses it.
Prowork surfaces at a glance
Prowork is available in three surfaces. Each surface installs separately and is suited to a different part of the workflow.
Desktop
Windows native app
Working alongside tax software as returns are prepared
Excel
Microsoft 365 Excel (desktop or web)
Building workpapers, populating tables, cross-checking figures
Google Sheets
Google Sheets
Same workpaper and cross-check capabilities in the Google ecosystem
All three surfaces connect to the same workspace and have access to the same client data from connected integrations. The AI chat experience and the core capabilities are consistent across surfaces.
How installation works
Every Prowork surface follows the same installation pattern. The preparer starts in the Filed web app, navigates to Plugins, and clicks Install on the surface they want. They give the connection a device name - a label to identify this particular installation in the Installations table. Filed then generates a login code unique to that installation.
The next step depends on the surface: downloading and running the Desktop installer, or adding the Excel or Google Sheets add-in from the relevant marketplace. Once the app or add-in is open, the preparer pastes the login code to complete the connection.
The login code is a surface token scoped to one workspace and one device. It should not be shared. Filed shows the code once, when the connection is created - it cannot be viewed again afterwards, so it is easiest to install the app or add-in first and generate the code at the moment it is needed. If a code is lost before it is used, there is no downside: the Reinstall option generates a new one, and creating a fresh connection does not cost anything extra. Once a surface has signed in successfully, it stays signed in - the code is only needed during setup.
Managing your installations
Each Prowork plugin page in Filed shows an Installations table listing every active surface in the workspace for that plugin type. Each row shows the device name, connection status, the team member who created the installation, and the last time the surface checked in.
Your own installations are sorted to the top. Clicking into an installation shows options to copy a new login code, reinstall (resets the token and starts fresh), or remove the connection entirely.
Workspace admins can see all installations, which makes it straightforward to audit which devices are connected and clean up stale entries.
Connection statuses
Each Prowork installation has one of three statuses.
Created - The installation was set up in Filed and a login code was generated, but the app or add-in has not yet connected to the workspace. If an installation stays in Created for more than a few minutes after the app is installed and the code is pasted, check that the code was entered correctly.
Active - The surface is connected and checking in with Filed. The AI is available in the app or add-in and the last-seen time updates as the surface remains in use.
Deleted - The connection has been removed. The surface can no longer communicate with the workspace. A new installation must be created to reconnect.
In this section
Prowork Desktop - The Windows sidebar app that works alongside your tax software
Prowork for Excel - The Office add-in for workpapers and cross-checking in Microsoft 365
Prowork for Google Sheets - The same workpaper and cross-check capabilities for Google Sheets
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