Skip to main content
Upload and gather documents
Search
Search CoCounsel Support Help and Support.

This article applies to:

  • Product: CoCounsel
  • Audiences: Tax professionals

Upload documents

Upload documents by accessing the project, using upload options like drag-and-drop, and then review the automatically categorized files in the
Gather
 tab.
  1. Go to your project.
  2. Go to the
    Overview
     or
    Gather
     tab.
  3. Select
    + Upload document
     or use the drag-and-drop area.
  4. Select
    Upload and continue
    .

Upload options

  • Upload single documents one at a time.
  • Upload multiple documents simultaneously.
  • Drag and drop for quick uploads.
After the upload:
Documents will be processed and categorized automatically. You can view them on the
Gather
 tab:
  • Document name
    : Name of the uploaded file.
  • Category
    : Auto-detected document type (for example, W-2, 1099-INT).
  • Document processing status
    : In Queue, Processing, Processed by AI, Action Needed, Resolved.
  • Date uploaded
    : Upload a timestamp.
  • Actions
    : Options to view, resolve a task.

Related Content