Document Auto-Categorization is coming soon to TaxCaddy
TaxCaddy's Document Auto-Categorization is coming soon!
We are excited to announce that for the coming tax season, firm users will soon have the ability to automatically categorize document uploads completed through TaxCaddy. Incorporating the valued feedback of our Auto-Categorization beta participants, Phase 1 of TaxCaddy's document Auto-Categorization will directly address the insights provided during the beta, resulting in a refined feature tailored to your firm's needs.
What is Document Auto-Categorization in TaxCaddy?
Document Auto-Categorization leverages AI
to analyze each document uploaded to a client's account and automatically sort any recognized, supported tax document into their respective tax categories and subcategories. Additionally, if you or your client uploads a single PDF containing multiple tax documents, our Auto-Categorization AI
will do its best to analyze each page, and separate the individual tax documents into their respective categories within the client profile.
to analyze each document uploaded to a client's account and automatically sort any recognized, supported tax document into their respective tax categories and subcategories. Additionally, if you or your client uploads a single PDF containing multiple tax documents, our Auto-Categorization AI will do its best to analyze each page, and separate the individual tax documents into their respective categories within the client profile.Related Content
-
Announcements
Format:
Article
