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CoCounsel Legal
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Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
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CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
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2026 SKILLS showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
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Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
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Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
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.This article applies to:
- PRODUCT: SurePrep
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