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Law firm Zarwin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
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Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
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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.
2026-02-03 (Document Auto-Categorization)
Release note for February 3, 2026
Document Auto-Categorization
TaxCaddy now offers enhanced Document Auto‑Categorization, providing users with a faster, more efficient upload experience by automatically identifying and assigning documents to the appropriate tax categories and forms. Document Auto‑Categorization uses TaxCaddy’s AI 
to analyze each page of an uploaded PDF and assign it to the correct category.
to analyze each page of an uploaded PDF and assign it to the correct category. Firm users interested in using this new upload enhancement to streamline the document upload experience throughout tax season can do so from the
Upload Documents
section of a client's TaxCaddy profile. Select the
Auto-Categorize
toggle, then proceed with the document upload. After the document has uploaded, TaxCaddy will begin the auto-categorization process to sort the document into its appropriate category (for example Form W-2 or Form 1099-INT).
note
Documents that cannot be confidently classified are placed in the
Uncategorized
section for manual review and categorization.
If a document containing multiple forms was not correctly split or categorized, users can then select
Restore original pages
to restore the multiple split forms into the original single document.
Select the
Document auto-categorization in TaxCaddy
article in the Related Content
to review the auto-categorization in further detail. This article applies to:
- Product: SurePrep
Related Content
-
TaxCaddy release notes
Format:
Article
-
Document auto-categorization in TaxCaddy
Format:
Article