Beta release: Document auto-categorization in TaxCaddy

Auto-categorize documents

Sign in to TaxCaddy.
Select a client tile to view that client’s profile.

Select
Documents
, then select
Uploaded Documents
.
Select the
Auto-Categorize
switch to turn the feature on or off. When enabled, Auto-Categorize will use AI to find a match and categorize any tax document you upload. You can also upload a single PDF with multiple tax documents, and auto-categorization will extract all the tax documents to categorize individually.
.

The
Auto-Categorize
switch settings will be specific to your preference. Enabling or disabling this switch within 1 client profile will also apply to you in all other client profiles.

With the
Auto-Categorize
switch enabled, select
Drag and drop or click to upload documents
to select the document you'd like to Auto-Categorize.

You can also locate this file in your workstation, then drag and drop it into the upload area.

Once a document is selected, a toast notification will appear to indicate the file's upload percentage.

When the document upload reaches 100% complete, the toast notification will update to indicate that the Auto-Categorization process has begun.

The toast notification will be updated to
Auto-categorization is complete
once the document has been categorized.
The documents that TaxCaddy's AI has automatically categorized will appear in their respective categories in the
Uploaded Documents
tab. It will also mark corresponding DRL task items as uploaded.

In the
Categorization
column, Auto-Categorized documents will show the
AUTO
badge.

Users can select these documents in the Document Viewer panel to verify that TaxCaddy's AI accurately grouped the document's pages and placed them in the correct categories.

Common questions

How will Auto-Categorization know which categories to file each document into?
TaxCaddy's AI-powered Auto-Categorization learns from your actions and improves the results over time.
How can users enable Auto-Categorization for your firm?
If you're interested in having Auto-Categorization enabled within your firm, contact SurePrep Support team to integrate this feature into your daily workflow.
Does Auto-Categorization have to be used for all clients when enabled? Can this feature be enabled on a case-by-case basis?
No, Auto-Categorization within TaxCaddy doesn’t need to be the go-to categorization method for all clients. To turn this feature off, select the
Auto-Categorize
switch within a client's profile.
The Auto-Categorization feature will remain unavailable for you across all clients until you enable it again.
What document types are accepted when using the Auto-Categorize feature?
Auto-categorization works on PDF file formats.
How long does the categorization process take?
There is no determined amount of time that the categorization process takes as multiple factors can contribute (that is, uploaded file size). We ask that users be patient as the categorization process takes place. You can go away from this client profile during categorization and return later.
Does the client's DRL need to be created and sent before Auto-Categorization?
No, a client's DRL doesn’t need to be created before Auto-Categorizing their document uploads.
What are some key benefits of using Auto-Categorization?
Some of the key benefits include:
Auto-Categorize
: Automatically scans and recognizes the uploaded tax documents and organizes them into their tax categories. Saving you time from manually organizing each uploaded document.
Automatically splits pages
: You can upload a single PDF file containing various types of tax documents (that is, W-2s, 1099s, 1098s) and Auto-Categorization will separate PDF files for each document.
Automatically addresses DRL
: items on the Document Request List (DRL)

Taxpayer experience