Document management with AI classification

The real cost of a client upload

A client sends 34 phone photos named IMG_4471. Someone on your staff opens each one, works out what it is, renames it, files it, and ticks the checklist. Multiply that by 400 returns and document handling becomes one of the largest hidden labor costs in a tax practice.

AI classification removes that step. Each upload is read, classified by document type, matched to a tax year and an entity, renamed to your convention, and attached to the checklist item it satisfies — before a staff member ever opens it.

A document library organized the way preparers think

Documents live inside the engagement and the household, not in a folder tree someone has to remember. Search by client, year, document type, or status, and see at a glance which checklist items are satisfied and which are still open.

• Versioning when a client re-sends a corrected document
• Rejection with a reason when a scan is unreadable or incomplete
• Retention rules and per-document audit history
• Optional mirroring to Dropbox in your existing folder structure

Humans stay in charge of the exceptions

Low-confidence classifications are flagged for a quick human confirmation rather than filed silently. The AI does the volume; your team handles judgment. Every correction improves how future documents for that client are handled.