AI Document Detection
Recognize what a client uploaded, automatically
Automatically recognize what a client uploaded — pay stub, bank statement, IRS notice — and route it to the right place in the case.
This is on our roadmap, not available in TaxResOS today. We’re publishing what we’re planning so you know where the product is headed — not to imply it’s shipped.
Automatic classification
Identify document type on upload instead of relying on manual tagging.
Routed to the right panel
A bank statement lands with financials, a notice lands with case correspondence.
Less manual sorting
Cut down the time spent organizing what clients send in.
Ready to modernize your tax resolution practice?
Book a demo and see how TaxResOS replaces your patchwork of tools with one platform.