Document Management
FYI Integration - Tax Sorted
Introduction With this newly added feature, we have developed the functionality to Upload Documents directly from FYI Docs into Tax Sorted and Save the Workpaper File into FYI Docs once generated. Configuration Step 1:- After logging in to the Tax ...
Streamline Workpapers: AI-Powered Data Extraction and Integration from Uploaded Documents
Introduction With tax Sorted, now create automated workpapers using supporting documents. With just a few clicks, you can upload and process documents, extract data, and generate accurate workpapers with the help of Workpaper Templates and ...
Upload , Attach & Delete Documents
Introduction This guide provides a step-by-step guide on how to upload, attach, and delete documents within Tax Sorted, ensuring streamlined document management. How to Upload Document Step 1: Log in to Tax Sorted and head to Job Dashboard. Step 2: ...