Tax Sorted | Document Management

Document Management
Streamline Workpapers: AI-Powered Data Extraction and Integration from Uploaded Documents
Introduction With Tax Sorted, you can 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 Here's all you need to know about Uploading, Attaching, Deleting, Renaming, Roll Forwarding and Previewing Documents. How to Upload Document Step 1: Log in to Tax Sorted and head to Job Dashboard. Step 2: Now click on the Document(s) > ...

Tax Sorted | Document Management | Knowledge Base