Document Management
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: ...