TaxDome IA: Visión general

TaxDome La IA ayuda a tu empresa a ahorrar tiempo renombrando y etiquetando automáticamente los documentos de tus clientes cargar. De este modo, recibirás todos sus documentos ya debidamente nombrados y etiquetados y te pondrás a trabajar inmediatamente sin esfuerzo adicional. En este artículo, aprenderás cómo funciona esta función y cómo puedes utilizarla.

TaxDome La IA, explicada

Currently, TaxDome AI works with US tax forms, passports and driver’s licenses. When your clients upload documents to the portal, you may need to spend extra time giving these documents meaningful names and categorizing them for easy retrieval later. This can become challenging when many clients upload dozens of documents each day. TaxDome AI solves this problem and helps you organize client-uploaded documents by:

• Renaming: If your client uploads a document with a random name (e.g., IMG_30459.pdf), TaxDome AI can automatically analyze it and rename it based on what the document is (e.g., 2024 1099-C New Tech LLC.pdf). This way, you receive documents that don’t need to be processed and renamed manually.

• Tagging: If your client uploads one of the supported document types, TaxDome AI can automatically assign relevant tags to these documents based on the document type. This way, you’ll be able to quickly find documents of particular types using filters.

Cómo funciona la IA de TaxDome :

1. Clients upload one or several documents via the client portal or the mobile app.
2. TaxDome AI analyzes the documents and renames them, using the template [YEAR_FORM_NAME]. If there is an error, clients can modify the suggested names or disable automatic renaming .

3. Upon analyzing the documents, TaxDome AI also tags them. Document tags are not visible to your client but visible to your team. You can enable and disable particular document tags. If tag assignments are inaccurate, you can edit them manually.

Activa TaxDome AI

By default, TaxDome AI is turned off. When enabled, it will work for all clients. This can be done only by a firm owner or admin :

Para activar la IA TaxDome :

1. Go to Settings > Firm settings from the sidebar menu. 

2. In the TaxDome AI section, toggle on **Rename documents **to enable automated renaming documents.

3. Toggle on Assign tags to enable automated assigning tags. This will create tags supported by the feature in the system. 

Nota

Changing the TaxDome AI settings will be reflected on the Activity feed page.

By default, TaxDome AI uses a set of tags associated with different document types. Those are the only tags that TaxDome AI will work with. If you want to stop using some of them, go to Templates > Tags and delete them as you would with common tags. You can start using them again by clicking their names in the Deactivated tags section on the Firm settings page.

TaxDome Seguridad de la IA

Damos prioridad a la seguridad de tus datos siguiendo las mejores prácticas del sector:

• Procesamiento mínimo de los datos: TaxDome La IA sólo extrae una pequeña parte del texto de los archivos de cargado para identificar etiquetas, años y nombres. La IA nunca procesa documentos enteros.

• Sin almacenamiento de datos: Tus datos no se almacenan en servidores de terceros.

• Sin entrenamiento de IA: Tus datos nunca se utilizan para entrenar modelos de IA.

  Utilizando TaxDome AI, puedes confiar en que tus documentos se tratan de forma segura y confidencial, al tiempo que te beneficias de una organización automatizada.

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