TaxDome AI: Solución de problemas

If you start receiving untagged and improperly named docs during uploads, it’s connected with the TaxDome AI feature. Use this guide to troubleshoot common issues.

La IA de TaxDome no sugiere nombres para los documentos cargado

Si los documentos no se renombran automáticamente, comprueba lo siguiente:

1. “Rename documents” toggle is on. Go to Settings > Firm settings to ensure the Rename documents toggle is enabled in the TaxDome AI section.

   

2. The file is uploaded by the client, either from their web portal or mobile app. At this stage, TaxDome AI naming doesn’t support files uploaded by team members, third parties, or via file requests.

3. The uploaded file is a U.S. tax form, passport, or driver’s license. At this stage, TaxDome AI naming is limited to recognizing and renaming files such as U.S. tax forms, passports, and driver’s licenses. If the uploaded document does not fall into these categories, TaxDome AI will not rename and tag it. We will support more file types in future releases. Let us know which file types you would like supported.

If all of the above are checked but don’t help, contact our support so we can troubleshoot.

TaxDome La IA no establece etiquetas para los documentos cargado de los clientes

Si no se está aplicando el etiquetado TaxDome AI y los documentos se están enviando al portal cargado sin etiquetas, podría tratarse de uno de estos tres problemas:

1. “Assign tags” toggle is off. Go to Settings > Firm settings to enable the Assign tags toggle in the TaxDome AI section.

   

2. The uploaded file type is not supported.  At this stage, TaxDome AI tagging is limited to recognizing and assigning tags to files such as U.S. tax forms, passports, and driver’s licenses. If the uploaded document does not fall into these categories, TaxDome AI will not tag the documents. We will support more file types in future releases. Let us know which file types you would like supported.

3. TaxDome AI tags are deactivated. All supported tags were automatically added to your workspace. However, you may accidentally delete them. When TaxDome AI tags are deleted, they are marked as deactivated. Go to the TaxDome AI section, check Deactivated tags, and click on the tag to restore it.

4. The document was uploaded via a file request. TaxDome AI tagging does not apply to files uploaded through file requests.

   

If all of the above are checked but don’t help, contact our support so we can troubleshoot.

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