TaxDome AI: Overview

TaxDome AI saves time on both sides: it automatically renames and tags documents your clients upload, and matches documents to the correct sections of document checklist — so you receive properly organized files and can get to work right away. In this article, you will learn how this feature works and how you can use it.

TaxDome AI, explained

Currently, TaxDome AI works with US tax forms, passports, and driver’s licenses. When clients upload documents to the portal, TaxDome AI organizes them automatically—so you receive properly named, categorized files without any manual processing.

Match documents to checklist

When your client uploads documents to a document checklist , TaxDome AI automatically analyzes each document and matches it to the appropriate checklist section (for example, matching a W-2 form to the W-2 section). Clients don’t need to categorize documents manually, and you can track checklist progress in real time. Documents that couldn’t be identified can be assigned manually.

Rename documents

If your client uploads a document with a random name (e.g., IMG_30459.pdf), TaxDome AI automatically analyzes it and renames it based on the document type (e.g., 2024 1099-C New Tech LLC.pdf), using the [YEAR_FORM_NAME] template. You receive files that are ready to use without manual renaming. If there is an error, clients can modify the suggested names or disable automatic renaming .

Assign tags

TaxDome AI automatically assigns relevant tags to supported document types uploaded via the client portal or mobile app. This lets you quickly find documents using filters. Tags are visible to your team but not to clients. You can enable or disable specific tags, and edit any tag assignments manually if needed.

Enable 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 :

To enable TaxDome AI:

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

2. In the TaxDome AI section, toggle on the AI features you need: Match documents to checklist, Rename documents, or Assign tags

By default, Assign tags feature of 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.

TaxDome AI security

We prioritize the security of your data by following industry best practices:

• Minimal data processing: TaxDome AI extracts only a tiny portion of text from uploaded files to identify tags, years, and names. Entire documents are never processed by the AI.

• No data storage: Your data is not stored on any third-party servers.

• No AI training: Your data is never used to train AI models.

  Using TaxDome AI, you can trust that your documents are handled securely and confidentially while benefiting from automated organization.