AI · Intake
Document Intake & AI Sort
Clients upload once. Files land in the right place.
Tax season document chaos is a solved problem. Instead of clients emailing files to whoever is available, we set up a client-facing upload portal. Every file is scanned by OpenAI Vision — it reads the document, identifies the type (W-2, 1099, bank statement, K-1, etc.), and routes it to the correct job folder in your practice management system. Staff spend zero time sorting.
The problem
Why this
costs more than it looks like.
Clients emailing documents to staff's personal inboxes
Staff manually sorting and renaming files into job folders
Wrong documents filed to wrong clients during tax season
No visibility into which clients have submitted all required documents
How it works
From kickoff to
live in 14–21 business days.
Build the upload portal
Clients get a simple, branded upload page — no login required. Files are accepted via drag-and-drop or mobile camera.
AI classifies each file
OpenAI Vision reads every uploaded document and identifies its type: W-2, 1099, bank statement, K-1, signed return, and more.
Route to the right job
Classified files are pushed directly to the correct job folder in Karbon, TaxDome, or SharePoint — named and organized by our convention.
Track completeness
A per-client checklist shows which required documents have been received. Staff see gaps at a glance without chasing clients manually.
What you get
Exactly what
gets delivered.
Client-facing upload portal (branded, simple)
AI classification: document type identified in <5 seconds
Auto-routing to correct job in Karbon / TaxDome / SharePoint
Missing document tracker — know who still needs to submit
Built with
Pricing
Transparent.
No surprises.
Setup is a one-time engagement. Monthly covers hosting, monitoring, and minor updates. We scope every project before any work begins — if the scope changes, we tell you before we build.
- Full working system, documented and tested
- Client runbook (PDF + web)
- 30 days post-launch support included
- Optional ongoing maintenance
$1,800–$2,800
one-time setup
$250–$500/mo
monthly maintenance
14–21 business days
time to live
No commitment. 20 minutes. We tell you if it's the right fit.