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Document classification preview

Preview how AI would classify a document into the client's document structure before it is filed.

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The problem it solves

Sorting documents into the right category by hand is tedious, and filing mistakes make documents hard to find later.

How it works

  1. Choose a client document.
  2. Preview the proposed category in the client document structure.
  3. Accept or change the category.

What your practice gets

  • Documents land in sensible categories.
  • You see the proposal before anything is filed.
  • A consistent structure across clients.

Questions accountants ask

Is the document moved automatically?

The preview shows the proposed category first, so you can check it.

Can I correct the category?

Yes.

Is this AI-assisted?

Yes. AI proposes the category; staff remain in control.

Features that work alongside document classification preview.

Client documents

Upload client documents one at a time or in batches, organise them, rename and move them, control visibility and re-run AI classification, with sync to your cloud storage.

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Client tax timeline

Publish a per-client tax timeline that the client can see in their portal, so they know where their return is up to.

Invite clients to the portal

Send a client portal invitation by email (with a preview) or by SMS.

Client payment status badges

See each client's payment and overdue status as a badge on the client list.

Client list and search

Find any client in the practice by name, reference or TFN from one searchable, filterable and sortable list.

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Client workspace

One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.

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See it working in your practice.

Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.

14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.

Start 14-day free trial Browse all features