Confirm before filing.
Open a file from Needs review or Ready. Check the client, original and suggested names, document type and target folder. Correct the details before approving it.
Document Manager · TAAX Pro
Every file.
Every file.
Right where you need it.
Bring incoming files into a clear review-and-filing workflow. TAAX Ai suggests names and document details; your office’s rules guide how files are organized by client, year and category. Review suggestions before filing when review is required.
Connected to Client Portal and TAAX Pro ESign.TAAX / Document Manager
Search client files...
Jason Parker
Clients / Jason Parker / 2026
2026
2025
2024
Documents · 3 files
Product preview · Sample client information
W-2_2026.pdf
PDF · Uploaded by client · Received1099-NEC.pdf
PDF · Ready for your reviewEngagement_letter.pdf
PDF · Signature completedTry the document workflow
From a vague filename to a client-ready folder.
Read an example upload with TAAX Ai, check the suggested details and file it. Try the duplicate option to see why a file may need another look.
- 01 Intake
- 02 AI review
- 03 Check & file
- 04 Client folder
Illustrative document preview
Uses the example shown here; no upload is needed.Form W-2
Wage and Tax Statement · 2026
- Employee
- Jason Parker
- Employer
- Northstar Services
- Document type
- Wage statement
A clearer starting point
Start with the incoming file.
Select “Read with TAAX Ai” to see a suggested client, document type and filename. You can change the details before filing.
Your office sets the filing rules.
This example uses a review-before-filing workflow. Owners manage naming, folders and duplicate rules in Document Manager.
Interactive example · No files are uploaded, stored or sent.
A place for everything
Less searching.
Less searching.
More getting it done.
Bring files into a clear folder structure. Move, copy, rename, reduce, or merge documents without breaking your workflow.
Your office. Organized.
Jason Parker / 2026
Automatically organized by tax year01 Income documents
W-2s, 1099s, and supporting files02 Completed returns
The final documents your client needs03 Signed agreements
Keep signature records close at handMove & copy
Rename
Reduce & merge
Organized by year
Keep each client’s documents in the right tax year.
Find files faster
Search and filter documents, signatures, and attachments.
Share with confidence
Choose the client and selected files when sharing to the client inbox.
Know the next step
Follow document activity and signature progress.
TAAX Ai
Let TAAX Ai
handle the filing.
Turn a batch of uploads into an organized client folder. TAAX Ai sorts documents by client, tax year, and type.
- Matched to the right client
- Filed under the right tax year
- Grouped by document type
Ask your office copilot
Illustrative example · Sample client files
“Organize Sarah’s 2026 documents.”
12 uploaded files12 documents organized
Jason Parker / 2026Income
6 files · W-2s, 1099sExpenses
4 files · ReceiptsSigned documents
2 files · Agreements
Take a quick look
See the workflow in action.
A short introduction to organizing, sharing, and tracking documents with TAAX.
Connected at every step
The right files.
The right files.
The right people.
Clients, your team, and signatures — connected in the same document workflow.
Share without the back-and-forth.
Let clients upload and receive files through Client Portal. Give your team access to the documents they need for the work.
2026 Tax Documents
Jason Parker · Client folderJason Parker
Client · Upload and review filesTax office team
Office document workspace · Business-scoped accessKeep signatures moving.
Send documents directly to TAAX Pro ESign and see when they’ve been viewed or completed.
Engagement_letter.pdf
Sent to Jason Parker01 Sent for signature
Your client is notified to review the document.02 Signature completed
Track progress from the document’s record.Know where the controls work
Review the file. Check the destination.
Document Manager brings review, naming and filing together. These controls have different jobs; client assignment, document sharing and duplicate handling are separate actions.
Work with filed documents.
Open the client’s folder to find documents, create folders and move selected files. Select the files you want to share with that client’s inbox.
Choose a consistent process.
The business owner sets naming formats, filing behavior, category folders and duplicate handling. Review-before-filing and eligible automatic filing follow those office rules.
| Control | Where to find it | Availability |
|---|---|---|
| AI document review | Document Manager inbox and review screen | Requires Document Manager access and available AI credits |
| Naming & duplicate rules | Naming & filing rules | Business owner only |
| Move, organize & share | A client’s document folder | Requires access to Document Manager; sharing sends selected files to the client inbox |
| E-signature workflow | TAAX ESign | Separate feature access; not included with every dashboard plan |
Client assignment and file access are different.
Employee client lists follow their linked records. Document Manager is an office document workspace scoped to the business. A client assignment should not be treated as a per-file permission setting.
What happens when a document looks like a duplicate?
Filing checks for a matching filename for the same client in the business. The owner’s rule can pause the file for comparison, keep both with a distinct name or replace the existing document. The matching rule is based on names, not a guarantee that two files have identical contents.
Does “keep both” provide version history or restore?
Keep both saves separate, distinctly named documents. It is not a version-restore timeline. Replacing a duplicate removes the earlier filed copy, so choose the duplicate rule that suits your office’s retention process.
Where can I see activity, and is it a complete audit trail?
The client record has recent activity, and Document Manager shows file status, original and suggested names during review, and updated information. This workflow does not provide a complete immutable audit log or a browsable version-restore history.
Can I control automatic filing?
Yes. The business owner chooses the filing behavior in Naming & filing rules. With review required, your office checks the suggestions before filing. Automatic filing applies only to eligible files under the office’s rules; missing client details, warnings or duplicate rules can keep a file in review.
Good questions
A little more clarity.
The essentials for a more organized document workflow.
Client documents are organized by year. Create custom folder structures and move, copy, or rename files as
your office needs.
Yes. Document Manager connects with Client Portal so clients can upload and receive documents in one place.
Use the TAAX Pro ESign integration to send documents for signature and track viewed or completed status.
Use search and filters to locate documents, signatures, and attachments without browsing every folder.
Document Manager shows file status and original and suggested names during review. Keep both creates separately named files; it is not a browsable version-restore history. Review the owner’s duplicate rules before replacing an existing file.
Less paperwork. A more connected office.
Get your files — and your time — back in order.
Bring organization, sharing, and signatures into one connected workflow with TAAX Pro.