Smart Document Matching uses Liscio's File Intelligence to help you confirm the right documents are uploaded to the organizer. Documents from the wrong tax year or that may not belong in the organizer are flagged for review.
How does Smart Document Matching work?
The organizer is built from the client’s prior-year 1040. From that return, it creates a checklist of the documents the client provided last year. Smart Document Matching then checks incoming uploads against that checklist and flags the ones that don’t fit. From there, you can quickly review, match, and organize files before exporting and moving forward with tax return preparation.
How It Works
Open the organizer where you want to match uploaded documents to requested questions.
From within the organizer, select Match Files to enter the file matching workspace.
Review Attached Files
On the left-hand side, you’ll see files related to the contact(s) assigned to the organizer that have been uploaded by the client or your firm.
On the right-hand side, you’ll see all the documents the client needs to provide.
Match Documents
Liscio's File Intelligence to help you confirm the right documents are uploaded to the organizer.
Documents from the wrong tax year or that may not belong in the organizer are flagged for review.
You can preview documents before matching them.
If a file isn’t relevant to the organizer, you can hide it from view and address it later in the client’s file section.
When you’re finished, click Back to Organizer to return to the main view.
Matched documents will now appear in the organizer for both you and your client to see.
After matching all files, export the organizer as a ZIP file.
The export includes all matched documents, the completed Liscio organizer, and the source organizer, so you can seamlessly move on to the next step in your tax return preparation process.