These include auto-categorization capabilities within TaxCaddy, a client portal, from its SurePrep operations. The enhancement is designed to upload multiple documents which can auto categorized and prepped for review by tax professionals.
In addition, Thomson is testing Checkpoint Edge AI Assistant which will use generative AI to find answers to research queries more quickly. The assistant is in beta and will be general available next year.
Thomson is also testing launching smart analysis’ capabilities in its Cloud Audit Suite. The enhancement will streamline data ingestion and apply AI to identify potential anomalies, automate testing, and automate confirmations.