Sorting documents
The AI determines what an uploaded document looks like and distinguishes 37 document types in 8 groups. For document slots with reading, the AI also checks whether the document fits the slot, and the case's file list marks what does not.
How it works
Documents arrive through a workflow's document slots, through your clients' portal or from your firm.
The AI determines the document type from the document itself, not from the slot it was put in.
The document type becomes the category, in the colour of its group, in your firm's view as well as your clients'.
Your firm can change any category, and no machine overwrites it after that. Your clients can correct the category of their own documents, but never against a decision of your firm.
Examples
Instead of the salary certificate, your client uploads a payslip to the document slot. If the AI recognises the payslip, the case's file list shows next to the detected type which document the slot expected.
2025_Muster_Lohnausweis_Muster-GmbH_1.pdf
Salary certificate(s)
Looks like: Payslip — expected: Salary certificate(s)
From there, your firm moves the document to another document slot.
Your clients upload documents to the portal. crosstax sorts them in the background after the upload.
While the sorting is pending, the document carries a dashed placeholder; then its type in the colour of its group.
A bank sends a “Steuerbescheinigung” and an “Erträgnisaufstellung”. For this pair, crosstax instructs the AI that the title on the document decides. The rule was agreed with a pilot firm.
Muster Bank AG
Steuerbescheinigung
Withholding tax statement
Muster Bank AG
Erträgnisaufstellung
Custody/securities statement
crosstax likewise instructs the AI how to distinguish “Bank statement” from “Custody/securities statement” and “Pension certificate” from “Daily allowance/wage replacement”.
A category set by your firm is overwritten neither by the AI nor by a correction from your clients. A later read does not change it either.
If the AI is not available or does not answer, the category the document slot provides applies. If there is none, the document appears as “Uncategorized” in your firm's list.
crosstax sorts documents without reading in the background after the upload; for document slots with reading, in the same reading pass.
The AI looks at PDFs and photos. For Word and Excel files, the category of the document slot applies.
The AI processing runs in data centres in Europe.
37 document types in 8 groups: Income, Assets, Deductions & insurance, Real estate, Business, Personal & official, Estate, and Other.
In the document overview per client, your firm filters documents across all cases and years by category, year and workflow and downloads the selection as a ZIP.
Yes, for documents they uploaded themselves, as long as your firm has not set the category.
Create a firm account, or take a look at the example firm first.
