A centralized hub for validating AI-extracted documents before filing. Filter by confidence score, form type, client, or status — and know exactly which documents need your attention.
When AI extracts data from 200+ documents across 50 clients, how do you know which ones need your attention? Currently, CPAs open each client individually, scan through their documents, and manually check extraction quality. Low-confidence extractions hide behind high-confidence ones. Errors sit unreviewed for weeks because nobody knew they were there.
The Review Hub pulls every AI-extracted document across all clients into one prioritized queue. Filter by status, sort by confidence score, and work through documents systematically. When you're done, the client's filing readiness score updates automatically.
Dashboard badges show counts for each status — see your review backlog instantly.
'In Review' shows documents needing attention. 'Complete' shows verified documents. Switch instantly to see your progress.
Documents grouped by client/return with aggregate confidence scores. Expand to see individual documents within each group.
Search by client name, filter by status, form type (W-2, 1099-INT, etc.), sort by upload date or confidence score.
Verified documents automatically improve the client's filing readiness score. Spot clients who are ready to file.
As clients upload documents, AI extracts data and assigns confidence scores. Documents enter the review queue automatically.
Filter by status, form type, or client. Sort by confidence score to focus on documents that need the most attention.
Open the split-screen viewer to compare extracted data with the original PDF. Mark as Verified or flag for follow-up.
Verified documents automatically improve the client's filing readiness score. See at a glance which clients are ready to file.
No other practice management tool offers a centralized document review hub. TaxDome, Canopy, and Karbon require CPAs to review documents one client at a time with no confidence scoring or cross-client queue. TaxScout's Review Hub is the only cross-client extraction validation workflow in the market.
Every AI-extracted document gets a confidence score. The Review Hub surfaces documents with low confidence, extraction errors, or 'Review Needed' status at the top of the queue. You work through them systematically instead of hunting through individual client files.
Book a 15-minute walkthrough and see how it fits your firm.