The work to improve the automated classification of documents on import is nearly completed and is expected to ship in the new year ahead of tax season. This will include some additional improvements to the embedded Optical Character Recognition (OCR).
The work to improve data extraction has, unfortunately, been delayed. Based on the work left to do, it is unlikely this improvement will be shipped in time for this upcoming tax season as planned. I expect we will be able to complete this work sometime for a late spring or early summer release 2026.
As for what we can do in the interim, I will check with our communications team to see if we can create some resources for clients to help them produce better quality scans/photos with their mobile phones, which is the method I understand more and more clients are using to share their income tax information with their accountants.
If you are interested in helping with our improvement project and are willing to provide source documents we can use to improve DoxCycle data extraction, please email info@taxcycle.com to express your interest and/or request additional details. The more documents we have to build our model(s) on, the more accurate the results will be.