Extraction & review

After Assure Pro classifies a document, the next step is extraction — pulling structured field values out of it. For a W-2, that’s the employer name, EIN, federal wages, federal withholding, and state wages. For a 1099-DIV, dividend totals. For a 1098, mortgage interest paid.

You review the extracted values side-by-side with the original document. If anything’s wrong, you correct it. Once you confirm the job, the values flow into the engagement.

Full coverage of the Documents module is in Phase 5. This page is the intake-perspective: what extraction does, how it ties to the organizer, and where to review.

Where extraction lives

The AI Review queue

Open Documents → AI Review Queue from the sidebar. The top of the page shows three stat cards:

Below: the queue table grouped by client. Each row shows the document filename, document type, classification confidence, and a Review button.

[Screenshot: AI Review Queue]

Reviewing one extraction

Click any row to open the Review workspace:

┌──────────────┬───────────────────────────────────────────────┐
│              │                                               │
│  Client list │  Document preview (left half)                 │
│  sidebar     │  + extracted-field overlay                    │
│              │                                               │
│   Rivera J.  │  ┌─ Extracted fields (right half) ──────────┐ │
│    W-2.pdf   │  │ Field           │ Value     │ Conf │ OK  │ │
│    1099.pdf  │  │ Employer name   │ Acme Inc. │ 98%  │ [x] │ │
│   Patel S.   │  │ Employer EIN    │ 12-3456789│ 95%  │ [x] │ │
│    W-2.pdf   │  │ Federal wages   │ 87,250.00 │ 99%  │ [x] │ │
│              │  │ Federal w/h     │ 12,876.00 │ 87%  │ [ ] │ │
│              │  │ ... etc                                  │ │
│              │  └─────────────────────────────────────────┘ │
│              │                                              │
│              │      [Reject all]   [Confirm extraction]    │
└──────────────┴──────────────────────────────────────────────┘

Left sidebar — queue navigation

• Items grouped by client (collapsible).
• Click any item to load it into the right panel.
• After confirming one, the workspace advances to the next item.

Document preview

The PDF renders in the left half of the right panel. Detected fields are highlighted with editable boxes — rectangles showing where each value was pulled from.

Click any box to highlight the matching field in the table. Click any table field to highlight the box. You can move or resize a box if AI picked the wrong region.

Extracted-field table

You can:

• Edit a value inline. The row marks as Corrected.
• Confirm a field (check the box). The row marks as Confirmed.
• Confirm all at once via the footer action.

Footer actions

After confirming, the workspace advances to the next item in the queue.

Confirming many fields at once

In the workspace, you have two shortcuts for power users:

• Confirm all — confirms every field on the current job in one click.
• Reset confirmations — clears all confirmations on the current job so you can start over.

Both mirror what the per-row checkboxes do.

How corrections improve the model

If you change a value, Assure Pro records both the original AI answer and your correction. Over time, this builds a labeled dataset the AI can learn from for future extractions on your firm’s documents.

Corrections are firm-scoped. Your firm’s history doesn’t leak to other firms.

Fields per document type

Each document type has a defined field set. The default field set for W-2 is: employer name, employer address, employer EIN, employee SSN, federal wages, federal withholding, social security wages, social security withholding, medicare wages, and state info.

You can add or remove fields per document type at Settings → Document Types → (any type) → Fields. The classifier and extractor try to find every field you’ve defined.

For document types with no field set (like Bank Statement or Other), extraction doesn’t run — there’s nothing structured to pull.

Confidence thresholds

Three thresholds affect behavior:

You can change these at Settings → Documents → AI confidence thresholds (covered in Phase 7).

What extraction doesn’t do

• It doesn’t push field values into tax software (Drake, ProConnect, UltraTax). You export manually.
• It doesn’t validate values against IRS rules — that’s the tax prep step.
• It doesn’t reclassify the document. If the document type is wrong, reclassify first (see Document classification) and the extractor re-runs against the new type’s field set.

Tips

”The extractor missed a field that’s clearly on the document”

When AI isn’t confident, it returns nothing rather than guess. Click into the field, type the value, and mark it confirmed. Your correction is recorded.

”It pulled the wrong year’s W-2”

Year detection is part of classification, not extraction. Re-check the classified document. If AI picked the wrong year — for example, the document is a 2024 W-2 but values came from a 2023 side annotation — reclassify or click Reject all and reclassify.

”I want to skip extraction for some document types”

Open Settings → Document Types → (the type) → Fields and remove all the fields. Extraction will skip these documents from then on.

Permissions

Next

• Document classification — the step that precedes extraction.
• The document checklist — how extracted documents close out checklist items.
• Documents module — full coverage in Phase 5.