Scan and Store

Scan and Store enables you to archive documents into each tax return for easy future access.  No need to upload from folders on your desktop (although you can also do that as well!). Save money on filing cabinets, office space for storage, and keep your Client docs organized with a click! Each return has it’s own integrated Document Archive!

Moving Paperless

Going paperless is easier than you think!  The Scan and Store feature practically does it for you.  While the concept may sound trendy moving paperless really does streamline your efficiency.  In the event of an IRS Tax Audit, all Client documents are stored and located right in the return.  Imagine the time and energy saved by being able to sit the auditor down at your desk and all Client documents are neat, organized and at their fingertips.

Experience Real Savings

  • SAVE on copy paper – buy less!
  • SAVE on toner, repairs and maintenance on the printer, you’ll use it less
  • SAVE on file cabinets and the actual office space needed to house them
  • SAVE your computer’s memory/storage needs – no need to store docs on your desk top
  • SAVE TIME!  Which equates to making more money, do more returns faster
  • The list goes on and on…

Enjoy going paperless today!

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