Optimize Scanning Procedures

Woman scanning a documentFirst front-end scanning, then OCR.

By Roman H. Kepczyk
Quantum of Paperless

For the next few years it is anticipated that accounting firm clients will deliver the majority of their organizers and supporting tax documents to the firm in a physical format.

MORE: Why a Digital Tax Workflow System is Vital | SURVEY: 72% of Firms Annotate PDFs | SURVEY: 67% Turn Client Documents into PDFs | How 53% of Firms Use Intranets to Work Smarter | Check Your Bandwidth | Microsoft Office 201x vs. Office 365 | How the Cloud Plays into Scheduled Server Replacement | Monitor Real Estate: More IS Better
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

To utilize this information in a paperless environment, it must be effectively scanned and managed at the lowest possible cost. Early paperless adopters scanned the tax return and the supporting documents at the back end of the process when a return was complete.