Optimize Your Scanning Procedures

Woman in business attire with papers flying around behind her backBONUS: Specific tool suggestions.

By Roman H. Kepczyk

For the next few years it is anticipated that accounting firm clients will continue to deliver a significant amount of their organizers and supporting tax documents to the firm in a physical format. To utilize this information in a paperless environment, it must be effectively scanned and managed at the lowest possible cost.

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Early paperless adopters scanned the tax return and the supporting documents at the back end of the process when a return was complete. This is still usually the first step when firms transition from a completely manual environment.