Tax & Accounting Blog

Free Source Document Processing for 5 Clients in February

Blog, CS Professional Suite Document Management Solutions, CS Tax & Asset Management Solutions January 26, 2016

Sorting through an avalanche of client source documents is a busy season headache that most firms would rather avoid. If this sounds familiar, get your scanner ready for February 8 through February 13, 2016.

On those days—and those days only—let us help you streamline your client source document management with free document source processing for up to five clients with our Source Document Processing service. We know that a compressed tax season can be challenging, and are prepared to help so you can focus on the most important tasks for your firm and clients.

Source Document Processing makes it easy to integrate paper source documents into an automated tax workflow. It’s an excellent way to leverage FileCabinet CS, UltraTax CS and Workpapers CS, and take the busy work out of tax season. We can provide you with instructions specific to your products, so you can take advantage of the free processing.

Source Document Processing automatically organizes and labels source documents that you scan into Workpapers CS or FileCabinet CS. You can also use it to transmit data from those documents into UltraTax CS. If you plan to use the UltraTax CS data capture option, we suggest you read the Best Practices for Scanning article in our Help & How-To Center to get the most out of the product.

Let’s make these tax season tasks menial no more! You can learn more about Source Document Processing and email us at or call 800.968.0600 (press 1, then follow the prompts) for instructions and additional information.