Source Document Processing Tax Document Management
Automatically Sort and Organize Scanned Source Documents with Tax Document Management
Here is How the Process Works:
Paper source documents from your clients are scanned into FIleCabinet CS document management software or Workpapers CS engagement management software.
Next, these scanned documents are sent from FileCabinet CS or Workpapers CS to our secure data centers for Source Document Processing. In this step, Optical Character Recognition (OCR) technology is used to capture data from stored documents, label each document, organize related documents into groups and produce a neatly labeled and organized set of client source documents.
After processing is complete, the labeled and organized client source documents are retrieved into FileCabinet CS and/or Workpapers CS. Each document is neatly labeled and related documents are grouped, for easy navigation.
Source Document Processing Workflow
The Source Document Processing Service offers firms a workflow strategy that can save significant time, money and staff resources, and substantially reduce 1040 tax preparation time and costs.
Free Source Document Processing for 5 Clients in February!
Scan unlimited Source Documents for up to 5 clients from February 8-13.
Source Document Processing Fact Sheet
For more details about Source Document Processing and a list of supported forms, check out our fact sheet.
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