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.
Get Special Pricing on Fujitsu Scanners
Did you know that as a Thomson Reuters CS Professional Suite customer, you qualify for special pricing from Fujitsu on select scanners?
Source Document Processing Fact Sheet
For more details about Source Document Processing and a list of supported forms, check out our fact sheet.
Source Document Processing - Product Review
You May Also Be Interested In
Combines advanced technology, seamless integration, and powerful features to streamline your entire tax practice workflow—from initial client data collection to tax return e-filing.
A comprehensive, easy-to-use electronic document management solution that allows you to securely store all of your documents digitally, so your staff can access, view, and share them in an instant.
Manage your tax and audit engagements with real-time collaboration, source document processing, and data entry, as well as integration with PPC guidance and MS Office products.