Electronically Scan & Store Taxpayer Documents and Information

Improve Efficiency and Accuracy

Improve efficiency and accuracy while saving time with integrated support for Scan & Store technology. With support for Scan & Store built into your professional tax software solution, you can now electronically capture taxpayer documents and information.

Save Time and Increase Business

With Scan & Store, you no longer have to take the time to photocopy multiple taxpayer documents. Instead, you can capture all taxpayer source documents with a single click

Reduce Costs and Move Towards a Paperless Office

With the documentation requirements for both the IRS and banks, the amount of paper used by tax offices over the course of the tax season is significant – as is the cost. With Scan & Store, you are able to drastically reduce the amount of paper used for every tax return. With the money saved, the digital scanner will quickly pay for itself – and more!

Easy To Use

Scan & Store is a simple process that your tax office will be up-to-speed on and using in minutes – with minimal training.

With Scan & Store, you can:

  • Scan and store taxpayer source documents
  • Capture valid forms of taxpayer identification
  • Take a photo of the taxpayer for quick and easy identification

Scan and Store Feature Sheet

Contact Us To Learn More!