Case Study: The Evolution of a Paperless Tax Workflow -
Importing Data from Scanned Tax Documents

Evolve your paperless tax workflow to automatically import data from scanned tax documents into your tax preparation software. In this case study you'll learn how Marcum LLP:

  • Saved close to 4 hours per 1040
  • Profited $170 per return, net of software fees
  • Increased efficiency with minimal impact on workflow

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