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Case Study: Going Paperless: Using Scanned Tax Documents to Streamline Tax Processes,
The Reynolds Group
Learn how the Reynolds Group was able to take on more clients, send fewer returns to extensions, and still save money this tax season by using scanned and organized client tax documents.
Case Study: Using Tax Document Automation in the Last Six Weeks of Tax Season 2007, James J. Matousek, CPA, LTD.
Learn how Matousek Consulting used tax document automation to overcome peak workloads during tax season when most of their clients’ documents arrived with less than six weeks left to go.
10 Questions to Ask When Considering Tax Document Automation
Solutions that automate the organization and indexing of client tax data can provide immediate improvements to productivity and profitability this tax season. The following guide provides 10 simple questions that can be used to help evaluate these solutions and the potential benefits they can provide for your firm.
Case Study: Going Paperless for the 2006 Tax Season at Systematic Accounting
Copanion explores one accounting firm’s implementation of a paperless tax system and shows how scanning documents can significantly reduce tax preparation time.
Unlocking the Power of Scanning Tax Documents
Learn how scanning tax documents before preparation can save time, increase productivity, and improve the accuracy of your clients' returns. You'll also learn how to choose a scanner and about solutions that make scanning tax documents as easy as photocopying.
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News and Events
06/16/08 - GruntWorx wins 2008 CPA Technology Advisor Tax & Accounting Technology Innovation Award
06/10/08 - Copanion Recognized as One of the Area's "Best Places to Work" by the Boston Business Journal
04/02/08 - Copanion Selected by AlwaysOn as a Northeast 100 Top Private Company Award Winner
