White Papers

* 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.

* 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.

Case Studies

* Taking Paperless One Step at a Time to Achieve Maximum Process Efficiency, J.R. Helms & Associates
Learn how John "Rusty" Helms made the transition from a paper-based to a paperless tax workflow and saved 40 hours during tax season.

* Automating Workflow for Firm-wide Productivity, Sandersen Knox & Company, LLP
Learn how Alan Sandersen implemented a paperless tax workflow to elevate efficiency to an all-time high, saving hours in processing time and allowing the firm to increase work volume without adding new staff.

* Increasing the Effectiveness of a Paperless Tax Workflow, Patrick Accounting and Tax Services
Learn how Patrick Accounting saved up to 45 minutes per return by using scanned tax documents to prepare returns.

* 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.

* 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.

* 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.

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