Overview
Most tax professionals agree that scanning tax documents is more productive than the alternative—hours in front of the copy machine, burning through reams of paper. But the real question is not to scan or not to scan—it's when to scan. There are two basic camps of firms that have already incorporated scanning into their workflows: firms that scan on the front-end and firms that scan on the back-end.
When you scan sets the stage for the level of efficiency gains your firm can realize as a result. Firms that scan tax documents on the front-end position themselves for a completely automated and highly efficient paperless tax preparation process, whereas firms that scan on the back-end lay the foundation for electronic archival.
Take a look at our scanning resources to find out what’s best for your firm.
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Best Practices for Scanning Tax Documents
This document details the best practices for scanning tax documents. You'll learn which scanner settings provide optimal results, what detracts from quality images, and how to avoid scanning imperfections that can hinder productivity.
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Avoid the Ripple Effect: Proper Setup for Implementing a Paperless Tax Workflow
Learn valuable tips on how to set up your processes to avoid the dreaded ripple effect and ensure a smooth transition to a paperless tax workflow.
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Five Crucial Best Practices on Your Journey Down the Paperless Trail
Learn how firms are implementing technology and procedural improvements to streamline the tax workflow and significantly reduce the use of paper.
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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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Automating the Tax Process for Maximum Efficiency – Taking a Phased Approach
Automating the tax process doesn’t happen overnight. Learn how transitioning workflow in small chunks enables staff to move through the learning curve at a comfortable pace and minimizes potential interruptions in daily processes. This whitepaper examines the tax workflows of three successful CPA firms – and the various workflow elements that bolster efficiency in each.
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Recommended Scanners
Choosing an appropriate scanner for your office can be challenging. After all, you'll need a solution that meets both quality and productivity standards. With many different choices on the market, how will you decide which is right for your office?
To help guide you in your selection, we've compiled a list of our top picks in scanner solutions. Ranging from 30 to 50+ pages per minute, use the specs below to help determine which scanner best meets your needs.
To make your decision even easier, we've arranged for a Gruntworx discount on any of the scanners listed on this page. Visit 1st In Scanners, a Fujitsu Premier Partner, for more information.
| Model # | Resolution | Min/Max Document Size |
Transport Speed |
Daily Duty Cycle | |
|---|---|---|---|---|---|
| Fujitsu fi-6130 | 50-600 dpi |
Min: 2" x 3" Max: 8.5" x 14" |
Mono 40 ppm Color 30 ppm |
Up to 2000 pages |
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| Fujitsu fi-6140 | 50-600 dpi |
Min: 2" x 3" Max: 8.5" x 14" |
Mono 60 ppm Color 40 ppm |
Up to 3000 pages |
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WHAT'S NEXT
Tax Document Automation automates populating client data into tax preparation software.