Overview
Tax document automation allows you to take a stack of client source documents and scan them as-is into a PDF file to be automatically organized for you. No organizing the documents pre-scan, no leafing through the pages to make sure they're all facing the same direction, and no pulling out documents that are irrelevant to the tax return. All you have to do is pull out any staples and/or paper clips before scanning and you're good to go.
There are two basic categories of tax document automation solutions: scan-and-organize and scan-and-populate. Scan-and-organize software automatically organizes, bookmarks, and labels the tax documents into a PDF file. Scan-and-populate software eliminates manual data entry by extracting the tax data from the scanned tax documents and automatically importing the data into your tax preparation software package.
Read our case studies and white papers to learn how firms like yours are using tax document automation technology to save time and increase efficiency.
-
Taking a "Less Paper" Tax Preparation Process to the Next Level
In this case study, you will learn how Maloney + Novotny LLC got out from behind the technology curve to save 40% of tax preparation time.
[ Get full Case Study ] -
The Evolution of a Paperless Tax Workflow - Importing Data from Scanned Tax Documents
Learn how a Top 20 firm saved close to 4 hours per 1040 by using GruntWorx Populate, a "scan and populate" tax document automation solution, to prepare returns.
[ Get full Case Study ] -
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.
[ Get full Case Study ] -
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.
[ Get full Case Study ] -
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.
[ Get full 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.
[ Get full 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.
[ Get full 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.
[ Get full Case Study ]
-
2013 Best Practices for Tax Document Management
Enhancing client service and profitability begins with these ten best practices for document management.
[ Get full White Paper ] -
March Madness: Enhancing Profits To Win the Final Four of Tax Season
This white paper outlines the steps you can take – even in the last four weeks of tax season – to make this the best and most profitable tax season ever.
[ Get full White Paper ] -
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.
[ Get full White Paper ] -
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.
[ Get full White Paper ] -
Is Your Firm Ready to go Paperless?
How "ready" are firms to go paperless for tax preparation? We asked nearly 200 randomly-selected firms of all sizes to answer questions on technology infrastructure, workflow, and company culture: three key elements that illustrate a firm's ability to shift to a paperless process.
[ Get full White Paper ] -
A Tale of Two Firms: Identifying the Rules for Rolling Out a Successful Paperless Tax Workflow
A successful transition to a paperless tax workflow takes planning, dedicated effort, and an educated firm. To show the importance of planning and preparation during rollout, we compared the implementation experiences of two real-life firms—uncovering five essential rules to ensure an optimal paperless tax workflow implementation.
[ Get full White Paper ] -
Automatic Retrieval Technology—Solving the Profession’s Biggest 1040 Tax Prep Challenge…Client Procrastination
For years, tax professionals have dealt with a recurring issue during busy season: getting client source documents in a timely manner. Learn how automatic retrieval solutions eradicate the issue of receiving source documents late in the busy tax season.
[ Get full White Paper ] -
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.
[ Get full White Paper ] -
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 during 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.
[ Get full White Paper ]
WHAT'S NEXT
Using Adobe® enables your tax team to add comments and tick marks to digital workpapers.