5 Keys to Successfully Using Scan and Populate Software

5 key components of a successful scan-and-populate process

1040 scan and populate software drives meaningful savings to the bottom line, but careful consideration is required to maximize ROI. In this session about our popular scan and populate tax software, attendees will learn the 5 most important components of a successful and productive scan-and-populate process.

An integrated, mobile solution to request and receive client documents, organizer questions, and e-signatures
Comprehensive source document coverage to maximize automation and reduce data entry into tax software
An optional verification service and patented auto-verification technology that reduces human verification requirements
A bespoke tax workpaper system to minimize review time
Seamless tax return delivery and invoicing to improve client service

See what scan and populate tax software could do for your tax firm!

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1040SCAN

TaxCaddy

SPbinder

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Interactive Demonstration

5 key components of a successful scan-and-populate process

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