1040 scan-and-populate solutions drive meaningful savings to the bottom line, but careful consideration is required to maximize ROI. In this session, attendees will learn about 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
- Newly patented technology that reduces human verification requirements and an optional verification service
- A bespoke tax workpaper system to minimize review time
- Seamless tax return delivery and invoicing to improve client service