5 Key Components of a Successful Scan and Populate Process

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.

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

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