The goal of our paperless office solution is to increase your efficiency and decrease your costs and reduce your liability.
Paperless Office Solutions
The name of the game is efficiency! Printing, getting signatures, creating files and filing all take time…. Not to mention space and money. Never is the saying, “time is money” more true than during Tax Season.
The goal of our paperless office solution is to increase your efficiency, decrease your costs and reduce your liability.
A truly paperless office requires 3 elements. The ability to electronically capture signatures, store documents and deliver documents to clients. In other words – SCAN – SIGN – SEND.
Each of our software solutions come equipped with it’s own flavor of our paperless solution!
As you can see from the image, we wanted to give you options as to what is the most efficient/easiest method of scanning.
You can use the Motorola DS6707 and take pictures or scan the files directly from your scanner or if somebody was to send you an email with an attachment, just download it and select a file.
Almost exactly the same functionality as the desktop paperless office with a little different look and feel.
Scan – Being that this is a 100% web based platform, all the documents are stored on our servers. So in the event your office experiences theft, flood or fire, all your documents are securely and safely tucked away in with nothing to fear. This platform does not work with the Motorola DS-6707 but… if you are working from a tablet or smartphone you can actually take a picture and upload from your picture library or browse and just drop them.
Sign – If you like using a signature pad, more power to you! If you don’t want to buy them we have developed the ability for you clients to sign with their finger on touchscreen enabled devices or with the mouse of your computer…. No additional equipment required. Click the “sign” button, client signs and save. Easy peasy!
Send – Email your clients their return securely and quickly with 2 clicks.
Schedule A Demo
Want to learn more about how our tax office solutions and software can help you grow profits and drive success? Book a demo with one of our team members today for a quick call to get to know your business and learn where we can help you the most.
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