|
TaxWise Document Manager
Reduce printing, copying and file storage expense while streamlining your workflow
with TaxWise Document Manager.™
- Organize and store scanned client documents electronically.
- Print and store PDF versions of your clients’ tax returns directly to the clients’
digital folders with one click. If the client doesn’t yet have a folder, the program
creates one.
- Quickly and easily annotate clients’ folders or files with important notes or
questions.
- Create PDF files from e-mails, spreadsheets, and other files to send directly to
Document Manager.
- Safeguard client data with multiple levels of security and scheduled backups.
Never lose client data again!
- Track the entire life of your documents with an extensive audit trail system.
TaxWise Document Manager is included with the Power Accounting and Complete Tax & Accounting Packages.
(Requires Flash)
For a live web demonstration with a Product Specialist, please register here.
Click here to view the license agreement.
Do you want the ability to export data from the scanned W-2s and 1099s directly into the tax return, plus all of the benefits of Document Manager? Learn more about our exciting TaxWise Scan&Fill program by clicking here.
Here's what you also get with TaxWise accounting products:
|