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TaxWise Scan&Fill™ with Document Manager
Make the transition to a paperless filing system using TaxWise Scan&Fill™ with
Document Manager. This innovative program automatically creates a folder
with the client’s name and SSN when you scan the client’s W-2 or 1099. No more
labeling, sorting and filing paper folders! And when you scan additional recognized
documents for existing clients, the AutoFile feature identifies the client and selects
the corresponding folder for storage.
The powerful new forms recognition tool easily reads the data on most W-2s and
1099s. And you can reduce data entry by exporting the data directly to your clients’
tax returns.
Scan&Fill also includes all the benefits of TaxWise Document Manager, including:
- 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.
For a live web demonstration with a Product Specialist, please register here.
The price for Scan&Fill, including Document Manager, is only $725 (single user)
or $1035 (up to five users). For more than five, please call. Training required with initial purchase: $89
If you have already purchased
Document Manager, you can upgrade to Scan&Fill for only $300
(single user) or $610 (up to five users). For more than five, please call.
Scan&Fill requires a TWAIN-compliant scanner. TaxWise tax preparation software is required for use of the tax return fill functionality. Visit your scanner manufacturer's web site to establish which models meet these qualifications. For best results, a sheet-fed scanner is recommended. For a list of scanners tested by CCH Small Firm Services, please click here. Features, pricing and availability are subject to change without
notice. Click here to view the Scan&Fill license agreement and refund policy.
Here's what you also get with TaxWise products:
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