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TaxWise Document Manager lets you:
- Organize and store client documents electronically by client and tax year.
- Reduce the expense and hassle of paper storage.
- Streamline your office workflow, saving time and effort.
Documents are easy to retrieve and view and backup is a snap. Simply schedule an
automatic backup to occur at the day and time you choose: daily, weekly, monthly or
every time the program is opened or closed. The files are compressed and stored in
the location you specify. No need to keep paper copies of documents that fill filing
cabinets and take up precious space in your office.
At tax time, W-2s, 1099s, 1098s as well as client’s handwritten notes can be viewed
on-screen side-by-side with the tax return. Print and save the tax return as a PDF file
directly from TaxWise to Document Manager.
TaxWise Document Manager is included with the Power Accounting Package. This product can be purchased separately for $305.
Click here to view the license agreement.
Here's what you also get with TaxWise accounting products:
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