The next generation in office efficiency!
You'll save time, paper and money when you organize and store client documents and office files electronically with PaperlessPLUS.
- Use less paper and toner, save time and reduce bulky storage when you scan and store workpapers, handwritten notes and other paper documents digitally.
- Save and store e-mails, spreadsheets, word processing and other documents as PDF files in the client’s electronic folder using the included PDF print driver.
- Quickly find client folders and documents using the powerful search feature – without leaving your desk.
- Safely e-mail documents to clients. PaperlessPLUS automatically password-protects e-mailed documents.
- Safeguard client data with security features that allow file and folder locking and enable you to restrict user access to any function.
- Schedule automatic backups for peace of mind.
- Work fast using the streamlined interface that lets you open any document with two clicks or less!
- Automatically create your electronic filing system when you send clients’ tax returns to PaperlessPLUS from TaxWise tax software. Create folders for multiple clients with one click!
- Save time and paper by signing documents electronically. PaperlessPLUS works with certain e-signature pads, allowing you and your clients to electronically sign any stored PDF document*. Signature pads are purchased separately from our approved vendor. Click here for purchase details.
PaperlessPLUS™ with Premier features
Take your paperless office to the next level by adding Premier features including 2D barcode scanning:
- Identify and sort a client’s tax documents into one organized PDF file for easy viewing. Scan all of a client’s workpapers at one time and the Premier Scan feature identifies the documents, arranges like documents together, and creates one PDF file with bookmarks to make each document easy to find. This is a huge timesaver if you use two monitors when preparing returns – one to display workpapers and another to display the tax return.
- Reduce data entry.
Premier Scan reads 2D barcodes on W-2 and K-1 forms, as well as data on most W-2s and 1099s without barcodes. After reviewing the data, export it to the client’s TaxWise tax return. Scanning, review and export can be handled by front office staff, saving time for busy tax professionals.
- Set up new clients quickly. The program automatically creates folders for new clients when you scan recognized W-2s and 1099s.
Pricing for PaperlessPLUS with Premier features:
Single-user license $699
Each additional user $99
Multi-user discounts available. Please call.
Webinar required with initial purchase of Premier features…..$110
Premier features require a TWAIN-compliant or WIA-compliant scanner. Visit your scanner manufacturer’s website to establish which models meet this specification. Click here for scanner feature recommendations. TaxWise tax software is required in order to export data to a tax return. Features, pricing and availability are subject to change without notice. Click here to view the PaperlessPLUS license agreement and refund policy.
Free customer and technical support also included.
*Electronic signatures should not be used on paper-filed returns or other documents that require original signatures.