The next generation in office efficiency!
Save time and money by using PaperlessPLUS to electronically store all of your firm's documents.
- Rapidly store tax returns from TaxWise along with emails, letters, reports, PDFs, images, photos and any scanned document.
- Instantly send clients any stored documents by uploading securely with PortalSafe™, a powerful cloud-based file sharing solution (additional fees apply) or by sending password protected attachments through email.
- Electronically sign any stored PDF with an approved signature pad. Click here for purchase details.
- Remain organized throughout the year by managing clients with a customizable folder structure. Take organization a step further by creating custom labels to classify clients by type or stage.
- Safeguard client data with an encrypted database. Provide additional security by locking sensitive files and folders, scheduling automated backups, assigning user rights and privileges, or reviewing the audit trail.
Take your paperless office to the next level by upgrading to PaperlessPLUS Premier.
- Reduce data entry by exporting scanned W-2s and certain 1099s to the tax return. Bypass the traditional scanning process with the 2D barcode reader for W-2s and K-1s with barcodes.
- Quickly find information you need by adding bookmarks to any PDF or tax return. Use these bookmarked PDFs during the review process to highlight, add annotations, insert tick marks, or communicate to the staff.
Pricing for PaperlessPLUS Premier:
Single-user license $725
Each additional user $99
Webinar required with initial purchase of Premier…..$110
Scanners must be TWAIN-compliant or WIA-compliant. Visit your scanner manufacturer’s website todetermine which models comply with standards. Click here for scanner feature recommendations. TaxWise tax software is required in order to export data to a tax return. Click here to view the PaperlessPLUS license agreement and refund policy.
Customer support is included with purchase.
*Electronic signatures should not be used on paper-filed returns or other documents that require original signatures.