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TaxWise Scan&Fill™ (includes Document Manager)

Take the work out of data entry and increase accuracy with this exciting new program. Scan W-2s and 1099s and export the data directly into the client’s TaxWise tax return. It doesn’t get any easier!

  • Save time and resources by reducing manual data entry.
  • Increase accuracy by avoiding the errors that come with hours of keying in names and numbers.
  • Save money on paper and toner by printing and copying fewer documents.
  • Eliminate bulky paper files and filing cabinets by organizing and storing client documents digitally.
  • Print the completed tax return directly to the client’s electronic storage folder.

Scan&Fill combines the latest in scanning, optical character recognition and document management technology to reduce data entry, streamline your workflow and eliminate the cost and hassle of copying and storing paper documents. The program will identify and read data from many of the most common W-2 and 1099 income statements and the data can then be exported directly into the client’s TaxWise tax return. The AutoFile feature recognizes existing clients on W-2s and 1099s and automatically selects the corresponding client folder to store the documents. Scan&Fill includes TaxWise Document Manager,™ so you can store all your client’s documents electronically, even hand written notes.

The price for Scan&Fill, including Document Manager, is only $715 (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 $410 (single user) or $730 (up to five users). For more than five, please call.

Scan&Fill requires a TWAIN-compliant 300-DPI scanner and TaxWise tax preparation software. Visit your scanner manufacturer's web site to establish which models meet these qualifications. Features, pricing and availability are subject to change without notice. Click here to view the Scan&Fill license agreement.

Here's what you also get with TaxWise products:

 

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