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This paper-to-data system is designed to give
accountants that receive the bookkeeping documents from
truckers in envelopes, the opportunity to get data and reports
instead of paper to process
this way accountants can focus
their practice on tax compliance, tax reporting and consulting
instead of bookkeeping processing
SOLUTION
Have your clients send the information direct to our bookkeeping
process management office using our secure fax upload
system, or one of our mobile bookkeeping manager apps.
We will provide the secure toll free fax number.
Alternatively, we
can provide our secure scan document upload web address for your
client to use. This way, you will eliminate the flow of
bookkeeping papers in your office and the time and cost
associated with:
How it works
As your business
papers are received, they are scanned and saved as images to a
customized Bookkeeping Imaged Data Management server, set up for
your company.
At the end of each
of your clients bookkeeping process month, we send you a set of
bookkeeping result reports including a pfd
copy of the paper files received and processed, for your records.
See reports demo.
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