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simplify your  truckers bookkeeping document management process with bpm paper-to-data bookkeeping process management outsourcing
 


 

 

 

 

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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