Seems like a timesaver in tax season: Scan all documents and let software auto-fill information from clients’ forms. Selecting scanners, however, means gambling that a hardware investment will, in fact, pay off, and that can mean carefully examining your client base and information flow.
“We do use a scanner to scan in bookkeeping and tax paperwork,” said Turlock, Calif.-based EA Kathy Rocha, a member of the National Association of Enrolled Agents. “It certainly saved us with filing cabinet space, and also paper.”
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