Streamline Paper Document Collection: Transform Tax Season Chaos into Digital Efficiency

Still dealing with paper documents during tax season? You’re not alone.

Watch this webinar to learn how firms are digitizing paper documents efficiently while maintaining client satisfaction – no matter how tech-savvy their clients are.

In this webinar, you’ll learn how to:

• Convert paper documents into searchable, organized digital files in seconds
• Automate document filing and routing to save you hours per client
• Maintain security and compliance while eliminating paper storage
• Create a seamless workflow between ScanSnap and SmartVault
• Scale your practice without being held back by paper processes

Join Dawn Brolin, CPA, and scanning expert Scott Francis as they demonstrate how firms like yours are handling paper-based clients without compromising efficiency or security.

Whether you’re a solo practitioner or part of a larger firm, this session provides practical strategies to transform your paper-heavy workflow into a streamlined digital process. Walk away with actionable steps to implement before tax season hits.