Tax preparation businesses must exercise due diligence in managing and storing documents with personally identifiable information. TaxSlayer has created a document management system, creating a paperless office where paper and digital documents are woven together in an efficient, cost-effective, and easy-to-use format that will revolutionize the way you run your tax office. Depending on the volume of your existing paper records, it may not be cost effective to digitize older files, but you can start fresh by printing to PDF instead of paper.
PaperCut streamlines work flow and reduces costs associated with most tax preparation offices, such as printing, mailing, and storing paper. It also saves you time looking for tax returns lost in the shuffle. PaperCut provides the option to scan and save all your client’s documents including Form W-2, Form 1099, and forms of ID and handwritten notes. With PaperCut you also eliminate the need to print e-File reports (Transmission Confirmation, Acknowledgements, and Bank Reports). PaperCut also saves on printing by allowing you to e-mail your client an encrypted copy of their tax return.
For an overview of PaperCut, click HERE.
For detailed instructions on how to email a return using PaperCut, click HERE.
The Customer Portal is a secure method for you and your client to exchange documents. Your client can send copies of tax documents, identification, and other paperwork, and you can send them a copy of their return for their signature.
TaxesToGo is our mobile app that your client can use to send images of their tax documents, identification, and other paperwork from their smartphone. You and your client can use the app to chat, and you can send them a copy of their return for their signature.
For more information, see the TaxesToGo knowledgebase article HERE.
As a Premium subscriber you can scan your client's driver's license, tax documents, child custody information, etc., as you are working on their return. Documents required to be transmitted with the return in PDF form can also be scanned and included with the return when e-filed.
Premium subscribers can capture client signatures on a signature pad to print on the various forms that require a signature, such as the individual tax return and the e-file signature form.
Provides production ready print media for your office, including banners, promotional handouts, mailers, and e-mail templates.
Twilio is a feature that allows you to automatically send refund updates to clients via SMS. Click HERE for more information on Twilio SMS and its setup.
2D Barcode Scanning
TaxSlayer Premium supports the scanning of Form W-2s that contain 2D barcodes. All of the data contained on the Form W-2 will be captured and automatically filled into the Form W-2 edit menu with the use of any hand-held scanner. Scanning in Form W-2s will not only speed the entry of tax return data, but will also reduce data entry errors. For additional information on scanning documents using a 2D Barcode scanner click HERE.