How to Streamline Your Paper Document Collection This Tax Season​

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

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.