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Home > Tax Workflow Resources > Tax Document Automation > Ripple Effect White Paper
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FREE White Paper

Avoid the Ripple Effect:
Proper Setup for Implementing a Paperless Tax Workflow

As with hundreds of perfectly aligned dominos, one misplaced token when establishing your paperless tax workflow can set off a ripple effect that not even the most proficient expert can hope to overcome.

In this white paper you will learn valuable tips on how to set up your processes to ensure a smooth transition to a paperless tax workflow, including:

  • What to look for in a quality scanner
  • Optimizing your process to make the best use of your time
  • Scanner settings and source documents to avoid
  • Implementing a paperless tax workflow solution that "fits"
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