Document Scanning For Accountants

Accountants and tax preparers routinely handle a large volume of sensitive tax documents for their clients. Keeping this and other confidential information safe and secure is paramount for the success of your firm.

Our HIPPA compliant document scanning service for accountants is designed to help CPAs and other tax professionals do just that, while converting mountains of paper files into an easy-to-search library of digital files.

Legal Scanning

Modernize Your Workflow

Scanning & Imaging For
Accountants.

As an accountant, you’ll probably never be able to eliminate paper from your practice completely. However, reducing your reliance on paper brings your firm into the modern era, increasing productivity, improving access to your documents, and enhancing security.

Better Organization

Our OCR software converts important data on your accounting documents into a keyword searchable digital archive, allowing you to pull up any document you need instantly with simple text based searches.

Data Redundancy

Make sure your business is able to provide continuity in its services no matter what happens. Digital files are protected with redundant backups in a highly secured cloud environment.

Less Paper

Rummaging through filing cabinets to find the documents you need is not only annoying, it’s also incredibly inefficient. Reducing the amount of paper passing hands in your firm means less time spent searching for documents, and more time helping your clients.

Reclaim Space

Chances are, you're using a significant percentage of your office space for paper storage. Digitizing your documents frees up valuable space for other, more useful business purposes.

Enhanced Security

Share files with the rest of your team with the click of a button. Provide instant and highly secured 24/7 access to your important documents from any physical location.

We make document scanning easy
for accountants.

SecureScan has more than years of experience helping accountants make the digital transition. We will guide you through the entire process from start to finish, helping you take advantage of the benefits of a modern digital workflow.

1
Get a Free Consultation

Speak with Us

Talk with one of our document scanning specialists, who will evaluate your needs and answer any questions you have about the process.

2
Plan Your Scanning Project

Planning & Setup

We'll work one on one with you to create a customized plan designed to help you get the most out of your converted documents.

3 Scan Legal Documents

Implementation

Let our experts handle the rest. We'll take care of the organization, scanning, indexing, and quality control process from start to finish.

Protect your client's confidential information

Every aspect of our scanning service for accountants was designed from the ground up to help protect the security and privacy of your client information. Our team adheres to the highest standards of data management and privacy, including HIPPA compliance and SOC 2® Type 2 certification.

Our number one commitment is to the safety and security of your sensitive data. We invest heavily in secure technologies and employee training programs to ensure the safe and proper handling of your documents.

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NAID AAA Certified, HIPPA Complaint Shredding Service

Save time, save money.

Traditional paper-based file management costs more money in time and labor than you may realize. Every lost minute spent searching for files and sorting papers adds up to big money, no matter what size firm you operate.

Making the commitment to reduce paper at your firm is not just a change in the way daily business is conducted, it's an investment in your future. Our ultra-affordable document scanning service helps you reduce wasted time and money spent on outdated paper processes.

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Organized and efficient.

A thriving accounting office can easily be overwhelmed by the sheer volume of paperwork that passes through its doors. It doesn’t take long until the burden of endless paper piles add up to a lack of organization, especially during tax season.

Our scanning service for accountants can help you get a grip on your documents, preventing costly mistakes and daily frustration. We will convert your hard-copy documents into easy to manage digital files, so you can quickly locate documents the moment you need them.

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Common Questions

Get answers to our most frequently asked digital mailroom questions.

There are many reasons why a business may choose to scan and convert paper documents into digital files. If your business has compliance requirements or regulations for data retention, paper files can be cumbersome and much more expensive to store than their digital counterparts.

After scanning, your documents are carefully indexed and organized by any identifier(s) on the documents of your choosing, allowing you to locate any file almost instantaneously by a simple text search, greatly improving efficiency.

Our scanning service was designed to help accountants convert a wide variety of important business documents into digital formats with ease. Centralize your data by converting and uploading the following document types:

  • Tax Documents
  • Invoices
  • Payroll
  • Business Filings
  • Accounts Payable
  • Audit Worksheets
  • Proxy Statements
  • Evidential Documents
  • Loan Documents
  • Advisory Letters
  • Personnel Files
  • Purchase Orders

Document Scanning for Accountants

Rid your firm of paper piles once and for all.

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