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 HIPAA compliant document scanning service 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.

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 20 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

Consultation

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 digitized 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.

Ready to simplify your document management and elevate your accounting practice? Our secure scanning service will help you reclaim control over your paper clutter.

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Protect your client's confidential information

Our HIPAA compliant, SOC 2® Type 2 certified scanning service adheres to the highest standards of data management and privacy, to ensure the privacy of your client's data is protected throughout the process.

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.

Security & Compliance
HIPAA and SOC2 Type 2 Compliant

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.

Try Our Free Scanning Price Calculator

Organized and efficient.

A thriving accounting office can easily be overwhelmed by the sheer volume of paperwork that passes through its doors. With every new client you serve, another paper pile is added to the stack, and that makes it easy to become disorganized, 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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Document Scanning For Accountants

Download Our Guide

Unlock efficiency and security in accounting with our in-depth guide. Explore how our specialized document scanning services can transform data management, compliance, and operational efficiency for your accounting practice.

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Common Questions

Get answers to the questions we hear most often from accountants and tax preparers.

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 Records: Personal and business tax returns, W-2 and 1099 forms, and supporting documents such as receipts and invoices.
  • Financial Statements: Balance sheets, income statements, and cash flow statements that offer a comprehensive view of an individual’s or business’s financial health.
  • Payroll Data: Employee salaries, hourly wages, bonuses, and other compensation details, often linked to Social Security numbers and bank account information for direct deposit.
  • Banking and Investment Records: Account statements, investment portfolios, and transaction histories that are crucial for financial planning and reporting.
  • Audit Trails: Documentation related to any audits performed, which can include sensitive data flagged during the auditing process.
  • Client Data: Personal identification information such as names, addresses, and sometimes even biographical data needed for risk assessment or financial planning.
  • Legal Documents: Contracts, agreements, or court documents that might be pertinent to a business or individual’s tax status or financial obligations.
  • Business Records: Operational data, sales figures, revenue reports, and proprietary financial models or algorithms.
  • Receipts and Invoices: Both digital and physical copies of transactions related to personal or business expenses.
  • Correspondence: Emails, letters, and memos that may contain sensitive or confidential information discussed between accountants and clients or third parties.
  • Business Filings: These are official documents that have been filed with a governmental body and may include articles of incorporation, business licenses, and annual reports. These records often contain proprietary business information.
  • Accounts Payable: These are records of all the money that a business owes to vendors or service providers. They often include sensitive details like bank routing numbers and the terms of business agreements.
  • Audit Worksheets: These are essential documents that auditors use to record data during the auditing process. They often include sensitive financial data and observations about the effectiveness of internal controls.
  • Proxy Statements: Used mainly in the context of public companies, these statements are sent to shareholders to disclose information they need before voting on corporate matters. They often contain executive compensation details and strategic plans.
  • Evidential Documents: These could be anything from court orders to emails that prove or disprove a financial claim or status, and they often contain highly sensitive information.
  • Loan Documents: These include promissory notes, mortgage agreements, and loan approval documents. Such files contain crucial financial figures as well as personally identifiable information.
  • Advisory Letters: Often generated by consulting or advisory departments, these letters give specialized advice on various financial matters. They can contain both company-specific and sensitive client-specific information.
  • Personnel Files: These files contain everything from employee Social Security numbers to performance reviews. The information is highly sensitive and is often protected by both company policy and law.
  • Purchase Orders: These documents authorize the purchase of products or services and may contain sensitive price information, terms and conditions, and vendor details.

 

Each of these record types often contains sensitive data that requires meticulous handling and storage, with stringent security protocols in place to ensure data protection.

Document Scanning for Accountants

Rid your firm of paper piles once and for all.

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