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1040SCAN Lite™ is a tax
productivity tool that
reduces the time spent organizing source documents
while allowing you to prepare your tax returns in a truly paperless environment.
1040SCAN Lite™ will: |
• Eliminate much of the time your professionals
spend creating and
organizing client workpapers |
• Organize your client’s source documents
to follow the flow of
form 1040 |
• Bookmark the documents in a PDF file for easy
review |
• Assign and track your returns in a paperless
workflow |
• Standardize the presentation of your electronic
workpapers |
• Allow you to prepare returns more efficiently
in a paperless
enviornment |
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Benefits |
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• Standardized Stamps and Tic Marks for easy review |
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• Never miss reviewing an amount or page with automatic
Review
Tracking Reports |
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• Integrated Review Notes for fast access to related source
documents |
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• Automatic tracking of who created, responded to and
cleared all Review Notes |
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• Quickly organize documents using drag and drop
functionality |
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• Detailed Bookmarks for every document |
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• Easily paste tape totals and annotate your sources
documents
with Sticky Notes |
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• Automated report for identifying Missing Source Documents |
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