Paperless Office Solutions

Efficiency is the key to your tax firm's success! Printing, obtaining signatures, and creating files all take time, not to mention the overhead costs of storage if you are a smaller tax firm. Our paperless office solution enhances your efficiency, lowers your costs, and mitigates compliance liability. There are three components required for a truly paperless office: the capacity to electronically capture identifiers, cloud-storage capacity, and document transfer capability. Scan, sign, and send. Our platform ensures that your document exchange is secure and KYC compliant from end to end. With an auditable paper trail, you can securely exchange documents, streamline onboarding, collect signatures, complete and integrate form 7216 in real-time, and comply with the Circular-230 record retention requirement.