Source Document Management
In the heat of tax season, managing thousands of documents can be the bane of any tax preparer's existence.
Why spend your tax season sorting through papers? Scan all the paper slips and receipts, and import electronic documents into a single, organized PDF.
No matter what kind of real or virtual shoebox your client brings you, DoxCycle handles the slips, receipts and other tax source documents. Then, sit back and let DoxCycle do the heavy-lifting for you.
DoxCycle is included in the Complete Paperless Tax Suite and the Paperless Office. It is also available as a stand-alone module.