Electronically Scan & Store Taxpayer Information
CrossLink customers can improve efficiency and accuracy while saving time with
CrossLink’s integrated support from Scan & Store technology. With support for
Scan & Store built into CrossLink, customers can electronically capture taxpayer
source documents and information easily.
Scan & Store is a simple process that tax preparers will be up-to-speed and
using in minutes – and with minimal training. With Scan & Store, CrossLink
customers can:
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Scan & Store taxpayer source documents
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Capture valid forms of taxpayer identification
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Take a photo of taxpayer for quick and easy identification
The time savings with Scan & Store are significant. With Scan & Store you no
longer have to take the time to photocopy multiple taxpayer documents. Rather,
you are now able to capture all the taxpayer source documents without ever
leaving your desk.
Crosslink Tax Software Equipment & Hardware