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:

• Scan & Store taxpayer source documents
• Capture valid forms of taxpayer identification
• 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.