SOLUTIONS / PAPERLESS PLUS
PaperlessPLUS™ Office Solution
Reduce printing, copying and file storage expense, while streamlining your workflow with the PaperlessPLUS™ module.
Organize and store scanned client documents electronically.
Print and store PDF versions of your clients' tax returns directly to the clients' digital folders with one click. If the client doesn't yet have a folder, the program creates one.
Quickly and easily annotate clients' folders or files with important notes or questions.
Create PDF files from e-mails, spreadsheets, and other files to send directly to PaperlessPLUS™. Safeguard client data with multiple levels of security and scheduled backups. Never lose client data again!
Track the entire life of your documents with an extensive audit trail system.
New Feature - Now has the ability to create and store electronic signatures (Signature Pad not included)
PaperlessPLUS™ Premier is our powerful new forms recognition tool that easily reads scanned data from most W-2s and 1099s and imports the data directly into the Refunds Today software.
Make the transition to a paperless filing system using PaperlessPLUS™ Premier. This innovative program automatically creates a folder with the client's name and SSN when you scan the client's W-2 or 1099. No more labeling, sorting and filing paper folders!