Start down the path to a truly paperless office. Reduce data entry while automatically creating digital files for your clients’ tax documents using our exciting new ATX Scan&Fill with Document Manager program.

• Scan W-2’s and 1099s and export the data directly into the client’s ATX® tax return
• Automatically create digital folders to file and store client documents
• Print and store PDF versions of your clients’ tax returns
• Avoid the errors that come with hours of re-keying client data
• Save money on paper and toner by creating paperless client files
• Get rid of bulky, expensive filing cabinets

ATX Scan&Fill identifies and reads data from many of the most common W-2 and 1099 income statements and automatically creates a digital client folder labeled with the client’s name and SSN. The AutoFile feature recognizes existing clients on W-2s and 1099s and automatically selects the corresponding client folder for storage. Say goodbye to labeling, sorting and filing paper folders!

Before exporting the data directly into the client’s tax return, edit data fields on-screen, if needed. And easily associate a spouse’s folder with the primary taxpayer’s folder so that the data for both is exported to the joint return at the same time.

ATX Scan&Fill includes ATX Document Manager,™ so you can store all your clients’ documents electronically, even handwritten notes.

(Requires Flash)

The price for Scan&Fill, including Document Manager, is only $715 (single user) or $1035 (up to five users). For more than five, please call.

Online Webinar training required with initial purchase: $89 

If you have already purchased Document Manager, you can upgrade to Scan&Fill for only $410 (single user) or $730 (up to five users). For more than five, please call.

Scan&Fill requires a TWAIN-compliant scanner and ATX tax preparation software. Visit your scanner manufacturer’s web site to establish which models meet these qualifications. For best results a sheet-fed scanner is recommended. Features, pricing and availability are subject to change without notice. Click here to view the Scan&Fill license agreement and refund policy.