ATX Document Manager helps you reduce printing, copying and file storage expense by organizing and storing scanned client documents electronically. All your clients’ documents, including signed pages, receipts and handwritten notes, can be filed digitally by client and tax year.

When a tax return is complete, print it as a PDF from your ATX tax program directly to the client’s folder in Document Manager. If a client doesn’t have a folder, Document Manager creates one.

Manage and safeguard your files by scheduling automatic backups so you never lose client data again. You’ll be more organized and efficient with ATX Document Manager!

Price: $305