Watch a video demonstration of how Source Document Processing works
Source Document Processing makes it easy to integrate paper source
documents into an automated tax workflow. It automatically organizes and
labels source documents, and can even transmit data from those documents
into UltraTax CS. Here's how the process works:
- The process begins when paper source documents from your client are
scanned into FileCabinet CS.
- Next, these scanned documents are sent from within FileCabinet CS to
our data centers for Source Document
Processing. In this step, OCR technology is used to label each document,
organize related documents into groups, and produce a neatly labeled and
organized set of client source documents. OCR technology is also used to
capture data directly from the scanned source documents.
- After processing is completed, the labeled and organized client
source documents are retrieved into FileCabinet CS. Because each
document is neatly labeled and related documents are grouped together,
it's easy and fast to select a document for viewing.
Note: Embedded PDFs may also be sent for processing.
For UltraTax CS users, the data captured
in step 2 can then be retrieved into the UltraTax CS Source Data Entry
module, where it can be verified, corrected as needed, and seamlessly
transferred into an UltraTax CS client's 1040 tax return.
The Source Document Processing Service offers firms a workflow strategy
that can save significant time, money, and staff resources, and substantially
reduce 1040 tax preparation time and costs.
View the forms supported by this service and other information in the
Source Document Processing fact sheet.
Process Additional Clients for Only $6 Per Client/Per Tax Year
Like what you see? The Source Document Processing service is available at $6 per client/per
tax year, no matter how many scanned source documents are submitted. This price includes the
labeling and organizing feature, with the data extraction feature included free of charge. You can also purchase a one-year unlimited license for $1,500.
Ensure the Most Accurate Results
Consider purchasing and installing scanning software that offers additional settings and
functionality to help clean up scanned images. Before you start scanning, please confirm your
scanner is set to the following:
- Black & White (not gray scale or color)
- 300 DPI
- Scan Area 8.5 x 11
- Contrast and black threshold should be set to medium
In FileCabinet CS, follow these steps:
- From the main menu choose Image
- Click on Scan
- Then choose Options
- Remove the check in the Reduce image size on disk checkbox
Note: You must have a scanner installed to enable the scan menu options.
For more information on the Source Document Processing service, visit the
FileCabinet CS or UltraTax CS product pages. You can also call us at
800.968.8900, or contact us online.
Note: OCR (optical character recognition) is the mechanical
or electronic translation of images of typewritten or printed text into
machine-editable text. Because Source Document Processing relies on OCR
technology to read the various designs and formats of the forms scanned, the
degree of accuracy will vary.
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