Source Document Processing

Source Document Processing is an optional, fee-based service that makes it easy to integrate paper source documents into an automated tax workflow. It automatically organizes and labels scanned in source documents, and can even transmit data from those documents into UltraTax CS. Here's how the process works:

1. The process begins when paper source documents from your client are scanned into Workpapers CS or FileCabinet CS.
2. Next, these scanned documents are sent to our data centers for Source Document Processing. In this step, optical character recognition (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.
3. After processing is completed, the labeled and organized client source documents are delivered to the correct folder in Workpapers CS or FileCabinet CS. Each document is neatly labeled and related documents are grouped together, so it's easy to navigate through your documents.

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.

Note: Embedded PDFs may also be sent for processing.

Only $1,560 for Unlimited Processing or $6 Per Client

Source Document Processing is available for only $1,560 for an entire year of unlimited scanning. Or, you can buy it on a per-client basis for $6 per client, per tax year. Both prices include labeling, organizing, and data extraction.

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

Questions?

For more information on the Source Document Processing service, visit theWorkpapers CS, 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.