Scanning, printing, and storing client documents workflow

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

The following flowchart displays the process for scanning and storing client documents, whether your client sends you hardcopy files or electronic files, and whether your store client documentation in hardcopy or electronically.

Click to view details Click a shape that contains a link link icon icon to view relevant procedures in a new tab.


Store and scan files

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Account balance workflow and adjustments via the Trial Balance screen

Workflows in Accounting CS


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