Document Scanning For Accountants

Accountants and tax preparers routinely handle a large volume of sensitive tax documents for their clients. Keeping this and other confidential information safe and secure is paramount for the success of your firm.

Our HIPAA compliant document scanning service for accountants is designed to help CPAs and other tax professionals do just that, while converting mountains of paper files into an easy-to-search library of digital files.

Modernize Your Workflow

Scanning and Imaging For

Accountants.

As an accountant, you'll probably never be able to eliminate paper from your practice completely. However, reducing your reliance on paper brings your firm into the modern era, increasing productivity, improving access to your documents, and enhancing security.

Better Organization

Our OCR software converts important data on your accounting documents into a keyword searchable digital archive, allowing you to pull up any document you need instantly with simple text based searches.

Data Redundancy

Make sure your business is able to provide continuity in its services no matter what happens. Digital files are protected with redundant backups in a highly secured cloud environment.

Less Paper

Rummaging through filing cabinets to find the documents you need is not only annoying, it’s also incredibly inefficient. Reducing the amount of paper passing hands in your firm means less time spent searching for documents, and more time helping your clients.

Reclaim Space

Chances are, you're using a significant percentage of your office space for paper storage. Digitizing your documents frees up valuable space for other, more useful business purposes.

Enhanced Security

Share files with the rest of your team with the click of a button. Provide instant and highly secured 24/7 access to your important documents from any physical location.

Better Organization

Our OCR software converts important data on your accounting documents into a keyword searchable digital archive, allowing you to pull up any document you need instantly with simple text based searches.

Data Redundancy

Make sure your business is able to provide continuity in its services no matter what happens. Digital files are protected with redundant backups in a highly secured cloud environment.

Less Paper

Rummaging through filing cabinets to find the documents you need is not only annoying, it’s also incredibly inefficient. Reducing the amount of paper passing hands in your firm means less time spent searching for documents, and more time helping your clients.

Reclaim Space

Chances are, you're using a significant percentage of your office space for paper storage. Digitizing your documents frees up valuable space for other, more useful business purposes.

Enhanced Security

Share files with the rest of your team with the click of a button. Provide instant and highly secured 24/7 access to your important documents from any physical location.

We make document scanning easy

for accountants.

USA Imaging draws upon over 30 years of expertise in assisting accountants with their digital transition. We will guide you through the entire process, ensuring a seamless journey from beginning to end. We're committed to helping you harness the advantages of a contemporary digital workflow in your accounting practice.

Speak with Us

Talk with one of our document scanning specialists, who will evaluate your needs and answer any questions you have about the process.

Planning & Setup

We'll work one on one with you to create a customized plan designed to help you get the most out of your converted documents.

Implementation

Let our experts handle the rest. We'll take care of the organization, scanning, indexing, and quality control process from start to finish.

Protect your client's

confidential information

Our scanning service adheres to the highest standards of data management and privacy, to ensure the privacy of your client's data is protected throughout the process.

Our number one commitment is to the safety and security of your sensitive data. We invest heavily in secure technologies and employee training programs to ensure the safe and proper handling of your documents.

Protect your client's

confidential information

Our scanning service adheres to the highest standards of data management and privacy, to ensure the privacy of your client's data is protected throughout the process.

Our number one commitment is to the safety and security of your sensitive data. We invest heavily in secure technologies and employee training programs to ensure the safe and proper handling of your documents.

Save time and money.

Traditional paper-based file management costs more money in time and labor than you may realize. Every lost minute spent searching for files and sorting papers adds up to big money, no matter what size firm you operate.

Making the commitment to reduce paper at your firm is not just a change in the way daily business is conducted, it's an investment in your future. Our ultra-affordable document scanning service helps you reduce wasted time and money spent on outdated paper processes.

Organized and efficient.

A thriving accounting office can easily be overwhelmed by the sheer volume of paperwork that passes through its doors. With every new client you serve, another paper pile added to the stack, and that makes it easy to become disorganized, especially during tax season.

Our scanning service for accountants can help you get a grip on your documents, preventing costly mistakes and daily frustration. We will convert your hard-copy documents into easy to manage digital files, so you can quickly locate documents the moment you need them.

Organized and efficient.

A thriving accounting office can easily be overwhelmed by the sheer volume of paperwork that passes through its doors. With every new client you serve, another paper pile added to the stack, and that makes it easy to become disorganized, especially during tax season.

Our scanning service for accountants can help you get a grip on your documents, preventing costly mistakes and daily frustration. We will convert your hard-copy documents into easy to manage digital files, so you can quickly locate documents the moment you need them.

Transition to a Paperless Firm.

Optimize Your Accounting

Workflow.

Scanning accounting documents offers substantial benefits to your accounting practice. It streamlines document management by transforming physical files into easily searchable digital formats, bolstering efficiency and enabling swift retrieval and sharing of vital financial information.

This not only saves valuable time and resources but also enhances data security through secure backup and access controls, ensuring the confidentiality of client data and compliance with financial regulations. In summary, document scanning for accounting optimizes your workflow, making your firm more adaptable and responsive in an ever-evolving digital financial landscape.

No Hidden Fees

One box, one price.

Our transparent pricing structure simplifies your scanning project planning. We offer a per-box charge, eliminating the need to count individual records. Just package your patient records, and we'll handle the entire process, including processing, scanning, and indexing, all under a single, all-inclusive price. You can easily assess how our rates stack up against competitors by using our document scanning cost calculator.

No Hidden Fees

One box, one price.

Our transparent pricing structure simplifies your scanning project planning. We offer a per-box charge, eliminating the need to count individual records. Just package your patient records, and we'll handle the entire process, including processing, scanning, and indexing, all under a single, all-inclusive price. You can easily assess how our rates stack up against competitors by using our document scanning cost calculator.

Give It A Try! FREE

Feel free to explore our low-risk, commitment-free document scanning solution; USA IMAGING's Scan by the Box service. It's a straightforward, efficient, and budget-friendly way to convert your documents into digital format. Give it a try today and experience it firsthand.

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Find out why USA Imaging is the most trusted company in San Diego.

Common Questions

Get answers to the questions we hear most often from accountants and tax preparers.

What is the benefit of a document scanning service?

There are many reasons why a business may choose to scan and convert paper documents into digital files. If your business has compliance requirements or regulations for data retention, paper files can be cumbersome and much more expensive to store than their digital counterparts.

After scanning, your documents are carefully indexed and organized by any identifier(s) on the documents of your choosing, allowing you to locate any file almost instantaneously by a simple text search, greatly improving efficiency.

What kinds of documents can my accounting firm scan?

Our scanning service was designed to help accountants convert a wide variety of important business documents into digital formats with ease. Centralize your data by converting and uploading the following document types:

Tax Documents

Invoices

Payroll Documents

Business Filings

Accounts Payable

Audit Worksheets

Proxy Statements

Evidential Documents

Loan Documents

Advisory Letters

Personnel Files

Purchase Orders