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Increasing the Effectiveness of a Paperless Tax Workflow

Product Name: GruntWorx by Gruntworx, LLC
Download Type: Case Study
Format: Weblink
This case study shows how Matthew Patrick, Managing Partner of Patrick Accounting and Tax Services, saved up to 45 minutes per return in the 2007 tax season. The firm moved to a paperless tax workflow in the 2007 tax season, using scanned tax documents to prepare returns. Using GruntWorx by Copanion to automatically organize and index the scanned tax documents made it possible to increase productivity and eliminate the time-consuming process of manually organizing source documents.

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