My staff was initially resistant to the Scan product. Now that we have been using it for several years no one can imagine going back to manual sorting and scanning. The key has been having a dedicated "Scan Master" who is detail oriented and knowledgeable about our needs and the software capabilities. It has saved the firm thousands of dollars by pushing this more clerical function to administrative employees. Our preparers are much more efficient and it is easier to review the tax return due to consistent format of the documentation.
Hagy & Associates, PC, Austin, TX