{"id":55472,"date":"2018-10-16t05:00:51","date_gmt":"2018-10-16t09:00:51","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=55472"},"modified":"2018-10-23t20:14:15","modified_gmt":"2018-10-24t00:14:15","slug":"optimize-scanning-procedures","status":"publish","type":"post","link":"\/\/www.g005e.com\/2018\/10\/16\/optimize-scanning-procedures\/","title":{"rendered":"optimize scanning procedures"},"content":{"rendered":"

\"woman<\/a>first front-end scanning, then ocr.
\n<\/strong><\/p>\n

by roman h. kepczyk<\/i>
\nquantum of paperless<\/i><\/a><\/p>\n

for the next few years it is anticipated that accounting firm clients will deliver the majority of their organizers and supporting tax documents to the firm in a physical format.<\/p>\n

more: <\/b>why a digital tax workflow system is vital<\/a> | survey: 72% of firms annotate pdfs<\/a> | survey: 67% turn client documents into pdfs<\/a> | how 53% of firms use intranets to work smarter<\/a> | check your bandwidth<\/a> | microsoft office 201x vs. office 365<\/a> | how the cloud plays into scheduled server replacement<\/a> | monitor real estate: more is better<\/a>
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to utilize this information in a paperless environment, it must be effectively scanned and managed at the lowest possible cost. early paperless adopters scanned the tax return and the supporting documents at the back end of the process when a return was complete.
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\nthis is still usually the first step when firms transition from a completely manual environment. by doing back-end scanning first, the firm can get used to working with digital files and naming conventions\u00a0\u2013 prior to forcing changes in the preparation and review processes\u00a0\u2013 which can then be transitioned to front-end scanning.<\/p>\n

scanning should be done primarily by administrative personnel (81% according to the 2009 aaa benchmark survey) to promote adherence to firm standards and so it is done at a lower cost. having a tax senior available to answer any questions from the scanning person will help build quality control into the process at the front end.<\/p>\n

firms have found that having a dedicated scanner attached to a workstation is the most effective method of capturing these images. according to the 2018 cpafma it survey, the top-rated scanners selected by cpa firms are the fujitsu fi (64%) and canon dr series (21%). images should be scanned at a standard 300dpi in black-and-white format. to minimize the amount of rescanning because of scan errors, firms should implement automatic correction software integrated with their scanner such as kofax vrs, which does contrast resolution, despeckling and straightening on each image individually.<\/p>\n

once a firm has effectively implemented<\/p>\n