Scan-And-Populate Solution With OCR & Workpaper Preparation To Streamline The 1040 Tax Workflow
Scan-And-Populate Solution With OCR & Workpaper Preparation To Streamline The 1040 Tax Workflow
6 PagesA SUREPREP CUSTOMER SUCCESS STORY SCAN-AND -P OPULA TE SOLUTION WITH OCR & WORKPAPER PREPARATION TO STREAMLINE THE 1040 TAX WORKFLOW Huth Thompson LLPHuth Thompson LLP Shares Their Firm’s Story Interviewed: Cindy Bupp, EA, Manager, Huth Thompson LLP Stats at a Glance Goals: Implement a scan-and-populate solution with Optical Character Recognition (OCR), automatically bookmark and export data, automate bookmarking and indexing of scanned workpapers. Results: Decreased turnaround time per return from 7-10 days during tax season, to 3-4 days. Eliminated the review process for approximately 1/3 of returns. Removed ambiguity about source of information during tax return review. Office locations: Rensselaer, IN; Lafayette, IN Employees: 45-50 Website: www.huththompson.com Assoc
