Improve Efficiency & Accuracy with a Single Click
Improve efficiency and accuracy while saving time preparing each tax return. With built-in support for certified hand-held scanners, you are able to capture the taxpayer’s source documents and information and associate them with the appropriate tax return in CrossLink. Scan & Store eliminates the need to photocopy and physically store documents as you move towards a paperless office.
Fully Integrated with CrossLink
- Support for Scan & Store built into CrossLink
- Taxpayer source documents are stored within the tax return
- Order your certified hand-held scanner directly from your Crosslink team member
Improve Office Efficiency
- Capture taxpayer source documents with a single click
- Hand-held scanner eliminates the need for a slow and cumbersome flatbed scanner
- Eliminate the need to store printed returns and documentation in file cabinets or other physical storage solution
Unparalleled Security
- Photograph taxpayer for identification purposes for future transactions, such as pick-up of refund check
- Associate all documents with the proper return – saving time and errors in the event of an IRS or bank audit
- Ability to integrate with CrossLink Secure Offsite Storage (S.O.S.), a pay-per-return solution, for additional disaster recovery support
Scan and Store is a simple process that tax preparers will be up to speed and using in minutes — with minimal training.
CrossLink Certified Hand-Held Scanners
Motorola Symbol DS6707DCCrossLink supports the use of the Motorola Symbol DS6707DC hand-held digital image scanner. With a viewfinder and an aiming bullseye to facilitate accurate point-and-shoot aiming for image capture, the Symbol DS6707DC is easy to use and requires virtually no training.
Download Scan & Store Feature Sheet
Contact your CrossLink Team today to learn more.
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In Our Customers' Words
We were under tremendous pressure to find a solution mid-season. The CrossLink team treated us with an extremely high level of professionalism while providing a user-friendly solution. We were provided with a full day of training for both of our locations which got us up and running quickly and we have continued to experience excellent customer support from their knowledgeable and professional staff.