Improve Efficiency & Accuracy with a Single Click

Improve efficiency and accuracy while saving time preparing each tax return. With built-in support for certified handheld 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
Easy access to documents when needed

Improve Office Efficiency

Capture taxpayer source documents with a single click
Handheld 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 & Store is a simple process that tax preparers will be up to speed and using in minutes — with minimal training.

CrossLink Certified Handheld Scanners

Motorola Symbol DS6707DC

CrossLink supports the use of the Motorola Symbol DS6707DC handheld digital image scanner. With a viewfinder and an aiming bull's-eye to facilitate accurate point-and-shoot aiming for image capture, the Symbol DS6707DC is easy to use and requires virtually no training.

CrossLink certified handheld scanners are provided by the Ivanhoe Group, a CrossLink recommended vendor. Click here or on the button below to place your order with the Ivanhoe Group.