Level 8

I have a stand-alone scanner that prompts me for a client name every time I scan.  Clients send me hard copy:  I will scan it to c:\ProWin18\ClientData\TheirName2018.1

More data arrives: I save it as TheirName2018.2 etc.

When they send me scans and I save it using same method.  

Unless you get all your data on uniform std size paper, make sure your scanner's ADF can handle differing size paper input.  I think it's best if the ADF feeds vertically instead of horizontal, so gravity helps feeder

My scanner handles up to 12 pages well; more than that and I have to hover over it and feed the ADF more input as needed, or let it run out and then it asks for more pages.  

Mine also has feature to create searchable PDF, but scanning is slower ppm.  For tax data, I do not use that feature.  [I use it for regular text documents.]

When done, I return all hard copies, keeping only e-files.

I store PS data file, PDFs of Returns, and scans of clients' data in different locations, not linked, but easily found.

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