athaureaux6
Level 8

Just get a nice high speed scanner and create a folder for every tax year. I create a fold named for ex: TAXYEAR 2020, inside you create subfolders for the 4 months of the tax season, then in each month you create blank subfolders, when the client comes you name the subfolder according to the client's last name or whatever is best for you. I particularly use a highspeed scanner from Fujitzu Scan Snap s1500 that I saw in doctor's offices years ago. This model might be old but check that company Fujitzu, it is incredible what they do but they are expensive but in my opinion, it is worth the price, it scans everything you throw in there including, licenses, cards, and double side. and they also have a very interactive software that allows to do many things. I just bought  an used one in ebay just to have an extra for 100 and it works just fine. And everything is scanned and saved in full color, like the original document. Good luck. 

View solution in original post