Our scanning service enables accounting firms to convert a wide range of essential business documents into digital formats, centralizing data for easier access. Here are some of the document types that can be converted:
- Tax Records: Personal and business tax returns, W-2 and 1099 forms, along with supporting documents like receipts and invoices.
- Financial Statements: Balance sheets, income statements, and cash flow statements, offering a full view of financial health.
- Payroll Data: Employee salaries, bonuses, and other compensation, often linked with Social Security numbers and direct deposit details.
- Banking and Investment Records: Account statements, investment portfolios, and transaction histories crucial for financial planning.
- Audit Trails: Documentation from audits, containing sensitive data noted during the auditing process.
- Client Data: Personal identification details, such as names and addresses, used for risk assessment or financial planning.
- Legal Documents: Contracts, agreements, or court documents relevant to tax status or financial obligations.
- Business Records: Operational data, sales figures, and proprietary financial models.
- Receipts and Invoices: Digital and physical records of business or personal expenses.
- Correspondence: Emails, letters, and memos containing sensitive information discussed with clients or third parties.
- Business Filings: Documents filed with government entities, including incorporation articles and annual reports.
- Accounts Payable: Records of business payments to vendors, containing sensitive bank and agreement details.
- Audit Worksheets: Essential records for auditors, often with sensitive financial data and insights on internal controls.
- Proxy Statements: Disclosures sent to shareholders, usually with executive compensation and strategic information.
- Evidential Documents: Files, such as court orders or emails, that support or dispute financial claims.
- Loan Documents: Promissory notes, mortgage agreements, and other loan documents with sensitive financial information.
- Advisory Letters: Specialized advice documents, containing sensitive company or client information.
- Personnel Files: Employee files, with sensitive information protected by company policy and law.
- Purchase Orders: Authorizations for purchases, including pricing and vendor details.
Each of these documents often contains sensitive data, which requires secure handling, storage, and strict security protocols for protection.