Document scanning for accountants and CPAs

Every client file, organized by client and year.

Returns, source documents, workpapers and engagement letters: AIMS digitizes years of client paperwork and organizes it so busy season isn't spent digging through boxes.

Book a free call Call 862.204.4855
Stacks of paper files

The problemSound familiar?

  • Boxes of prior-year returns taking up space
  • Digging for a client document during busy season
  • Inconsistent folder names across the office
  • Re-scanning documents clients already sent
Team working on laptops in an organized office

With AIMSWhat changes

  • Pull any client's file by name and year
  • Clear out boxes of prior-year paper
  • One consistent naming system for the whole office
What we digitize

Records we scan and organize for accountants and CPAs

  • Prior-year tax returns
  • Client source documents
  • Workpapers
  • Engagement letters
  • Payroll & bookkeeping records
  • Correspondence
How it works

From file room to fully digital in 90 days or less

  1. Pages being placed into a document scanner

    We digitize

    Your most important documents are scanned and captured.

  2. Binders ready to be indexed

    We organize

    Everything is named, indexed and placed into a clean folder structure.

  3. Office team meeting around a table

    You find it in seconds

    We set up AIMS and train your team.

Plans from $49.99/month or $0.20/page

Pick the level of help you need.

DIY if your team has time to scan, Co-Pilot if you can feed a scanner but not organize, or Concierge if you want us to handle everything onsite in NJ, NY or PA.

Get a quote Compare plans
FAQ

Questions from accountants and CPAs

Can we do this outside busy season?

Yes, and it's a good idea. Most offices are fully digital in 90 days or less, so starting after busy season means you're ready for the next one.

Do we need our own scanner?

Not necessarily. With DIY and Co-Pilot your team scans, and scanners are available for lease. With Concierge we scan for you.

Where is onsite scanning available?

Concierge onsite scanning is available in New Jersey, New York and Pennsylvania. DIY and Co-Pilot work anywhere.

Also serving: Homecare agencies  Law firms  Small businesses 

See what your office could look like in 90 days.

Book a free call with a digitization specialist and get a quote for your records.

Book a free call Call 862.204.4855