A digital document management system.

About PaperlessPLUS

Save time and money when using PaperlessPLUS to electronically store all of your firm’s documents.

Features & Benefits

  • Rapidly store tax returns from ATX or TaxWise along with emails, letters, reports, PDFs, images, photos, and any scanned documents.
  • Instantly send clients any stored documents by uploading securely with PortalSafe a powerful cloud-based file sharing solution (additional fees apply) or by sending password - protected attachments through email.
  • Electronically sign any stored PDF with an approved signature pad. Click here for purchase details.
  • Remain organized throughout the year by managing clients with a customizable folder structure. Take organization a step further by creating custom labels to classify clients by type or stage.
  • Safeguard client data with an encrypted file system. Provide additional security by locking sensitive files and folders, scheduling automated backups, assigning user rights and privileges, or reviewing the audit trail.

User Reviews of PaperlessPLUS

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