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

★★★★★
★★★★★
Submitted on January 29th, 2022 by Charles Jennings

Suitable for maintaining electronic copies of documents

The Good…

Used this product since 2012-13. Functionally straightforward. Easy access when we want to get print copies of documents

The Bad…

Difficult to get support for the product. Presently have multiple licenses, but only able to use a single workstation. Advertise that the product integrates with TaxWise for keyless entry of some documents; however this function produces an error code with the scanned images and causes the app to shut-down. Documents created appear but are inaccessible for viewing directly and printing.

★★★★★
★★★★★
Submitted on January 18th, 2020 by victor

I am use paperless Plus in 2020 the software and can Only print PDF on one packet at time and it ask me to please use a different PDF print driver for multiple packet . I am use Taxwise to print my tax report. Why is paperless Plus doing is.

The Good…

That is a good software program.

The Bad…

notthing