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Better Management of Your Annual Tax Documents?

Updated: Oct 20, 2023

The annual tax season often brings with it a sense of dread and stress. The task of gathering, organizing, and providing all the necessary documents to your tax advisor can seem time-consuming and overwhelming.

However, in today's digital age, mobile phone scanning apps offer a convenient solution that can simplify this process and transform the way you approach preparing your document set. Let’s explore some of the benefits of using mobile phone scanning apps to provide documents to your tax advisor.

Efficiency and Convenience

These scanning apps allow you to quickly digitize physical documents, such as receipts, invoices, and financial statements, with just a few taps on your smartphone. Gone are the days of manually sorting through piles of paperwork; now you can scan and upload documents directly from your phone's camera. This convenience not only saves time but also ensures the quality of the images you provide will be better than a photograph.

Instant Accessibility

Once you've scanned your documents using your mobile app, they become instantly accessible in digital format. This means that you can easily retrieve and share your documents with your tax advisor at any time and from anywhere.

Enhanced Organization

Mobile scanning apps often come with features that allow you to categorize and label scanned documents. This level of organization simplifies the process of locating specific documents when needed. You can create folders for different types of documents, such as income statements, expense receipts, and investment records, making it easier to provide the necessary information to your tax advisor quickly and easily.

Reduced Paper Clutter

Once you have embraced mobile phone scanning apps, you can significantly reduce the amount of paper clutter. This not only creates a tidier environment but also contributes to your efforts in adopting more sustainable practices. Less paper usage means fewer physical documents to manage, store, and potentially lose.

Reduce Your Costs

No more copying documents, collating, packaging and postage, great cost savers for you. If you current ly have to drive into town to visit your agent or place documents in the post the benefits are even better, no traffic jams would be a great one for me.

Security and Data Protection

Apps such as these often include encrypted secure cloud storage options that ensure the safety of your sensitive financial information. This level of security is crucial when dealing with documents that contain personal identification and financial details. You can trust that your documents are safeguarded throughout the scanning and sharing process, especially when coupled with your tax advisors secure client portal. Remember normal email is not considered a secure platform for such personal information.

Faster Turnaround Time

By using a mobile phone scanning app to provide documents to your tax advisor, you enable them to access the necessary information promptly. This can lead to a faster turnaround time in the tax preparation process, allowing you to receive your completed returns or assessments much sooner.

Some Apps We Have Used

Whilst we do not develop such apps ourselves, we have personally used some for our own personal/business documents. Here are two you could try out; they may even have a FREE so you can try it out for yourself before you commit. The two links below are just two of many so feel free to try out others to find the one that suits your needs.

These are on the android platform but I am sure you can find them on Apple as well.

I truly hope you found this article useful and it’s highlighted some great benefits that could benefit you, not just getting your documents together for your tax advisor but for managing them generally.

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