Document Manager

[robpeterson]

We have been using ATX since 1999.

We are considering Scan and Fill with Document Manager. Or maybe just Document Manager. I looked at a demo of this and realize it's made to be integrated with ATX software.

We are trying to cut down on paper but wonder if scanning all client docs into our system is going to be any easier.???

Also, I was just wondering if there is another document manager out there that would also work with ATX, cost about the same or less, and maybe have more / better features. I like having more than one choice.

We do over a 1,000 returns a year and run our software on a peer to peer network.

Thanks.

[kcjenkins]

First, get a GOOD SCANNER, as this is not the place to pinch pennies. Its a valuable TOOL, no matter what program you use. Second, you don't have to have any document manager, if you simply set up your own system of folders. Several members have posted here about their own systems that they set up, and are happy with.

The ATX Doc Manager does tie in automatically with the tax program, which is convenient. It's not as good as it should [iMHO] be, but it's included with my package, and it works. There are also a number of stand alone programs that are good, plus have the advantage of not being tied to any program, so you can use them for not only Tax, but other files as well. Of course, you can use the ATX program for other files, as well. Why not use the live web demo and see what you think of it?

For a live web demonstration with a Product Specialist, please go here. http://www.atxinc.com/demoreg/

[RoyDaleOne]

KC, right on. I saw an ad for a Fujitsu scanner, I would say this is the brand to go with.

Features, automatic size detection, automatic duplex scanning, etc.

Client documentation cames in all sizes, single and duplex. I am thinking about replacing my one year old scanner with this model, for most of my scanner needs.

One of the side benefits is I am scanning all my tax files from forever and reducing my number of file cabinets from 55 to 3.

[kcjenkins]

Wow, that will free up a lot of valuable space! You did not mention which model Fujitsu scanner you are getting?

[Jake]

I agree with KC having a good scanner will save you a lot of time and frustration in implementing a paperless system. Make sure you get one that can scan both sides of a document for all of the IRS Notices. We also do about a thousand returns every year and started using Document Manager two years ago. What I like about the program is the fact that it is intergrated with ATX so if I select the print to PDF button in the print menu it automaticly files the return in document manager under the clients name and SS#. What I don't like about the program is that it takes forever to open the program and access client files (2-3 minutes sometimes) and that the program is bit tempremental in that it freezes up or stops working more than it should. It works well but not perfectly for us.

Good Luck

[lsowers]

Let me just add about the pdf feature in ATX. It creates much bigger (more disk space) pdf files than printing to a pdf printer like adobe or pdf995. One problem, though, is some returns (I think with EIC) have to use the ATX pdf to create an electronic copy.

Another suggestion about scanners, buy one that is TWAIN compliant. That way you can use the scanner with any document software and not just the software that came with the scanner.

[taxtrio]

Fujitsu sounded like a good scanner to me too, but it's not Twain compliant. Has to be twain compliant for it to work with ATX document manager.

Taxtrio

[lsowers]

Fujitsu does have scanners that are TWAIN. Just not the scansnap ones.

[tim g]

My Fujitsu fi-5110c is TWAIN compliant.

Tim

[kcjenkins]

http://www.nextag.com/serv/main/buyer/prod...p;zipcode=72401

Best price $640

A good machine, but the Fujitsu fi-5015C is also TWAIN compliant, and costs much less. Best price $355.

http://www.nextag.com/Fujitsu-fi-5015C-She...014/prices-html

[Bob Hoffman]

http://www.nextag.com/serv/main/buyer/prod...p;zipcode=72401

Best price $640

A good machine, but the Fujitsu fi-5015C is also TWAIN compliant, and costs much less. Best price $355.

http://www.nextag.com/Fujitsu-fi-5015C-She...014/prices-html

All of this discussion has fired me up to become less "paper bound". I just bought a Fujitsu FI-5015C on E-bay with warraty for cheap. I am ready to try it out and get back into these threads to get started. Just another reason I appreciate this forum.