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#7
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| bc <cantor2[at]ix.netcom.com> wrote in - quote - > Catherine White <cgrantNoSpam[at]alum.mit.edu> wrote: > > I'm thinking this year of switching to scanning clients' > > original documents to PDF format to save them. <snip Thanks to all who responded to my query. I've gotten a lot of good information and ideas, and am sifting through them all. I've also passed on some of the ideas presented to some friends who have a tax practice about 40 miles west of me, who are also thinking of going to scanning. Catherine << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#6
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| - quote - > > I'm thinking this year of switching to scanning clients'
I use Visoneer's PaperPort scanner. It's a simple sheet-feed> > original documents to PDF format to save them. I have a > > small practice and am not in the market for a big, fancy > > (=pricey) scanner. I've read a number of reviews online, > > but would like the opinions of others in the tax field. > > > Do you scan documents to PDF? If so, what scanner and > > software do you use? Do you like it -- or would the > > system be better used as a doorstop or boat anchor? > > (One review I read of an HP system said, "Too heavy for > > a doorstop, too light for a boat anchor; fortunately, > > the software sucks".) scanner that takes little space on my desk. I happen to use its old Mac System 9 software instead of the PC version; just more comfortable with Macs (though I have both and could scan to my PC if I wished). -- Thomas E Healy, CPA, PC 1650 38th St., Ste 202W Boulder, CO 80301 Please send email to: tom[at]tomhealycpa.com, since I block all email at my newsgroup address. phone (303) 443-1804 fax (720) 489-3772 << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#5
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| Catherine White <cgrantNoSpam[at]alum.mit.edu> wrote: - quote - > I'm thinking this year of switching to scanning clients'
We use the Fujitsu 15c. It's a 15 ppm flatbed color scanner.> original documents to PDF format to save them. I have a > small practice and am not in the market for a big, fancy > (=pricey) scanner. I've read a number of reviews online, > but would like the opinions of others in the tax field. > Do you scan documents to PDF? If so, what scanner and > software do you use? Do you like it -- or would the > system be better used as a doorstop or boat anchor? > (One review I read of an HP system said, "Too heavy for > a doorstop, too light for a boat anchor; fortunately, > the software sucks".) We use Adobe Acrobat to scan directly to PDF. Combined cost about $1500. Others have been supportive of the Fujitsu 1420 (?) which is a small footprint duplex color scanner. Also runs about 15 ppm. No flatbed. Cost less than $500. -- Bruce Davidson Cantor, CPA, JD Admitted in Colorado << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#4
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| Catherine White <cgrantNoSpam[at]alum.mit.edu> wrote: - quote - > I'm thinking this year of switching to scanning clients'
This past season we scanned everything from ~1200 clients as> original documents to PDF format to save them. I have a > small practice and am not in the market for a big, fancy > (=pricey) scanner. I've read a number of reviews online, > but would like the opinions of others in the tax field. > Do you scan documents to PDF? If so, what scanner and > software do you use? Do you like it -- or would the > system be better used as a doorstop or boat anchor? > (One review I read of an HP system said, "Too heavy for > a doorstop, too light for a boat anchor; fortunately, > the software sucks".) well as up to 20 years of back records. We used 5 Brother 9700s (~15 ppm), and PaperPort 9.0. The combination has been very satisfactory and quite inexpensive. The Brothers have all performed very well. One thing to watch is that everyone rates scanners on feeder speed. Faster feeders cost more, naturally. But you can use more than one scanner. Our office clerks can operate up to 3 scanners each and labor is a big cost in scanning. We have found that one skilful clerk can scan about 40-50 pages a minute with our system. << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#3
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| Catherine White wrote: - quote - > I'm thinking this year of switching to scanning clients'
I don't have a small practice; nor a large practice either;> original documents to PDF format to save them. I have a > small practice and am not in the market for a big, fancy > (=pricey) scanner. I've read a number of reviews online, > but would like the opinions of others in the tax field. > Do you scan documents to PDF? If so, what scanner and > software do you use? Do you like it -- or would the > system be better used as a doorstop or boat anchor? > (One review I read of an HP system said, "Too heavy for > a doorstop, too light for a boat anchor; fortunately, > the software sucks".) somewhere in between probably. It's rare I keep a copy of any client document in file. Naturally I have to keep W-2, 1099's for efiling clients. Stray paper fits easily in file folders. Copies of tax returns are retained on computer within the software scheme, only maybe printing out page one of 1040, maybe a copy of schedules c,e, for my info and easy accessing. Naw, I won't start scanning. Too much of a hassle. ChEAr$, Harlan Lunsford, EA n LA Mon, 10 Jan 2005 << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#2
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| Catherine White wrote: - quote - > Do you scan documents to PDF? If so, what scanner and
Well, I do, but perhaps not in the conventional way. I use> software do you use? Do you like it -- or would the > system be better used as a doorstop or boat anchor? my scanner for faxing and for making copies as well as storing to disk. For pdf files, I scan into Winfax, then print it to the disk as a pdf. (There are several programs that will do it - I use a free one called cutepdf). - quote - > (One review I read of an HP system said, "Too heavy for
I use a HP scanner - the machine is excellent but the> a doorstop, too light for a boat anchor; fortunately, > the software sucks".) software sucks. Well, not sucks, exactly, but can be a pain until you learn just how to use it after talking to seven or eight tech support people. Mine was working better than it does now until I was forced to "upgrade" the software to the current version. It's now idiot-proof, meaning that what I want to do with it is how harder. Two suggestions that I have, whatever scanner you get: first, if you will regularly be scanning more than a couple of pages at a time, get a document feeder. It's not necessary but, at least for me, it's really a pain without it. Second, look for a scanner bed that takes legal sized documents. Most that I've seen are only 11 inches. I don't see longer papers often, but some people still use them and it won't work with the standard sized bed if you need to scan them. Stu << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#1
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| "Catherine White" <cgrantNoSpam[at]alum.mit.edu> wrote: - quote - > I'm thinking this year of switching to scanning clients'
We started with HP desktops at each workstation - this was a> original documents to PDF format to save them. I have a > small practice and am not in the market for a big, fancy > (=pricey) scanner. I've read a number of reviews online, > but would like the opinions of others in the tax field. > Do you scan documents to PDF? If so, what scanner and > software do you use? Do you like it -- or would the > system be better used as a doorstop or boat anchor? > (One review I read of an HP system said, "Too heavy for > a doorstop, too light for a boat anchor; fortunately, > the software sucks".) mistake. These are OK for small jobs, but are slow and every time a new page starts the scanner takes over the workstation and kicks us out of whatever program we were using. We finally bit the bullet and bought a Fujitsu 4120-C color duplex scanner. This is a small footprint scanner ONLY. It scans about 25 PPM B&W. We bought it off a web site for $787.50 INCLUDING shipping AND a copy of Adobe 6.0 Professional (this was the latest release when we bought the scanner). This has been one of the smartest purchases we've made. I highly recommend it. Gene E. Utterback, EA << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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| Catherine White <cgrantNoSpam[at]alum.mit.edu> wrote: - quote - > I'm thinking this year of switching to scanning clients'
I'm not in the tax business, but do scan personal and> original documents to PDF format to save them. I have a > small practice and am not in the market for a big, fancy > (=pricey) scanner. I've read a number of reviews online, > but would like the opinions of others in the tax field. > Do you scan documents to PDF? If so, what scanner and > software do you use? Do you like it -- or would the > system be better used as a doorstop or boat anchor? > (One review I read of an HP system said, "Too heavy for > a doorstop, too light for a boat anchor; fortunately, > the software sucks".) business documents into PDF files. You can use any scanner together with a PDF print driver if your scanner software does produce PDF files by itself. -- Vic Roberts Replace xxx with vdr in e-mail address. << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#-1
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| I'm thinking this year of switching to scanning clients' original documents to PDF format to save them. I have a small practice and am not in the market for a big, fancy (=pricey) scanner. I've read a number of reviews online, but would like the opinions of others in the tax field. Do you scan documents to PDF? If so, what scanner and software do you use? Do you like it -- or would the system be better used as a doorstop or boat anchor? (One review I read of an HP system said, "Too heavy for a doorstop, too light for a boat anchor; fortunately, the software sucks".) Thanks! Catherine << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
| Tags |
| clients, docs, scanning |
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