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Ratings and Reviews 1 Rating
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What is Scan123?
Scan123 provides an efficient, user-friendly, and secure solution for converting all your physical documents, PDFs, and other digital files into a searchable platform tailored for team collaboration. This service ensures that finding any document is accomplished in just seconds, allowing you to shift your focus from rummaging through storage boxes and filing cabinets to growing your business and improving customer service. If your office is cluttered with old paperwork, Scan123 makes it easy to convert those materials into secure digital formats—simply scan and dispose of the originals! It's genuinely that simple. The system guarantees that your files reside in a protected digital space and adheres to SOC 2 and HIPAA standards, shielding your documents from potential threats like fire, flooding, theft, and ransomware attacks. In case any challenges arise, recovering your files is as easy as submitting a backup request. Furthermore, you can conveniently access your documents from any device with just a click, ensuring they are at your fingertips wherever you are—be it at home, in another office, or traveling overseas—as long as you have internet access. By utilizing Scan123, you can manage your documents with unprecedented ease and security, transforming the way you handle information in the digital age. This innovative approach not only streamlines your workflow but also fosters a more productive environment for your team.
What is ATOM?
The era of lost client files is behind us, freeing you from the frustration of sifting through chaotic folders for hours on end. Now, client information is neatly arranged in a centralized system, which boosts your team's productivity and positively impacts your company's bottom line. You have the ability to customize workflows to suit your diverse business requirements, whether for tax preparation, bookkeeping, IRS resolution, or financial planning. By choosing electronic storage solutions, you will greatly reduce your reliance on paper and toner, while simultaneously ensuring that both your staff and clients can access files with ease at the click of a button. This is not just any typical Client Portal; ATOM elevates the concept of document sharing to a whole new level. Clients have the ability to send messages, book appointments, process payments, track the progress of their tax returns, and much more, all from the convenience of their mobile devices. ATOM facilitates the secure storage of documents and digital notes online, providing instant access from any location at any time. This forward-thinking method not only optimizes your operations but also builds stronger relationships with clients by offering them exceptional accessibility and service, ultimately fostering loyalty and trust. Your business can thrive in this seamless digital environment, paving the way for future growth and success.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
$349 per month
Free Trial Offered?
Free Version
Pricing Information
$149 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Scan123
Date Founded
1996
Company Location
United States
Company Website
www.scan123.com
Company Facts
Organization Name
Automated Tax Office Manager
Company Location
United States
Company Website
www.atomanager.com
Categories and Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Categories and Features
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management