DataScan helps you learn more about your clients, respond quickly to new or changing tax laws, and provide fast, personalized service to clients with specific needs. DataScan lets you search your client database for all types of information using the criteria of your choice.
Search for clients affected by tax law changes, particular client profile information or client history. Build and save customized searches using simple words and phrases. Take full advantage of the opportunities hidden in this information by generating a wide range of analytical reports, lists, and mailing labels.
- Respond quickly to new or changing tax laws
- Provide fast, personalized service
- Identify opportunities hidden in your client information
Automate every step of the tax prep process
Explore the AI-enabled digital tax workflow
Leveraging AI-based technologies like computer vision and machine learning in a digital tax workflow reduces data entry and other inefficient manual processes. AI-enabled tax features include automated data ingestion, smart scanning, grouping patterns and predictive suggestions.