Accounting Document Scanning for CPA Firms
ArchiveBridge digitizes your client archive onsite across Southern California and delivers every return back into Karbon, TaxDome, or Canopy. Records come back searchable from your desk, and your files never leave the office.
Every client's history at your fingertips. Prior returns, statements, and workpapers searchable from your firm software. No more pulling boxes during tax season or audit season.
01Tax returns and supporting documents
02W-2s, 1099s, K-1s
03Financial statements
04Engagement letters
05IRS correspondence
06Audit workpapers
07Client records and ledgers
We handle every step.
01
We scan onsite
Our operator arrives at your office with everything needed. Your physical files never leave the building. We work in a room you designate, on a computer you provide. Every page is captured and run through our processing pipeline, which reads the text, identifies the document type, and pulls out client names and dates.
02
We organize and tag
Every document is indexed and tagged. Sorted by client, document type, and date. Anything unclear is flagged for a real person to review before delivery.
03
Delivered into your software
Your records land in your firm software, attached to the right clients, with the right tags and dates. Searchable, organized, ready the moment we leave.
Delivered where your team already looks.
01Karbon
02TaxDome
03Canopy
04QuickBooks Online Accountant
05Financial Cents
Don't see your software? We probably still support it. Tell us what you use when you request a quote.
The benefits are obvious. Here's why ArchiveBridge is the right way to do it.
Onsite, always
Your physical files never leave your office. We work inside your practice for the few days it takes, then we leave.
Into your software
Records show up where your team already looks for them. No second system to learn. No new login for staff.
Indexed and tagged
Every document tagged by client, type, and date. Find anything in seconds. No manual sorting on your end.
Compliance built in
HIPAA, GLBA, ABA, and California rules covered. Right agreement signed before we start.
Compliance you can hand to your lawyer.
GLBA compliant. Service Provider Agreement signed before we start. Our Written Information Security Program aligns with IRS Publication 4557. Our systems wipe your data right after delivery.
Document scanning services for accounting firms.
3. Deliver
Into the system your team already uses.