Fewer missing-document chases
Clients can bring in receipts and invoices by phone, file upload, or supported Gmail attachment capture throughout the year.
FOR CPAS
Get client records with the supporting documents still attached.
Scan-Pap helps small-business clients organize receipts, invoices, bills, checks, payment proof, and bank statement support before the records reach CPA review.
Human-confirmed records
Extracted amounts, dates, vendors, categories, and tax years stay reviewable before they become saved transactions.
Proof behind the number
Source files remain attached so a transaction can be traced back to the receipt, invoice, bill, check, or payment proof.
Bank statement document coverage
Review imported bank rows, identify transactions that need support, attach saved documents, or mark proof that is not needed.
CPA-ready exports
Create filtered PDF or Excel reports and accounting-ready CSV exports for downstream review and import mapping.
Customer separation
Keep documents, transactions, reports, and statement activity organized by customer instead of mixing client paperwork.
Designed to assist, not decide
Scan-Pap reduces data entry and document searching while preserving human approval and professional accounting judgment.
Scan-Pap for CPAs FAQ
How does Scan-Pap help CPAs?
It helps clients collect financial documents, review extracted fields, and keep source proof attached before CPA review.
Can records be exported?
Yes. Scan-Pap includes PDF, Excel, and accounting-ready CSV workflows for reviewed records.
Does Scan-Pap replace accounting judgment?
No. It organizes documents and extracted records while keeping human review in the workflow.