Import client using PDF of the previous year's payroll with OCR (Optical Character Recognition) technology
NEW OCR (Optical Character Recognition) tool to import basic information from your customers using the spreadsheet. This OCR tool uses optical recognition technology to scan and extract data from scanned images or PDFs of tax returns, saving you time and reducing the risk of manual data entry errors.
Steps to follow:
1. Enter your Expert Tax portal: portal.experttax.com.
2. Select "Import".
3. Select "PDF".
4. Select the spreadsheet you want to import in PDF format.
5. Validate that the imputed information is correct and that's it!
Note: You should always validate the imported data, as OCR technology is not 100% perfect and may contain errors.