Green Tax Service, LLC

Going Paperless
Sounds impossible, huh? Every time you turn around another piece of paper comes your way. However, if you put in place a set of procedures, use the right technology, and stick to the plan, you could soon reduce the amount of paper in your life to almost nothing.

Green Tax Service is challenging ourselves to use less than 2 reams of paper per year (1,000 sheets). This equals roughly 1/8 of an average tree used to make paper. We would like to encourage and help our customers to do the same. We know when you do business with us, that the amount of paper you use will decrease significantly.

How do we do it? By finding vendors that are just as committed as we are to going paperless. Businesses like Xero and Shoeboxed are two great examples. We also follow blogs that have tips on how to go paperless, such as MacSparky and DocumentSnap.

We use software that helps us go paperless such as Hazel, PDFPen, Text Expander, Evernote, Dropbox, Sharefile and Google Drive. Some of these are for Windows or Mac and some are just for the Mac. A lot of these applications have complementary applications for iPhone, iPad and Android devices. My focus is on using software developed for the Mac, but I can help those using Windows as well.
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PDF is our chosen format for all digital documents, especially scanned items. Utilizing optical character recognition (OCR) technology built into the Fujitsu ScanSnap scanner you will have a searchable database of your electronic document archive that will work on virtually all platforms. If you use a Mac at home, Windows at the office and an Android phone on the go, you will have access to your documents.

When I prepare your tax return you can rest assured that the amount of paper used will be significantly lower. It makes good environmental sense. If you are satisfied with your current tax services provider, but still want help with designing and implementing a paperless workflow, give me a call or sign up for a seminar.