I have 2 scanners I use. 1 is the Fujitsu ScanSnap ix500 which has a DoxCycle link and then I have a Brother ADS-3600W which scans directly from DoxCycle.
I Scan direct from DoxCycle with HP Scanjet Pro 2500 f1.
I also use monitored folder for when I clients upload to my portal and it is downloaded to a folder on my hard drive.
Scansnap on PC; transfer copy to a specific folder on remote Azure server. Import to DC. (I do not do ANY tax work on a local machine.)
The SINGLE BIGGEST PROBLEM is that DC does NOT retain the folder name from use to use and I have to browse to the import folder every single time. Fix this and Iām a happy camper.
Ohā¦and a setting to āignore permanentlyā photos which donāt meet āCRA standardsā. Personally I donāt careā¦thatās their problem. (I did, once, look up those standards and they are SO dense as to be incomprehensible to a normal individual, so I simply ignore them. Reproducible and readable is fine.)
@SmallBizGuy Are you setting the folder path in the Options for the Shared folder and it is not sticking for you there or are you running into this in some other place?
@jimt Yes, you can drop other pdf docs into the monitored folder when you get them from your clients. Given that clients may not pay attention to the resolution and file size you will need to keep an eye on the files you are dropping in using this method to ensure that DoxCycle performance is not hindered.
I scan everything into DoxCycle that relates to a client file, that way if I need to access something it is all together with the TaxCycle file. My Fujitsu ScanSnap ix500 is older but still works great for any type of document.
We use our scansnap to scan to a folder on the pc and then we drag/drop/import from there. Unfortunately DoxCycle isnāt great at sorting or keeping things together so it take a lot of manual work and time to get a DoxCycle file correctly put together, labeled, etc