Accounting and Financial Document Scanning

Managing tax records, accounting, and finance documents with digitization services.

Whether you are a mortgage lender, accountant or banker, Didlake Imaging makes it easy to manage contract and information lifecycles. Scanning financial and accounting documents to digital makes rigorous retention periods and records management easy.

Streamline workflows, and save time and money by converting accounting and finance documents to PDF formats.

Document Management for Accountants

Professional document management is important for accountants since they routinely handle sensitive information and follow retention guidelines. Keeping sensitive information safe and secure is critical. Document imaging and management services ensure your information is confidential and enables your department to operate efficiently.

How Document Management Services Work


Streamlining Financial Workspaces with OCR Search

Digital transformation gives you the power to streamline financial workspaces. Optical character recognition (OCR) software allows documents to be keyword searchable, editable, or restricted when combined with any document management software. Didlake Imaging can customize your index points by date, invoice number, or account number.

Outsourcing to a document imaging company is a good investment for your business. As more and more clients request electronic records, outsourcing will improve your client relations, keep their data safe, and free up your time to seek additional clients. OCR technology gives you the added security of document redaction providing an extra level of file security.

Types of Financial Documents We Scan

Financial documents handle complex information often stored in antiquated paper formats. We can help archive data to cloud storage, where you get consistent backups of the following types of documents, including:

  • Invoices
  • Payroll documents
  • Annual reports
  • Accounts payable
  • Audit Worksheets
  • Tax Forms
  • Proxy Statements
  • Evidential Documents
  • Source Documents
  • Advisory Letters
  • Mortgage Loan Documents

Our digital mailroom services allow for your financial firm’s mail to be scanned too!

Cut Department Costs When You Go Paperless

No one values your organization’s financial information more than your accounting and finance department. Our innovative solutions enable you to cut costs when you go paperless.

Traditional document management costs you more than you realize. We provide your team with the tools to automate workflow processes and maintain online access to your records. Digital backups of all paperwork let your company function well while:

  • Keeping track of purchase orders, invoices, reports, and account documents
  • Following industry standards and regulations
  • Accessing files from anywhere
  • Eliminating offsite storage costs and reclaiming space

Never deal with missing files again. Our solutions are tailored to meet your requirements for managing critical records. Request a free sample scan to get started.

Request A Free Sample Scan