Scan import routing
Intake Center
Operational intake hub for routing receipts, pay stubs, bank statements, side-hustle client docs, support issues, screenshots, and tax files to the correct workspace.
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Scan Import Center
Route documents into the correct BellPath workspace.
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Taxes
Tax Center
Send receipts, statements, and deduction docs to tax prep.
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Support
Support Control
Turn customer screenshots or issues into support records.
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Vault
Document Vault
Store future private records and customer-safe documents.
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Operating checklist
| Intake type | Route | Action |
|---|---|---|
| Receipt | Tax Center | Categorize and attach to monthly tax pack. |
| Customer issue | Support Control | Create ticket and next action. |
| Statement | Reports Center | Route to revenue/expense analysis. |
| Legal/work rights doc | Compass / Work Records | Route to Compass or grievance flow. |