Outsourced Accounting and Outsourced Tax Preparation

ProSystem fx® Outsource
Leverage outsourcing to expand your business and enhance your staff's quality of life.

Cut Costs and Increase Productivity

ProSystem fx® Outsource helps you cut costs at your firm by up to 60%. This onshore and/or offshore service simplifies your firm's tax return processing operations by leveraging highly trained tax professionals. With ProSystem fx Outsource you will be able to:

Increase morale and productivity among staff by reducing long work hours and weekend staffing requirements.
Reduce or eliminate peak season overtime costs.
Refocus your staff on higher-value tasks.
Convert the variable cost of tax preparation to a fixed cost.
Get faster turnaround times on returns by leveraging time zone differences.
Improve your document management processes.

As a trusted provider of the Service Bureau tax return processing for more than 45 years, CCH® has mastered the intricate details required to deliver an efficient, accurate and secure outsourcing solution for you. Take advantage of the same opportunities that the Big 4 have had in place for years!

Interactive Brochure
Explore the ProSystem fx Suite interactive brochure

Real-time Tracking

One of ProSystem fx Outsource’s most popular features is the Web-based Outsource Status system. This system allows you to conveniently view an entire tax return online. Additionally, you can query and generate status reports regarding all submitted tax returns whenever convenient, allowing you to stay involved every step of the way. All quieries are available in real-time, so you always know the current status of your clients' tax returns.

Electronic Document Storage

Another popular feature of ProSystem fx Outsource is electronic document storage, which eliminates the hassle of having to store paper copies. Instead, Outsource gives you organized, bookmarked files that are conveniently accessible from the tax return. These files contain:

All scanned images.
Preparer and reviewer tickmarks.
Review notes.
Reconciliation statements.

You’ll be able to reduce your review time significantly thanks to these easy-to-use, paperless review tools. Outsourced tax preparation and outsourced accounting was never this simple.

A Bookmarking Only service (without the tax preparation) is also available.

The Highest Level of Security

Your scanned documents and organizers are safe and secure with ProSystem fx Outsource thanks to128-bit encryption and Secured Socket Layering.

SSNs within a tax return are masked and/or redacted when a return is submitted and reversed when they are back on the client's system.

A Strong Partnership You Can Count On

We'll coordinate the outsourcing workflow process for you, leaving you more time to serve your clients and build your practice. And CCH has tools available to help you comply with IRS regulation 7216.

To give you the highest quality tax preparation service, our vendors maintain:

The same comprehensive non-disclosure agreements as CCH personnel.
A fully trained staff experienced with ProSystem fx^® Tax.
Extensive and continuing training on all the latest federal and state tax laws and codes.
A high-level final review process.

Integration with ProSystem fx® Tax

ProSystem fx Outsource is completely integrated with ProSystem fx® Tax, streamlining your outsourced tax preparation and outsourced accounting efforts and greatly reducing any learning curve. Our exclusive Outsource Wizard conveniently bundles selected tax returns and source documents.

Here’s how it works:

Simply scan your “shoebox” of source documents and/or Organizers into electronic files.
These scanned documents, along with your current and prior year tax return data, are then compressed and transmitted to the CCH Outsource Center. Secured socket layering ensures data is always kept private and confidential.
Upon completion, the tax return, bookmarked workpapers, reviewer/preparer notes, and reconciliation statements are compressed, encrypted, and relayed back to your office from the CCH Outsource Center.
The result is a prepared, return ready for your final review. That’s all there is to it!

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