ProSystem fx® Scan Easily organize client source documents
Document preparation has never been this quick and easy. ProSystem fx Scan is the time-saver that lets you take the proverbial "shoebox" of unsorted client information, determine what each item is, then output the documents to a single, organized, and bookmarked PDF – automatically!
Coupled with AutoFlow Technology™ – the process that extracts data from 1040 client source documents to be imported directly into the return – ProSystem fx Scan, ProSystem fx® Tax, and PDFlyer™ will provide a complete paperless 1040 preparation solution for your firm.
Take Scanning Technology to the Next Level
CCH offers the next generation of tax prepartion with AutoFlow Technology, letting your firm:
Extract data from common 1040 source documents.
Facilitate verification of this extracted information.
Allow for real-time import of verified 1040 information directly into ProSystem fx Tax.
Take advantage of increased form identification accuracy, both for extracted and non-extracted documents today!
A Paperless Process
During tax season, professional staff time is at a premium. Shift organization of your 1040 workpapers with ProSystem fx Scan by:
Creating an organized and bookmarked PDF file with minimal administrative support using ProSystem fx Scan. Any firm employee can easily prepare and scan client source documents.
Enhancing your scanned images, making them easier to read.
Taking advantage of PDFlyer, our CPA-designed Acrobat® plug-in, to more efficiently work with your scanned source documents.
CPA Developed, CPA Tested, CPA Proven
Empower your professional staff to get back to doing what they do best – adding value to client services.
Make every client document instantly and simultaneously available to multiple users.
Convert bulky, costly, vulnerable paper file storage to inexpensive, recoverable, secure electronic file storage.
Increase staff productivity by presorting client information and standardizing client files.
Retain client data in the world’s most common, accessible business document format – PDF.
Add PDF Flyer for Even More Power
Designed to emulate the tax preparation workflow process, PDFlyer is a powerful Acrobat® plug-in that lets you efficiently prepare 1040s using multiple PDF files in a paperless environment.
With PDFlyer, you will be able to:
Simultaneously move pages when the associated bookmark is moved, whether that bookmark contains single or multiple pages.
Merge multiple bookmarked PDF files into a single file, combining the contents of common bookmarks.
Effectively work on up to five monitors simultaneously.
Create and attach digital adding machine tapes.
Utilize a set of CPA-specific tickmarks and hyper-linked connectors.
Simple, Efficient and Effective
ProSystem fx Scan provides both administrative and workstation features to increase firm-wide productivity.
Administrative features:
Residing on a server or workstation of your choice, ProSystem fx Scan runs behind the scenes as an unattended service.
ProSystem fx Scan is easily installed. Updates to the forms catalog are available via Internet download.
Provide your systems administrator with a dashboard that allows them to view and manage jobs.
Workstation features:
Workstation tools are installed on the desktop of every employee who prepares client documents for scanning.
Preparing a scan job is fast and easy, requiring only reusable target sheets that can be printed in bulk, and a cover page.
The workstation module allows better management of the end user scanning process by letting users view all scan jobs that are in process.
With ProSystem fx Scan, you can facilitate an organization solution that accommodates your firm’s existing workflow:
After the PDF is created, you can sort the bookmarks to best support your firm’s needs.
Documents are bookmarked and sorted so that information is quickly and easily accessible. No need to hunt for a missing file!
Training and Consulting
Though ProSystem fx Scan is user-friendly, it does have an effect on workflow. Critical decisions about process and quality control are required before launching this phase of your digital office.
To help you maximize your return on investment, the CCH Training & Consulting Team will help determine how ProSystem fx Scan will work best with the processes you currently have in place. Or, we’ll recommend alternatives based on the vast experience we have in working with a multitude of successful firms.
Integration lets your staff spend less time looking for the information they need and more time getting the job done. ProSystem fx Scan integration lets you effortlessly store your client source files and other scanned documents in ProSystem fx Document or ProSystem fx® Document ASP using barcode scanning – ready for instant retrieval.
Similarly, by leveraging AutoFlow Technology, you’ll use integration between ProSystem fx Scan and Tax to dramatically reduce data entry during your 1040 tax preparation. Just scan your clients’ 1040 source documents, and AutoFlow Technology will let you import that data into ProSystem fx Tax. Validation steps will maintain the integrity of your data while your productivity skyrockets!
