Objectives

• Consulting designed to help your firm make a successful transition to a paperless workflow by providing the missing link between the functional features of ProSystem fx Scan and the application of these functions. Our knowledgeable consultants work closely with your firm to understand your current workflow and help you make the decisions necessary to transition your workflow to fit into a paperless model.  The resulting redesigned workflow will lead to increased efficiency for preparers and reviewers of 1040 workpapers, possibly cutting back on some of those long mundane workdays during tax season.  This course will benefit both new and existing customers alike.

Topics

• Create an implementation team and conversion plan
• Create a Document and Data Management policy
• Review technology (hardware and software)
• Create a customized workflow from receiving and scanning the workpapers through releasing the tax return

Attendees

• Scan Champions Team

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(class format(s) listed below)

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• Business Management & Organization-4 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies
• Basic Adobe Acrobat knowledge
• Adobe Acrobat version 8 or 9

Objectives

• A well informed IT department is essential for a successful implementation of ProSystem fx Scan.  Learn how to properly install, maintain and support this product.

Topics

• Fitting ProSystem fx Scan into your network environment
• Understanding installation procedures and configuration settings
• Ensuring inclusion of hardware and software requirements 
• Optimize the settings on the scanner and the application
• Understanding file storage, file sharing and security requirements (including the Citrix/Terminal Server) 
• End-to-end testing of the scanning solution (ensuring the application is ready for use during consulting and end-user training)

Attendees

• IT personnel

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(class format(s) listed below)

CPE

• No CPE certificate(s)

Prerequisites

• Read Policies
• Adobe Acrobat Essentials course
• Adobe Acrobat version 8 or 9