Objectives

• The revolutionary AutoFlow Wizard will decrease the amount of preparation time required for tax returns since we extract the numbers from the source documents and match them against existing data or create new entries directly in ProSystem fx Tax.  AutoFlow technology will change the way your firm prepares individual tax returns.  During this session, learn the details of implementing the AutoFlow into your firm effectively.

Topics

• Detailed walk though of the AutoFlow technology, using ProSystem fx Scan to extract data and import directly into ProSystem fx Tax:
  • Learn the tax forms supported by AutoFlow, and determine which clients make the best candidates for the AutoFlow process.
  • Review the annotated PDF files to display the import results.
  • Review the AutoFlow Diagnostics.
  • Scan 5.0 and ProSystem fx Tax are required for AutoFlow.
• Workflow options to incorporate AutoFlow into your firm
• Set up and configuration of the AutoFlow options

Attendees

• Scan Champions Team
• CPE included for 1 attendee; additional certificates available $50 per person

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
• General Taxation - 1 hour

Prerequisites

• Read Policies

Objectives

• Learn the critical processes and efficiency tools required to successfully launch your office into the next phase of being paperless. With a complete understanding of the effects ProSystem fx Scan will have on your workflow and processes, your Champions Team can begin to make informed decisions to update your current workflow processes to fit the paperless model. Begin with Scan Operator Fundamentals and learn what's happening behind the scenes, from when your clients' documents are put into the scanner - to the automatic document conversion - to a bookmarked PDF. Then follow with Professional Associates Fundamentals and maximize your productivity using the PDFlyer toolbar that is integrated into Adobe® Acrobat.

Topics

• Discussed during IT Evaluation:
  • Review your current hardware, computers and scanners
  • Review the System Requirements and determine your firm’s scanning needs
  • Tips for maximizing ProSystem fx Scan in your office
  • Tips for selecting a new scanner and/or optimizing your current scanner
• Discussed during Scan Operator Fundamentals:
  • A detailed look at the digital conversion process including document preparation, scanning, and quality control
  • Understanding the components and workflow of ProSystem fx Scan
  • Scanner settings and tips
  • Best practices considerations for implementing ProSystem fx Scan into your tax workflow
• Discussed during Professional Associates Fundamentals:
  • Understanding how ProSystem fx Scan will transform the individual tax process
  • Detailed analysis of the PDFlyer functions, for the preparer and the reviewer
  • Understanding the process of adding additional electronic workpapers
  • Best Practice considerations for implementing the PDFlyer and Adobe Acrobat into your electronic tax preparation and review processes

Attendees

• Scan champions team

Register Now(class format(s) listed below)

CPE

• CPE certificate(s) included
  • Up to 15
• General Taxation-4 credits (upon completion of Scan Operators and Professional Associates courses)
• $50 per additional CPE certificate requested

Prerequisites

• Read Policies

Objectives

• Learn the topics important to everyone using the Scan product that were taught to the firm's Champions Team during the mandatory Scan Operator Fundamentals course. End-users will learn what the product is doing behind the scenes, from when a client's documents are put into the scanner - to the automatic document conversion - to a bookmarked PDF.

Topics

• A detailed look at the digital conversion process including document preparation, scanning, and quality control
• Understanding the components and workflow of ProSystem fx Scan
• Scanner settings and tips

Attendees

• End-users new to Scan

Register Now(class format(s) listed below)

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• General Taxation-2 hours
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• Learn the topics important to everyone using the Scan product that were taught to the firm's champions team during the mandatory Professional Associates Fundamentals course. End-users will learn how to maximize productivity by using the PDFlyer toolbar that is integrated into Adobe® Acrobat.

Topics

• Understanding how ProSystem fx Scan will transform the individual tax process
• Detailed analysis of the PDFlyer functions, for the preparer and the reviewer
• Understanding the process of adding additional electronic workpapers

Attendees

• End-users new to Scan

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• General Taxation-2 hours
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• Take a detailed look into the exciting world of AutoFlow
• These sessions will review enhancements that will benefit every firm as well as perform a detailed look into the exciting world of AutoFlow, an essential component to enhanced tax workflow. The revolutionary AutoFlow Wizard will decrease the amount of preparation time required for tax returns since we extract the numbers from the source documents and match them against existing data or create new entries directly in ProSystem fx Tax.

Topics

• Review options in the ProSystem fx Scan Administrator module that will enhance the bookmarks created by Scan and assist professional staff for an efficient on-screen review of the PDF file.
• Detailed walk though of the AutoFlow technology, using ProSystem fx Scan to extract data and import directly into ProSystem fx Tax.
  • Added AutoFlow Forms:
    • K-1 1065
    • K-1 1120S
    • K-1 1041
    • Combined Brokerage Statements
  • Annotated PDF files to display the import results
  • AutoFlow Diagnostics
  • Scan 5.0 and ProSystem fx Tax are required for AutoFlow.

Attendees

• Scan Champions Team

Register Now
(class format(s) listed below)

CPE

• None

Prerequisites

• Read Policies