CCH® ProSystem fx® Scan and AutoFlow Technology

Create an organized and bookmarked PDF workpaper file with minimal up-front effort. Any firm employee can take on this task to easily prepare and scan client source documents. In addition, CCH ProSystem fx Scan will enhance your scanned images, making them easier to review. You can also utilize CCH ProSystem fx PDFlyer to work with your scanned source documents for efficient tax return preparation and review.

AutoFlow starts by extracting client source document data from common 1040 and 1041 source documents. It then facilitates the validation of the extracted information before importing it directly into either the CCH® ProSystem fx® Tax on-premise software or CCH Axcess™ Tax cloud-based solution. You can even extract detailed Gain and Loss statement information to a preconfigured spreadsheet for easy reconciliation.

The AutoFlow Wizard makes linking extracted source documents to the correct tax return easy by automatically matching current year source documents with prior year pro forma data. It also provides a list of missing documents so that you can let the client know what they still need to provide. And finally, the Wizard will attach the appropriate Gain and Loss statement pages to the return via a separate bookmarked PDF file.