ProSystem fx® Scan

Eliminate headaches by quickly scanning and organizing source documents and automatically transferring data.

When you become a ProSystem fx Scan user, that unorganized box of client receipts, invoices and tax papers that used to give you headaches will lose all of its stress, allowing you to work smarter — and more profitably. Read More
Details
Increase the profitability of your tax preparation work. 
Using ProSystem fx Scan, any firm employee can easily prepare and scan client source documents. In no time at all, the scanned source documents and 1040 workpapers will be automatically sorted and converted into one comprehensive PDF — organized, bookmarked and ready to seamlessly flow into a 1040 tax return in ProSystem fx Tax. Your professional time is freed for more productive use. 

Eliminate the headaches and hassles of paper files. 
ProSystem fx Scan automates the time-consuming tasks of gathering, extracting, organizing and bookmarking tax data from scanned source documents, making it easy to export and populate that data into ProSystem fx Tax. Your tax preparation process will be easier, more efficient and headache-free. 

Benefit from a faster, easier and more productive 1040 process. 
Coupled with AutoFlow Technology™ — the process that extracts data from 1040 client source documents to be imported into the return — ProSystem fx Scan, ProSystem fx Tax, and PDFlyer™ will provide a complete digital 1040 preparation solution for your firm. 

Enhance the security of your clients’ personal information. 
Scan lets you convert from bulky, costly, vulnerable paper file storage to inexpensive, recoverable, secure electronic files. You’ll increase your peace of mind knowing clients’ records are organized, accessible and secure. 

Enjoy a quick return on investment. 
Scan is easy to learn and use; non-professional staff are quickly trained, allowing you to concentrate on value-added services. With the hours you’ll save, you can realize ROI in a very short time.
AutoFlow Technology™ speeds data import.

Once all source documents are scanned and the PDF file is created, you can store it electronically for later use or take advantage of another built-in feature — AutoFlow Technology.  With AutoFlow, you can extract data from scanned, common 1040 client source documents and import them directly into ProSystem fx Tax. This process lets you:

  • Extract detailed Gain and Loss statement information to a pre-configured spreadsheet for easy reconciliation and import.
  • Facilitate verification of extracted information. Validation steps maintain the integrity of your data.
  • Take advantage of increased form identification accuracy, both for extracted and non-extracted documents.
For even more document control, add PDFlyer™.

Designed to emulate the tax preparation workflow process, PDFlyer is a powerful Acrobat® plug-in that lets you efficiently prepare 1040s using document imaging along with multiple PDF files in a paperless environment. With PDFlyer, you’ll be able to:

  • Simultaneously move pages when the associated bookmark is moved, whether that bookmark contains a single document scan or multiple pages.
  • Merge multiple bookmarked PDF files into a single file, combining the contents of common bookmarks.
  • Use up to five monitors simultaneously.
  • Create and attach digital adding machine tapes.
  • Use a set of CPA-specific tick marks and hyperlinked connectors.

Integration with other Wolters Kluwer, CCH solutions lets your staff spend less time looking for the information they need and more time getting the job done. The combination of Scan, Tax and PDFlyer™ provides a completely paperless 1040 preparation solution for your firm, taking source documents, document scan and document imaging to a whole new level.

In addition, Scan integration with ProSystem fx Document allows you to effortlessly store your client source document files and other scanned documents using barcode scanning – ready for instant retrieval. New right-click functionality makes saving scanned files to ProSystem fx Document even easier.

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TESTIMONIALS

ProSystem fx Programs - "They integrate perfectly"

"We are very happy with the entire (ProSystem fx) suite of programs ... we use most of the programs. They integrate perfectly and make our life easy!"

-Phil Juravel, CPA, Juravel & Company, LLC 

ProSystem fx Scan - Versatile; "An amazing solution for going paperless"

"We have found [ProSystem fx Scan] to be an amazing solution for going paperless. We are a very small firm and by using Scan we have increased our productivity and saved time and money over the long haul of tax season. The ease of use, amazing customer support and training have allowed us to exploit the accuracy of ProSystem fx Scan."

-Susan Rosenstock, Weinberg & Company P.C.

2013 Best Practices Submission: ProSystem fx Scan - Improves efficiency of tax return preparers

"The paperless Scan files, complete with bookmarks, have allowed the preparers to spend their time proofing the returns and the reviewers to concentrate on the big picture instead of detailed ticking and tying."

-Sara Gould, Director, DMLO CPAs

2012
"Very versatile and professional software program. Customer support awesome. Never considered changing this program."
-Phil 
-Phil 
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Training and Consulting

ProSystem fx Scan with AutoFlow technology can be a powerful tool since it will save the firm time and money. Learn the details of each AutoFlow step to streamline the import process and avoid the pitfalls that can waste time.

Course Objectives

  • Import data from supported forms using AutoFlow.
  • Identify 1040 clients that will be the best candidates for performing AutoFlow.
  • Understand the complete AutoFlow process to perform the steps in an efficient manner.

Who Should Attend?

  • Scan Champions Team and all staff new to ProSystem fx Scan with AutoFlow who will be involved in the preparation and review portion of the ProSystem fx Scan with AutoFlow process.

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • On-site or Web-based, Single-client Training
  • Web-based, Multi-client Training (MTS)
  • Read Policies

Recommended CPE

  • CPE certificate included [Up to 15 (1-on-1)]
  • 1 per attendee (MTS)
  • Taxes – 2 Credits

Register Now

  • On-site or Web-based
  • Single-client Training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Designed to help ensure your ProSystem fx Scan implementation is on track, our knowledgeable consultants guide firm implementation leaders/champions through important considerations necessary to progress further into the paperless preparation arena. This session will provide the Champions Team with a thorough understanding of how the ProSystem fx Scan application can best fit in your environment. We will look at how you are using the program since the start of your implementation. Our consultants will use their experience to make recommendations for a more efficient process.

Course Objectives

  • Understand the various components of your paperless preparation process.
  • Understand the options for moving forward and efficiencies that can be gained.
  • Implement the PDFlyer tools and take control over the electronic workpapers.
  • Optimize your firm’s paperless 1040 workflow.

Who Should Attend?

Scan Champions Team – this team is responsible for implementation and/or ongoing management of ProSystem fx Scan and should include representation from each department in the firm that is involved in the process.

Program Information

  • Prerequisites: ProSystem fx Scan Fundamentals course and experience using ProSystem fx Scan
  • Program Level: Basic
  • Advanced Preparation: None
  • On-site or Web-based, Single-client Training
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Taxes – 2 Credits

Register Now

  • On-site or Web-based
  • Single-client Training (1-on-1)

Contact Us to Register >

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.

Note: MANDATORY for Scan purchases.

Course Objectives

  • Understand installation procedures and issues.
  • Review hardware and software requirements.
  • Optimize scanner and application setting.
  • Review the file storage, file sharing and security requirements (including the Citrix/Terminal Server).
  • Test application to ensure proper functionality in installed environment.

Who Should Attend?

Program Information

  • Prerequisites: None
  • Advanced Preparation: None
  • On-site or Web-based, Single-client Training
  • Read Policies

Recommended CPE

  • No CPE certificates

Contact Us to Register >

Understanding how to effectively navigate and mark up the bookmarked PDF produced by the ProSystem fx Scan product is critical to the paperless 1040 process. End-users will learn how to maximize productivity by using the PDFlyer™ toolbars integrated into Adobe® Acrobat.

Course Objectives

  • Understand how ProSystem fx Scan will transform the individual tax process.
  • Efficient use of the PDFlyer functions, for the preparer and the reviewer.
  • Understand the process of adding additional electronic workpapers.

Who Should Attend?

  • All staff new to ProSystem fx Scan who will be involved in the preparation and review portion of the ProSystem fx Scan process.

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • On-site or Web-based, Single-client Training
  • Web-based, Multi-client Training (MTS)
  • Read Policies

Recommended CPE

  • CPE certificate included [Up to 15 (1-on-1)]
  • 1 per attendee 
  • Taxes – 2 Credits

Register Now

  • On-site or Web-based
  • Single-client Training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign-Up Now >

Learn the critical ProSystem fx Scan processes required to successfully launch your office into the next phase of being paperless. This session will provide you with a solid understanding of the ProSystem fx Scan application and integral PDFlyer™ tools. We will provide Best Practice ideas that can be used to create specific workflow and best practices for your firm.

Course Objectives

  • Understand the various components of ProSystem fx Scan for a complete overview of the scanning workflow
  • Comprehend the digital conversion process and understand the necessary steps required by Scan for scanning 1040 source documents
  • Use the PDFlyer tools and take control over the electronic workpapers
  • Understand the best practices recommended for a successful transition to paperless 1040 workflow

Who Should Attend?

  • All staff new to ProSystem fx Scan who will be participating in the entire ProSystem fx Scan process, from digital conversion to preparation and review.

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Web-based, Multi-client Training (MTS)
  • Read Policies

Recommended CPE

  • CPE certificate included 
  • 1 per attendee (MTS)
  • Taxes – 3 Credits

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Learn the critical ProSystem fx Scan processes required to successfully launch your office into the next phase of being paperless. This session will provide the Champions Team with a solid understanding of the ProSystem fx Scan application. We will also begin to set the foundation for a successful implementation by assisting the Champions Team with creating an implementation plan and developing an efficient workflow to incorporate Scan into your 1040 processes.

Course Objectives

  • Understand the various components of ProSystem fx Scan for a complete overview of the scanning workflow.
  • Comprehend the digital conversion process and understand the necessary steps required by ProSystem fx Scan for scanning 1040 source documents.
  • Understand the PDFlyer™ tools and take control over the electronic workpapers.
  • Design an implementation plan that helps your firm make a successful transition to paperless 1040 workflow.

Who Should Attend?

Scan Champions Team – this team is responsible for implementation and/or ongoing management of ProSystem fx Scan and should include representation from each department in the firm that will be involved in the process, from digital conversion to preparation and review.

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: NoneAdvanced Preparation: None
  • On-site or Web-based, Single-client Training
  • Read Policies

Recommended CPE

  • CPE certificate included [Up to 15 (1-on-1)]
  • Taxes – 4 Credits

Contact Us to Register >

Learn the critical steps necessary for an efficient digital conversion process of 1040 source documents using ProSystem fx Scan. End users will learn what the product is doing behind the scenes, from when a client's documents are put into the scanner through the automatic document conversion and the final product which is the bookmarked PDF.

Course Objectives

  • Perform the digital conversion process including document preparation, scanning and quality control.
  • Understand the components and workflow of ProSystem fx Scan.
  • Manage scanner settings

Who Should Attend?

  • All staff new to ProSystem fx Scan who will be involved in the digital conversion portion of the ProSystem fx Scan process.

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • On-site or Web-based, Single-client Training
  • Web-based, Multi-client Training (MTS)
  • Read Policies

Recommended CPE

  • CPE certificate included
  • 1 per attendee (MTS)
  • Taxes – 2 credits

Register Now

  • On-site or Web-based
  • Single-client Training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

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