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!
Now, CCH is bringing the next generation of Scan to the tax professional: ProSystem fx Scan v4.0 with AutoFlow Technology.
New AutoFlow functionality in ProSystem fx Scan v4.0 will allow users to:
Extract information from selected scanned source documents used to prepare Forms 1040.
Facilitate verification of the accuracy of this extracted information.
Upon the release of this next version of ProSystem fx Scan, the combination of ProSystem fx Scan, AutoFlow Technology, ProSystem fx Tax, and PDFlyer offers you the complete paperless 1040 preparation solution.
You'll also find that ProSystem fx Scan delivers:
A simple process for scanning and preparing documents that lets your administrative staff take on the task.
Increased staff productivity thanks to presorted client information, standardized client files, and reduced data entry.
Clean scanned images, better-managed grayscale, and sharp lines for effortless form recognition.
Intuitive search functionality that lets you find any PDF that was scanned using ProSystem fx Scan.
A PDFlyer™ Acrobat® plug-in for easy on-screen review of your client's PDF file.
Simplify the process you use to organize your client source documents with ProSystem fx Scan:
Create a bookmarked PDf of client source documents with minimal administrative support using ProSystem fx Scan's state-of-the-art technology from EMC/Captiva.
Make client documents instantly, simultaneously available to multiple users while converting bulky, costly, vulnerable paper file storage to secure, recoverable electronic storage.
Unlike other scan programs, you are not required to classify client documents before scanning them – ProSystem fx Scan identifies the information for you!
Retain client data in the world’s most common, accessible, and secure business document format – PDF.
Add PDFlyer for even more benefits:
Automatically move pages when the associated bookmark is moved, whether single or multiple pages.
Dynamically size and organize documents on dual monitor workstations.
Rotate a single page at the push of a button from the main Acrobat® window.
Standardize connectors and tickmarks to add consistency to your workpapers.
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 quickly and easily accessible. No need to hunt for a missing file!
Though ProSystem fx Scan is user-friendly, it will affect your firm's workflow. The CCH Training & Consulting Team will help determine how ProSystem fx Scan can work best for you with the processes you currently have in place, so you can maximize your return on investment.
ProSystem fx Scan Integration
At CCH, integration refers to shared data that reduces redundant manual data entry for your staff. ProSystem fx Scan integration:
Provides a seamless flow of data into ProSystem fx Document for automatic inclusion of scanned information in your document management system.
Facilitates completion of tax returns through use of scanned client documents in ProSystem fx Tax.
