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ProSystem fx® PDFlyer™


Reach a new level of productivity with your digital audit preparation system with ProSystem fx® PDFlyer™.

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Explore the features and facets of ProSystem fx® PDFlyer™

The Basics:

 Learn more about how this product can help your business

During busy season, professional staff time is at a premium. Leverage the latest technology with ProSystem fx® PDFlyer™. Designed to facilitate the audit preparation workflow process, this unique tool is a powerful Adobe® Acrobat® plug-in that lets you efficiently prepare audits using multiple PDF files in a paperless environment.

NOTE: PDFlyer is compatible with Adobe® Acrobat® Standard or Professional, version 7 or higher. It cannot be used with Adobe® Reader.

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The Features:

 Learn about additional features that can enhance your productivity.

ProSystem fx® PDFlyer™ allows you to customize Adobe® Acrobat® with user-friendly features, including:

  • File Merging Capabilities – Combine multiple bookmarked PDF files into a single file, merging the contents of common bookmarks.
  • The Calculator – Create and attach digital adding machine tapes.
  • Tickmarks – Add workpaper consistency with CPA-specific tickmarks. Plus, new ProSystem fx® Engagement tickmarks give Engagement users the ability to markup PDF files consistent with Word® and Excel® documents.
  • Hyper-Linked Connectors – Quickly reference common items within a document and effortlessly move back and forth between them.
  • Status Stamp – Easily include sign-offs to a document. Status Stamp functionality allows you to insert a stamp containing user-defined text, as well as the current date and time. You also have the option of color coding the edge of the page and its associated bookmark if desired. This functionality lets you know at a glance that a particular page or group of pages have been worked on or reviewed, and by whom.
  • User Stamps – Create custom stamps with any image that can be opened in Acrobat®.

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The Benefits:

 See how you will streamline your audit workflow.

ProSystem fx® PDFlyer™ provides numerous time-saving features, including:

  • Simultaneously move pages when the associated bookmark is moved, whether that bookmark contains a single page or multiple pages. A feature not found in Acrobat®, this assures that pages are always in the same order as their associated bookmarks.
  • Effectively work on up to five monitors at the same time.
  • Title documents quickly and easily, allowing you to efficiently move between multiple open PDF documents.
  • Rotate pages at the touch of a button. Unlike standard Acrobat® functionality, the pages retain their new orientation when the file is saved.

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Integration:

 Establish a complete accounting and audit workflow solution.

As part of our Accounting and Audit suite, ProSystem fx® PDFlyer™ works in conjunction with several other CCH® products to help provide a seamless workflow and proficient audit management system. When used together, these tools break down access barriers and drive higher levels of convenience and efficiency across all aspects of your work:

  • ProSystem fx® Engagement – Streamline your processes at all stages of an engagement, with integrated workflow features for project tracking, reporting, review and sign-off, and archiving.
  • ProSystem fx® Knowledge Coach – Merges content from ProSystem fx® Knowledge Tools, combined with dynamic functionality, that “coaches” you through compliance with the complex standards accurately and efficiently.
  • Accounting Research Manager®— This unparalleled research database arms auditors with an instant pathway to whatever information they may need. You can easily access accounting, auditing, governmental, international, and SEC standards, as well as expert interpretations.
  • ProSystem fx® ActiveData — Automate a full complement of audit processes directly within Microsoft® Excel® with this powerful data extraction and analysis tool.
  • ProSystem fx® Portal — Privately collaborate with your customers and instantly share any file with complete security – anytime, anywhere.
  • ProSystem fx® Document — Launch Engagement from within Document and securely store archived engagement binders for assigned retention periods.

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Support:

 Learn about our live support options and powerful self-help tools

CCH Support is the best in the business — we’re always here when you need us. To keep your office up and running, we offer helpful tools, as well as a variety of ways to interact with CCH Support.

CCH Knowledge Base — In this online database of CCH software information, you’ll find step-by-step instructions, information on critical known issues and product documentation.

  • Web ticket — Learn how to open a Web ticket online to submit your question directly to customer support.
  • System requirements — Find out exactly what you need for CCH products to function properly in your office.
  • Real-time chat — If you need a quick answer but don’t want to pick up the phone, live chatting via your Web browser is the way to go.
  • CCH Support Center — Pick up your phone and call us to speak directly to a customer support representative.
  • Remote support — Complicated problem? We can access your computer remotely and view your screen.

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