ProSystem fx® Outsource

ProSystem fx Outsource, a tax preparation outsourcing service, helps you cut costs by up to 60 percent because it supplements and streamlines your in-house tax return processing with highly trained onshore and offshore tax professionals. With Outsource, your firm will:

• Increase morale and productivity by reducing long work hours and weekend staffing requirements.
• Reduce or eliminate peak season overtime costs.
• Refocus your staff on higher-value tasks.
• Convert the variable cost of tax preparation to a fixed cost.
• Lead to faster turnaround times on returns because of time zone differences.
• Improve your document management processes.

We make outsourcing tax return preparation easy. Contact us today — we’ll get you there.

One of the most valuable features of Outsource is the web-based Outsource Status system, which allows you to make queries and generate status reports on all of the tax returns you submit. All queries are available in real-time, so you’ll always know the current status of your clients’ returns.

Another helpful tool is electronic document storage, which eliminates the hassle of having to store paper copies and simplifies reviews with easy-to-use paperless tools. Conveniently accessible from the tax return, documents are organized in bookmarked files that contain:

• All scanned images.
• Preparer and reviewer tickmarks.
• Hyperlinks.
• Review notes.
• Reconciliation statements.

 A Bookmarking Only service (without the tax preparation) is also available.

Your clients’ data remains secure
When you use Outsource, you can be sure that your clients’ data is safe and secure. Our outsourced tax preparation and outsourced accounting vendors maintain:

• The same comprehensive non-disclosure agreements as CCH personnel.
• A fully trained staff experienced with ProSystem fx® Tax.
• Extensive and continuing training on all the latest federal and state tax laws and codes.
• A high-level final review process. 

We make outsourced tax preparation and outsourced accounting easy. Contact us today — we’ll get you there.

Outsource is completely integrated with ProSystem fx Tax, which streamlines outsourced tax preparation and outsourced accounting.

Here’s how it works:

1. Simply scan your “shoebox” of source documents and/or Organizers into electronic files.
2. These scanned documents, along with your current and prior year tax return data, are then compressed and transmitted to the CCH Outsource Center. Secured socket layering ensures data is always kept private and confidential.
3. Upon completion, the tax return, bookmarked workpapers, reviewer/preparer notes and reconciliation statements are compressed, encrypted and relayed back to your office from the CCH Outsource Center.
4. The result is a prepared return ready for your final review. That’s all there is to it!

We make outsourced tax preparation and outsourced accounting easy. Contact us today — we’ll get you there.

Learn how you can address the downturn in new professionals entering the accounting industry with ProSystem fx Outsource.

This service streamlines your firm's tax return processing operations by leveraging the lower cost of highly trained tax professionals in other countries.

Demonstration Topics
A CCH expert will demonstrate the many benefits your firm will realize when it takes advantage of ProSystem fx Outsource. This interactive one hour demonstration will cover the following…

Benefits

• Increasing revenue by focusing staff on higher-level services
• Streamlining operations and workflows
• Reducing seasonal staff training and overtime costs
• Converting the variable cost of tax preparation to a fixed cost
• Moving your firm toward a paperless environment by taking advantage of electronic document storage

Functionality

• Virtually no learning curve
• Integrated Upload/Download capability with local program
• Seamlessly integrated with ProSystem fx Tax
• Exclusive Outsource Wizard bundles and transmits selected tax returns and source documents
• Source documents are converted into an organized bookmarked file

Security

• Discover how CCH protects the security of your client information through SSL [Secure Socket Layer] technology and other measures
• SSL [Secure Socket Layers]
• 128-bit encryption
• Firewalls
• Secure facilities

World-Class Customer Support
Discover why CCH is widely recognized for offering the best and most reliable customer support in the business.

View Schedule

CCH offers onsite and online training for all levels of professional development, including courses that earn CPE credit. Whether you’re a novice or skilled user, our expert instructors, course content and learning tools offer the tips, tricks and solid explanations you need to transform your work processes.

Available training includes on-demand or online self-study options; Web-based and onsite training; and a variety of seminars and conferences, some at a location near you.

• Outsource Fundamentals

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.

Get the most out of your CCH products — connect with us today.