CCH® ProSystem fx® Scan - Best Practices

Designed to help ensure you have a smooth implementation with CCH ProSystem fx Scan, our knowledgeable consultants guide firm implementation leaders/champions through important considerations necessary to progress further into the paperless preparation arena.

Type: Single-Client Training
Who should attend: Scan Champions Team
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Computer Software & Application
Program/course level: Basic

Objectives

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