CCH® ProSystem fx® Scan - Scan Operators

Learn the critical steps necessary for an efficient digital conversion process of 1040 source documents using CCH 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.

Type: Single-Client and Multi-Client Training
Who should attend: All staff new to CCH ProSystem fx Scan who will be involved in the digital conversion portion of the CCH ProSystem fx Scan process.
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Computer Software & Application
Program/course level: Basic

Objectives

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