Digitize and Import Key Client Information to Simplify the Tax Prep Process

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We know professional staff time is at a premium, especially during the condensed tax and extension seasons. Use CCH ProSystem fx Scan and its complementary software solutions to expand capacity!

You'll find that organizing client source documents and preparing paperless Forms 1040 and 1041 has never been this quick and easy. Here's how it works:

  • CCH ProSystem fx Scan takes the proverbial “shoebox” of unsorted client information, determines what each item is, and outputs the documents to a single, organized, bookmarked PDF file.
  • AutoFlow Technology extracts data from 1040 and 1041 client source documents processed by Scan and imports it into the tax return.
  • CCH® ProSystem fx® PDFlyer, our Adobe® Acrobat® plug-in, provides powerful accounting professional-specific functionality not available with Acrobat®.

Together, all three help facilitate a complete end-to-end Digital Tax Workflow. 

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How CCH ProSystem fx Scan works 
Create an organized and bookmarked PDF workpaper file with minimal up-front effort. Any firm employee can take on this task to easily prepare and scan client source documents. In addition, CCH ProSystem fx Scan will enhance your scanned images, making them easier to review. You can also utilize CCH ProSystem fx PDFlyer to work with your scanned source documents for efficient tax return preparation and review.
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Add AutoFlow technology to save time
AutoFlow starts by extracting client source document data from common 1040 and 1041 source documents. It then facilitates the validation of the extracted information before importing it directly into either the CCH® ProSystem fx® Tax on-premise software or CCH Axcess™ Tax cloud-based solution. You can even extract detailed Gain and Loss statement information to a preconfigured spreadsheet for easy reconciliation.
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Don't forget the AutoFlow Wizard
The AutoFlow Wizard makes linking extracted source documents to the correct tax return easy by automatically matching current year source documents with prior year pro forma data. It also provides a list of missing documents so that you can let the client know what they still need to provide. And finally, the Wizard will attach the appropriate Gain and Loss statement pages to the return via a separate bookmarked PDF file. 
  • Benefit from Robust Integration with Other CCH® ProSystem fx® Suite and CCH Axcess™ Solutions

    CCH ProSystem fx Scan and AutoFlow are key drivers of the Wolters Kluwer Digital Tax Workflow methodology, which also employs the following solutions: 

Scan and import client data to save time and simplify tax preparation
See how CCH ProSystem fx Scan can help you eliminate manual data entry and focus on generating new revenue streams.
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Recommended Reading
The 'No Touch' Tax Return
Check Out the 'No Touch' Tax Return White Paper
Learn why a ‘no touch’ tax return isn’t science fiction — it’s possible with readily available technologies — in this whitepaper, by Marc Staut and Amanda Wilkie of Boomer Consulting, Inc.
Download the White Paper
HeimLantz CPAs Case Study
HeimLantz CPAs and Advisors Improves Efficiency and Quality with CCH Axcess and CCH ProSystem fx Scan
The firm implemented CCH Axcess Tax and CCH Prosystem fx Scan and AutoFlow to organize their workpapers exactly how they want, and it’s helped give them a view into every part of their tax prep and compliance process.
Read the Case Study

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