CCH® ProSystem fx® Scan - Scan Autoflow

CCH ProSystem fx Scan with AutoFlow technology can be a powerful tool saving firms both time and money. Learn the details of each best practice AutoFlow step to streamline the import process and avoid the pitfalls that can waste time.

Type: Single Client Training
Who Should Attend: Scan Champions Team and all staff new to CCH ProSystem fx Scan with AutoFlow who will be involved in the preparation and review portion of the CCH ProSystem fx Scan with AutoFlow process.
Advanced Preparation: None
Prerequisites Required: None
Prerequisites: None
Field of study: Computer Software & Application
Program/Course Level: Basic

Objectives

• Import data from supported forms using AutoFlow.
• Identify 1040 clients that will be the best candidates for performing AutoFlow.
• Understand the complete AutoFlow process to perform the steps in an efficient manner.