CCH® ProSystem fx® Scan - Maximizing Efficiencies with CCH ProSystem fx Scan and AutoFlow

This consulting session is designed to assist users of CCH ProSystem fx Scan (with or without AutoFlow Technology) with improving their tax workflow processes using these tools. Our expert consultants will walk you through a workflow component checklist to uncover the high-priority issues requiring consultation, and the entire paperless 1040 tax workflow will be analyzed in this custom consulting session.

Type: Single-Client Training
Who should attend: Scan Champions Team
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: Completed mandatory CCH ProSystem fx Scan/AutoFlow training
Field of study: Computer Software & Application
Program/course level: Intermediate

Objectives

• Refine current workflow processes, as they relate to CCH ProSystem fx Scan and AutoFlow
• Learn key problem-solving tips for common workflow issues
• Understand how to further standardization of processes can transform your paperless tax workflow