CCH® ProSystem fx® Scan - Scan PDFlyer

Understanding how to effectively navigate and mark up the bookmarked PDF produced by the CCH ProSystem fx Scan product is critical to the paperless 1040 process. End-users will learn how to maximize productivity by using the PDFlyer™ toolbars integrated into Adobe® Acrobat.

Type: Single Client and Multi Client Training
Who should attend: All staff new to CCH ProSystem fx Scan who will be involved in the preparation and review 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

• Understand how CCH ProSystem fx Scan will transform the individual tax process.
• Efficient use of the PDFlyer functions, for the preparer and the reviewer.
• Understand the process of adding additional electronic workpapers.