CCH® ProSystem fx® Scan and AutoFlow Technology

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.

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.

Tired of spending countless hours validating OCR data? Scan Optimizer is here to revolutionize your workflow. By leveraging two advanced OCR engines, including our highly accurate ProSystem fx Scan OCR engine, Scan Optimizer meticulously analyzes your documents, and identifies and flags any discrepancies; ensuring your team only needs to review up to about 10% of the data.