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. Learn how your firm can benefit from a complete end-to-end Digital Tax Workflow:
- AI-enabled smart scanning
- Simplified data extraction and importing
- Expanded Adobe® Acrobat® support
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Efficient tax office management software for the modern firm
Fast document sorting
AI-enabled smart scanning uses computer vision and machine learning to group related pages of multi-page documents, taking the proverbial "shoebox" of unsorted client information and outputting the documents to a single, organized, bookmarked PDF file.
Simplified data extraction and importing
AutoFlow Technology extracts data from 1040 and 1041 client source documents processed by Scan and imports it into the tax return.
Expanded Adobe® Acrobat® support
CCH® ProSystem fx® PDFlyer, our Adobe® Acrobat® plug-in, provides powerful accounting professional-specific functionality not available with Acrobat®.
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Recommended CPA firm resources
Check out these white papers and eBooks to discover how you too can benefit from a digital tax workflow.
Digital tax workflow
A digital tax workflow streamlines every step of the tax prep process, from obtaining client data to preparing and reviewing returns, delivery of the finished tax return to the client and invoicing. Automated tax prep workflow software creates faster processes, which save your staff time while satisfying clients.
HeimLantz CPAs and Advisors improves efficiency and quality
The firm implemented CCH Axcess Tax and CCH ProSystem fx Scan and Autoflow to organize their workpapers exactly how they want. Doing so, has helped give them a view into every part of their tax prep and compliance process.
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.