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.
What is CCH AutoFlow?
The AutoFlow feature allows users to easily review extracted data prior to populating the necessary tax forms. Once the data is reviewed, it can be imported directly into the client tax return, eliminating the need for manual data entry.
What is CCH Scan?
CCH ProSystem fx Scan creates digital files while providing users with the ability to bookmark, annotate, and merge multiple files. The application offers a scanner tip sheet for new users to get the best quality scanned documents, and with no preparation necessary, scanning can be delegated to support personnel.
What is CCH PDFlyer?
PDFlyer is an Adobe® Acrobat® plug-in that helps you work with multiple PDF files in a paperless environment. When used together, CCH® ProSystem fx® Scan and PDFlyer offer an efficient system for preparing paperless tax returns. Note: PDFlyer is compatible with Acrobat® Standard or Professional, version DC or higher.
How much is CCH ProSystem FX?
Tax Software Survey: ProSystem fx Tax
| Tax program name | ProSystem fx Tax |
|---|---|
| Renewal price | Call for details |
| State price | $425 to $945 |
| State renewal price | Call for details |
| Pay-per-return pricing | $34.50/1040 federal, $29.00 state; all others $41/federal, $34.50 |
How do I use PDFlyer?
Use PDFlyer to insert a multi-page target sheet in front of each multiple-page form.
- Click Insert Target Sheets.
- Select the page number where you want to insert a target sheet.
- Click Insert Multi-Page.
- Click OK.
- Repeat until you have grouped all the pages.
What is CCH ProSystem FX engagement?
ProSystem fx Engagement is a complete paperless workpaper solution. As part of the CCH ProSystem fx suite of products, ProSystem fx Engagement shares information with the tax preparation, research, document management, time and billing and professional guidance software tools in the CCH suite.
How much does CCH ProSystem FX cost?
How does CCH ProSystem FX scan work with Autoflow technology?
CCH ProSystem fx Scan takes the proverbial “shoebox” of unsorted client information, determines what each item is, and outputs the documents to a single, organized, bookmarked PDF file. AutoFlow Technology extracts data from 1040 and 1041 client source documents processed by Scan and imports it into the tax return.
How does autoautoflow work in CCH Axcess™ tax?
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.
What is autoautoflow technology?
AutoFlow Technology extracts data from 1040 and 1041 client source documents processed by Scan and imports it into the tax return. CCH® ProSystem fx ® PDFlyer, our Adobe® Acrobat® plug-in, provides powerful accounting professional-specific functionality not available with Acrobat®.
How do I order additional scan Autoflow authorizations?
CCH recommends that firms contact their Sales Rep to order additional CCH® ProSystem fx® Scan Autoflow (“Scan/Autoflow”) Authorizations. Sales Reps can offer bundle pricing for Authorizations. In CCH Axcess™ Tax, pre-purchased authorizations are already available. Simply start using them.
