ProSystem fx Scan SaaS

ProSystem fx Scan in the Cloud is a secure web-based solution that auto­mates the time-consuming tasks of gathering, extracting, organizing and bookmarking tax data from scanned source documents and exporting and populating that data into ProSystem fx Tax, the industry’s leading tax compliance and preparation system.

With the Cloud version of ProSystem fx Scan, firms will enjoy all the proven benefits of Scan on-premise, with the added convenience and cost savings associated with CCH providing the firm’s IT infrastructure. It’s easy to use and will help firms achieve immediate, dramatic improvements in efficiency and productivity.

With just a scanner, firms can be up-and-running quickly on ProSystem fx Scan in the Software as a Service (SaaS) model. No additional servers or IT expertise is required. ProSystem fx Scan quickly and reliably takes the proverbial “shoebox” of unsorted client information, determines what each item is, and outputs the documents to a single, organized and bookmarked PDF file.

Coupled with AutoFlow Technology — the process that extracts data from 1040 client source documents to be imported into the return — ProSystem fx Scan, ProSystem fx Tax, and PDFlyer™ will provide a complete digital 1040 tax preparation solution for firms of all sizes.

The SaaS model provides professionals with:

• Cost savings — Because CCH provides the infrastructure, firms don’t need to invest in additional servers, and no IT expertise on their part is required. All software updates are done automatically, freeing up a firm’s technical and professional resources for other value-added work.

• Enhanced security — ProSystem fx Scan in the Cloud protects a firm’s data with off-site backups and stringent security standards.

• Quick return on investment — ProSystem fx Scan in the Cloud is easy to implement and easy to use, and training and support are included. With its easy implementation, short learning curve and the hours professionals will save on nonproductive professional time, they can realize ROI very quickly.

Integration with other CCH solutions lets firms spend less time looking for the information they need and more time getting the job done. Besides the helpful integration with ProSystem fx Tax, the files created by ProSystem fx Scan may be quickly and easily saved to ProSystem fx Document on-premise or in the Cloud using barcode technology — ready for instant retrieval. What’s more, new right-click functionality makes saving scanned files to ProSystem fx Document even easier.

With the SaaS version of ProSystem fx Scan, all a professional needs is a scanner — and the desire to save time and overhead. By implementing this leading edge time-saver, they’ll enjoy best-in-process performance for years to come.