CCH ProSystem fx Scan (SAAS) Package 3 (1000)
As low as $6,447.00
CCH® ProSystem fx® Scan SaaS helps accounting firms streamline their document management workflow by automatically converting paper-based or PDF documents into a digital, organized format.
Overview
With intelligent data extraction, Scan categorizes source documents, making them easy to locate, validate, and store for future reference. This AI-powered automated approach eliminates the need for manual document sorting and reduces the chances of misplaced paperwork or manual entry errors.
Features & Benefits
- AI-enabled smart scanning uses computer vision and machine learning to group related pages of multi-page documents.
- Transform document processing into a seamless, automated workflow that saves time, reduces error, and ultimately improves efficiency.
- Lower-level staff can handle preparing, scanning and validating data so tax preparers can focus more on value-added client services, rather than spending countless hours handling paperwork.
Need more information about CCH ProSystem fx Scan? Talk to one of our experts today.
Implementation
We set you up for success, together with our professional client services team, we'll ensure your CCH ProSystem fx Scan account is set up properly. During your training session, you will learn the critical steps necessary to efficiently convert client workpapers into a digital workpaper file using CCH ProSystem fx Scan. Once workpapers are ready and scanned, you will get a first-hand look behind the scenes, to understand how the automatic document classification system creates the final product: a bookmarked PDF that accountants will use for their on-screen preparation and review. You’ll learn document preparation, scanning, and quality control, and use the ProSystem fx Scan Funnel program to digitally insert target sheets and export for processing.
Your Package Options
Choose the best package option for your firm. We offer four packages ranging from 150 bookmarks to 2000 bookmarks, with the option to add-on AutoFlow in bundles of 50. Are you looking for a package with more bookmarked PDF options or an on-premise scan solution? Click here to speak with a solution consultant that will help you find the right package to fit your firm’s needs.
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