Scan demonstration 2016
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CCH Scan & Auto 1040 & 1041 Source Documents
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Scan demonstration 2016
- 1. ProSystem fx® Scan with PD Flyer & AutoFlow Technology™ Presenter Art Feldman, CPA Software Product Specialist, Tax Call: 1-855-747-8824 Code: 2771112 # For a full screen , please double click the in the bottom right hand corner of your screen.
- 2. If you could save 20 minutes on every 1040 you prepare? Go home early? Make more money?
- 3. ProSystem fx Scan Process
- 4. ProSystem fx Scan Process Auto Rotate
- 5. Deskew ProSystem fx Scan Process
- 6. Despeckle ProSystem fx Scan Process
- 7. Delete Blank Pages ProSystem fx Scan Process
- 8. OCR Identification ProSystem fx Scan Overview 1099-INTInterestIncomeexempt
- 9. The 3-in-1 Digital Tax Preparation Solution 1) Scan is an automated source document identifier, sorter and organizer — Like an employee who organizes and photocopies source documents for file — Creates a bookmarked PDF of source documents in order of 1040 line items — Designed to facilitate on-screen 1040 preparation with dual monitors 2) PD Flyer is a CPA-designed Acrobat® plug-in — Digital equivalent of notes, tickmarks, cross-referencing etc. — Provides tools to optimize efficiency working with scanned source documents 3) AutoFlow™ Technology dramatically reduces 1040 return data entry — The fastest, most accurate and lowest paid data entry person available — 17 of the most common tax forms plus extracts gains and losses — Import verified data directly into ProSystem fx® Tax ProSystem fx® Scan with PD Flyer™ & AutoFlow™ Technology
- 10. Scan 4.0 - Supported Tax Forms SSA-1099 W-2 W-2 G 1099-G K-1s (1041, 1065, 1120S) Combined Statements Gain & Loss Statements AutoFlow - Supported Tax Forms 1098 1098-T 1099-DIV 1099-INT 1099-MISC 1099-Q 1099-R 2439
- 11. ProSystem fx Scan with AutoFlow Technology Alpha Mark Advisor Altos Financial Management LLC American Enterprise Ameriprise Ameritrade AXA Advisors Banc of America Bank of America Barclays Bessemer Trust Company BNY Mellon Wealth Management Brown Capital One Charles Schwab Chase Investment Services Corp. Chevy Chase Trust Citi Private Bank City Securities Corporation Credit Suisse Davenport & Company David Lerner Deutsche Bank Duncan Williams Eastern Bank Edward Jones E*Trade Ferris Baker Watts Fidelity Investments Fiduciary Trust First Command Financial Planning First International Bank & Trust First Manhattan First Southwest Company FMS Bonds Folger Nolan Fleming Douglas Franklin Templeton Frost National Bank Genworth Financial Girard Securities Goldman Sachs Hefren-Tillotson Inc Heritage Hilliard Lyons ING Direct Janney JB Hanauer JP Morgan Keybank National Association Kovitz Investment Group Legg Mason LPL Financial M&T Investment Group Merrill Lynch Mesirow Financial Moneta Group Morgan Keegan Morgan Stanley National Financial Services Neuberger Berman Northern Trust Northwestern Mutual NPC Oppenheimer Penson Pershing PNC Bank PrimeVest Private Wealth Management Ram Trust Raymond James RBC RBS Robert W. Baird & Co. S & T Bank Sanford Bernstein Scott & Stringfellow Scottrade SEI Private Trust Company Sontag Advisory Sovereign Bank Steinberg Asset Management Stephens Inc. Sterne Agee & Leach Inc. Stifel Nicolaus Summit Financial Strategies SunTrust Synovus T Rowe Price Taylor Investment Counselors TIAA-CREF Trust Company Trust Company of America UBS Financial Services Inc Union Bank of California US Trust USAA USBank Vanguard Wachovia Securities Wedbush Wells Fargo WFAG WFS LLC WI Services Company William Blair & Co AutoFlow – Supported Combined Statements
- 12. ProSystem fx Scan with AutoFlow Technology Alpha Mark Advisor Altos Financial Management LLC American Enterprise Ameriprise Ameritrade Banc of America Bessemer Trust Company BNY Mellon Wealth Management Brown Charles Schwab Chase Investment Services Corp. Credit Suisse Davenport & Company David Lerner Deutsche Bank Edward Jones E*Trade Fidelity Investments Fiduciary Trust First Command Financial Planning First International Bank & Trust First Manhattan First Southwest Company Frost National Bank Genworth Financial Goldman Sachs Hefren-Tillotson Inc Hilliard Lyons ING Direct Janney JB Hanauer JP Morgan Kovitz Investment Group Legg Mason Lowry Hill LPL Financial Merrill Lynch Mesirow Financial Moneta Group Morgan Keegan MorganStanley Smith Barney National Financial Services LLC NPC Oppenheimer Penson Pershing Ram Trust Raymond James RBC S & T Bank Sanford Bernstein Scottrade Sontag Advisory Steinberg Asset Managment Stephens Inc. Stifel Nicolaus Summit Financial Strategies Suntrust Synovus T Rowe Price Taylor Investment Counselors TIAA-CREF Trust Company Trust Company of America UBS Financial Services Inc US Trust USAA Vanguard Wachovia Securities Wells Fargo WFAG WI Services Company AutoFlow – Supported Gain & Loss Statements
- 13. 4 Simple Technology Considerations Dual Monitors Adobe Standard or Professional (version 7 or higher) Scanner – Multi-page TIFF files, ADF & Duplex 2 Options —On Premise - Dedicated Workstation Processing done in office —SaaS – No additional hardware In the Cloud
- 14. That one hour of training = five hours of productivity! Training is always a key to efficiency… Did you know………
- 15. ProSystem fx® Scan/Autoflow IT Consulting Scan Fundamentals Training Scan Operators Professional Associates Best Practices Consulting ProSystem fx® Training
- 16. Think about your 1040 preparation processes How long does it take you? — Organize 1040 source documents — Enter data in your tax software — Review the return — Make copies of source documents How much does it cost you? — Paying professional staff to organize and enter data — Paper for review copies — Paper source document copies — Cost of extra help during tax season
- 17. What Can Scan AutoFlow with PD Flyer Do for You? Allow professional staff to focus on higher value tasks Standardizes 1040 prep process Significantly reduce costs associated with paper – copies, toner and storage Automates gain and loss transaction data entry – No Form 8453 attachments Faster turn-around time of returns = faster you get paid Remain competitive and profitable
- 18. Customer Testimonials “ProSystem fx® Scan with AutoFlow Technology™ allows us to use a standard approach to data verification and validation. And the more efficient and accurate you are on the front end of 1040 tax return prep, the better you are at preparing the final tax return. Once someone knows how to use it, you can cut 25 percent off the prep time, straight up. It could be higher than that, depending on the complexity of the return.” “Scan and AutoFlow have changed how we think about tax preparation and allowed us to continue to take on new clients without having to increase staff. Two or three years ago we were considering outsourcing some tax prep work, but with Scan and Autoflow, that need disappeared. 18 -Stanley M. Tolle Director Benson & Neff -Michael Johnson, CPA Partner O’Sullivan Creel
- 19. Recorded Customer Interviews about ProSystem fx® Scan & AutoFlow™ Click pictures to view For Additional Information…. Please contact your ProSystem fx® Sales Specialist or call 1-800-PFX-9998 Read more testimonials
- 20. Art Feldman, CPA Art.Feldman@WoltersKluwer.com 888-277-1112
Editor's Notes
- Say something like, “your firm may already have these.” ADF = Auto Document feeder
- The fact is, what you don’t know is costing you MONEY!
- You know CCH Leverages today’s technology for maximum productivity, but do you know what your firm is missing……. Spending time with a Certified CCH Trainer is the vehicle for maximizing your staff’s efficiency. This is the assurance that your firm is getting full value from the CCH product line. Customized training courses are available for: IT consulting, Scan fundamentals, Best Practices, Scan Operators, Prof. Associates
- Allow professional staff to focus on higher value tasks Standardizes 1040 prep process Creates searchable PDF of source documents in order of 1040 PDFlyer facilitates return preparation & review using multiple monitors Provides diagnostics to increase accuracy Significantly reduce costs associated with paper – copies, toner and storage Automates gain and loss transaction data entry Eliminates time spent preparing G & L attachments for filing Form 8453 Faster turn-around time of returns = faster you get paid Remain competitive and profitable (competitive for clients and attracting new staff – latest technology)
- Say something like, “your firm may already have these.” ADF = Auto Document feeder TWAIN is not an acronym (some say it means that it stands for Technology Without an Interesting Name, which is a myth.I
- Say something like, “your firm may already have these.” ADF = Auto Document feeder