|
|
It is a fact that working with client source documents has always been an inevitable, tedious, and time-consuming part of
the tax preparation process. There are significant productivity gaps in having the slips and other client documentation
formatted, bookmarked and transferred automatically to the tax software.
When your office receives a client's source documents this tax season, your administrative staff can immediately front-end
scan the slips, notes and any other correspondence all at once. CCH Scan will clean, rotate and straighten all source
documents. The file is immediately available to the preparer in a single, organized electronic file.
Your firm can now make the entire tax return process paperless. Firms have indicated that time savings of 20% or more
are attainable. The efficiency and productivity gains don't stop once the file is scanned. Taxprep automatically
attaches the PDF to the tax return, so you don't have to search and locate the file.
Over 100 types of forms are classified, plus you can manually link other unclassified documents such as handwritten
notes from your client. Source document information can be retrieved without leaving Taxprep. You are now
able to fulfill CRA source document requests quickly. There is no more need to find paper slips or locate a separate
electronic file outside of the Taxprep return.
CCH Scan also integrates with CCH Document so that the bookmarked PDF is automatically archived and tagged
with key identifiers such as client ID and tax year.
|
|
|
CCH Scan and PDFlyer for Even More Power
CCH Scan is your solution for scanning all source documents - not just tax slips. Any new documents coming into the
firm can be scanned immediately. You can then use PDFlyer to make Acrobat® fly. PDFlyer is an Acrobat plug-in that adds
special functions accountants need when working in a paperless environment. The functionality does not stop with your
typical accounting work. PDFlyer's features work with any PDF file created by any program. Note: PDFlyer requires Adobe
Acrobat Standard or Professional.
For more information on CCH Scan, visit http://www.cch.ca/accountantsSuite/CCHScan
|
|
