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Less paper, greater efficiency
Put CCH Scan to work with Taxprep to make your T1 preparation workflow more efficient and reduce file storage
requirements. With CCH Scan, you can turn the proverbial shoebox of unsorted client information into a single,
organized and bookmarked PDF.
Save time and paper
With CCH Scan in your practice, your administrative staff can immediately take your client’s source documents
this tax season and scan the slips, notes and any other correspondence. CCH Scan will clean, rotate and straighten all
source documents and save them into a single, organized electronic file available immediately to your tax preparers.
Find the information you need quickly
Taxprep automatically attaches the organized, bookmarked PDF to the appropriate return, reducing the time preparers
spend locating and referring to paper. CCH Scan classifies over 130 types of slips, plus you can manually link other
unclassified documents such as handwritten notes from your client files. The automatic synchronized display between the
Taxprep forms and the bookmarked PDFs significantly increases your reviewers’ efficiency.
Click to watch a video on the CCH Scan
integration features in Personal Taxprep:
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With Taxprep, you can merge into a single PDF both the tax return and the bookmarked PDFs from CCH Scan.
Generate these global PDFs in batch for easy access to your archives next tax season.
CCH Scan Recommended System Requirements
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More benefits with other CCH products and services
Do more with Taxprep and CCH Scan by integrating other CCH products and services into your practice.
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CCH Document automatically archives the bookmarked PDF and tags it with key identifiers such as client ID and tax year.
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Autoflow Technology, available to CCH Scan customers for an additional charge, automatically extracts data
from 23 federal slips – including T5013s and RRSPs – and corresponding Quebec slips. This data can then be imported directly
into the return in Personal Taxprep.
CCH Scan Document Classification and Extraction
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PDFlyer is an optional add-on that lets you add digital notes or flags to the PDF document to ensure that
important annotations are captured electronically during preparation and review.
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Remote Validation Service helps you boost productivity and accuracy. Simply log in to a secure Canadian server
and submit your scanned slips to our secure processing centre. Within two to 24 hours, our professionals will extract
and validate the slip values and organize them in a single, bookmarked PDF. Any errors due to OCR (Optical Character
Recognition) data extraction are corrected with the Remote Validation Service. All you need to do is download the PDF
and import 100% accurate data into Taxprep.
Case Study
Moose Jaw-based accounting firm incorporates Remote Validation Service into its workflow to improve productivity.
For more information on CCH Scan, visit http://www.cch.ca/accountantsSuite/CCHScan
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