Reach a New Level of Productivity with your Tax and Audit Workflow

It’s as easy as Pointing and Clicking

As you take a quick breather before the the rush to prepare for 2018; keep your staff’s software needs in mind.  Particularly, when assessing workflow enhancements, consider how CCH® ProSystem fx® PDFlyer can help facilitate smoother audit and/or tax processes within your office.  Developed as a time saving tool specifically for CPA’s, this unique product removes data access barriers common in the course of an accounting professional’s daily work. This powerful Adobe® Acrobat® plug-in allows you to work more efficiently during the preparation process, using multiple PDF files in a paperless environment – saving you both time and money.

A Unique Tool that is simple, efficient, and effective

During the busy season, professional staff time is at a premium. The latest technology in PDFlyer allows you to customize Adobe® Acrobat® with user-friendly features, including:

  • File Merging Capabilities — Combine multiple bookmarked PDF files into a single file, merging the contents of common bookmarks.
  • Calculator — Create and attach digital adding machine tapes.
  • Tickmarks — Add workpaper consistency with CPA-specific tickmarks. Plus, CCH® ProSystem fx® Engagement tickmarks give Engagement users the ability to markup PDF files consistent with Microsoft® Word and Excel® documents.
  • Hyperlinked Connectors — Quickly reference common items within a document and effortlessly move back and forth between them.

 

“We rely on CCH ProSystem fx PDFlyer for all kinds of situations in the firm — every time we open a PDF file. I make sure everyone in my office has a license for it, because it’s that important in our daily workflow.”

— Kevin Krueger,

Founder, Krueger & Associates, P.A.

Powerful preparation

Whether working on your own or sharing workpapers, PDFlyer gives you the tools and customization you need. You can rotate pages and create bookmarks with the click of a mouse. And bookmarks can be easily moved and merged – whether working with single or with multiple pages. And it’s quick and simple to title documents, so you can quickly move between multiple PDFs, as needed. Take a look at this quick video to learn more.

 

“Being able to link things and use PDFlyer to annotate on it; our Workpapers are at a much higher quality than they used to be. And without people’s sloppy handwriting, it helps standardize the Workpapers as well. With so many remote people, I don’t know what we’d do for Workpapers without Document and PDFlyer.”

— Jeremy Allen,

Tax Manager, Randy Jentzsch & Co.

 

PDFlyer’s unique calculator tool allows you to easily add or subtract numbers and then embed the calculator tape onto the page. Additionally, hyperlinked connectors can be inserted to indicate which numbers were used in the calculation. They also allow you to quickly move back and forth between those numbers in the PDF.

 

Learn more about how PDFlyer can work in conjunction with several other products to help provide a seamless and proficient workflow today!

AUTHOR

Bill Hatzos

Manager, Marketing Services, Wolters Kluwer

All stories by: Bill Hatzos