Populating forms with Scan and AutoFlow Technology

In the next installment of her CCH Axcess tour, Jody Padar, the Radical CPA, discusses CCH ProSystem fx Scan and AutoFlow Technology. This pair of solutions has helped her firm transform away from data entry by populating forms with data scanned in from client documents.

Here’s what Jody has to say about what she learned from her firm’s journey with scanning:

AutoFlow Technology, Jody explains, “extracts data directly from the file and puts it into the tax form. That’s a lot of data entry that isn’t being done by staff. And it’s more accurate since you don’t have to worry about human error. Even better, this frees up time for staff to focus on actually providing tax advice and suggestions to clients.”

As you can see, scanning documents and populating forms automatically is a great first step for automating your tax workflow. Learn more about how CCH Axcess is helping Jody’s firm move forward. Download her white paper, “CCH Axcess: Tour of a Seamless Technology.”

AUTHOR

Aimee Hall

Product Marketing Manager at Wolters Kluwer Tax & Accounting

All stories by: Aimee Hall