CCH ProSystem fx Scan Operator Fundamentals (SaaS) - eLearning (Currently Unavailable)
Author: PCS Instructor
| CPE Credit: |
2 hours for CPAs |
In this interactive eLearning course, learn the critical steps necessary for an efficient digital conversion process of 1040 & 1041 source documents using CCH ProSystem fx Scan SaaS. Follow the workflow that converts paper client source documents into digital files. Additionally, see how the application works behind the scenes to understand how automatic document classification system creates the final product, which is the organized bookmarked PDF.
This course is excluded from all subscription packages.
Publication Date: June 2022
Designed For
All staff new to CCH ProSystem fx Scan SaaS who will be involved in the digital conversion process
Learning Objectives
- Prepare the paper workpaper file for the digital conversion process
- Understand the scanner options and settings
- Scan workpapers and manage digital images
- Examine digital images in a Quality Control step
- View the CCH ProSystem fx Scan SaaS process behind the scenes
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None
