CCH Scan is a paperless software solution that effortlessly and electronically takes all of the disorganized and unsorted client information, determines what each item is, and outputs the organized documents to a single, organized, and bookmarked PDF file.
This webinar will provide an overview on the use of the product and illustrate how it:
- Delegates the work required to organize T1 source documents to an admin person
- Improves the tax preparation workflow by automatically retrieving the PDF related to the return.
- Speeds up the data entry and review process
- Reduces the risk of errors
- Reduces office space required to store paper documents.
- Reduces time required to retrieve work papers (eg. CRA’s EFILE requests in the summer).
- Saves money - no need to buy additional expensive software to improve scanning image.
- Reduces time for manual bookmarking process for those who are currently scanning.
- Can be used for all source document scanning (front-end scanning)
Available Sessions for this Seminar:
December 11, 2014 1:00 PM - 1:45 PM EST
December 17, 2014 1:00 PM - 1:45 PM EST
January 07, 2015 1:30 PM - 2:15 PM EST
January 14, 2015 1:30 PM - 2:15 PM EST
January 21, 2015 1:30 PM - 2:15 PM EST
January 28, 2015 1:30 PM - 2:15 PM EST