At this point, the user can choose either to validate the data or just push it directly to the tax return. The data validation screen shows the source document at the bottom and at the top, a pane with the field name, the electronic value of extracted text, and an image of the extracted text. This layout is very convenient for the user reviewing the accuracy of the OCR since it shows these fields side by side instead of in separate windows. ProSystem fx Scan is only one of two tax document automation solutions (along with Intuit ProLine Tax Import) to use this layout in the data validation screen.
The validation screen also highlights certain amounts in different colors to show the data that was imported to the tax software and bring potential errors to the user’s attention. For example, fields highlighted in red may have an invalid tax identification number. Users can customize the layout of the validation window to their preferences, although the colors used are standard.
The software embeds a diagnostics spreadsheet (that can be opened in Excel) into the organized PDF, which includes a list of missing information, skipped forms and invalid fields. A separate embedded spreadsheet contains the gains and losses detail extracted from the source documents, which can be imported into the tax program.
Integration - 4.5 Stars
ProSystem fx Scan populates information from source documents to the following CCH applications: ProSystem fx Tax (its flagship product), ProSystem fx Suite - Tax (SaaS product), and Global fx Office - Tax (a second SaaS product). Importing the data using the Autoflow wizard is licensed on a per-return basis at a list price of $12 per return. For firms using ProSystem fx Document, Scan publishes the PDFs it generates to Document folders.
Help/Support/Training - 5 Stars
A comprehensive and easy-to-follow user guide is provided with the ProSystem fx Scan product. Getting the hardware and software configured takes a little work, but the guide provides helpful step-by-step directions. CCH offers both web-based and onsite end-user training, and its consulting group can assist firms with implementation. Users can also receive assistance with the product through online Help files, the CCH Support Knowledgebase, online chat and phone support.