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About CCH Scan Workstation

CCH Scan Workstation includes several small modules that allow you to manage various parts of your CCH Scan jobs. These components are as follows:

• The Import Assistant provides an easy way to move scanned documents into an Import folder for CCH Scan processing.
• CCH Scan Workstation allows you to monitor the progress of CCH Scan jobs. You can also print cover pages and target sheets from this module.
• The History window provides information on completed Scan jobs and allows you to import files into CCH Document.
• The Upload window allows you to submit problematic files to the CCH Scan Catalog team for possible inclusion in the CCH Scan catalog.
• The Scan Validation window gives you tools to compare data that CCH Scan extracted from a PDF against the original scanned documents.

CCH Scan Workstation also allows you to do the following:

• Generate cover pages and target sheets prior to the initial scanning of CCH Scan jobs
• Upload files to be submitted to Wolters Kluwer for review

CCH Scan Workstation is typically installed on workstations where scanning devices are located. You can also install it on workstations where CCH Scan jobs are assigned. If staff members handle their own scanning and CCH Scan processing, CCH Scan Workstation should be installed on their workstations as well. Workstations must have access to the shared Import folders to monitor jobs in CCH Scan Workstation.

To open CCH Scan Workstation, select CCH Scan Workstation from the Start menu. The CCH Scan Workstation module opens and can be minimized to your task bar.

Recommended Scan Workflow

Using CCH Scan Workstation

Preparing Documents for Scanning

After You Scan Client Documents

Viewing Job History Information

Integrating CCH Scan with Personal Taxprep 2020

Integrating CCH Scan with CCH Document

For more assistance, select Help > CCH Scan Help Topics, or contact us using the link below.