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Integrating CCH Scan with Personal Taxprep 2020

To activate the CCH Scan integration with Personal Taxprep 2020, proceed as follows:

Enable the integration using the activation key

  1. Launch Personal Taxprep 2020.
  2. Enter your CCH Scan activation key (found in the Activation Key(s) section of the Taxprep Web site) in the CCH Scan window: Tools/Options and Settings/CCH Accountants’ Suite/CCH Scan.

Configure the integration folders

  1. Set the CCH Scan options as applicable for your firm.
  2. The search location of the PDF documents entered must match the export folder location (e.g.: \\...\CCH Scan Shared\Export) defined in CCH Scan Administrator under the Folder Settings tab.

Configure Taxprep Services

If you plan on importing data extracted with the AutoFlow Technology, enter the account number and password in Personal Taxprep. These credentials have been e-mailed to the account holder of your firm. Enter the account number and password under Tools/Options and Settings/Electronic Services/Identification/Taxprep Services.

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

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