After scanning your client documents, you can submit the digital files for CCH Scan processing. While CCH Scan is working with the documents, you can monitor the job's progress in Scan Status. When processing is complete, you have the option of validating any data that was extracted from the scanned documents, if any. Also, if your firm uses Personal Taxprep, you can also import data extracted from the scanned documents into a client tax return.
Importing Files for Scan Processing with the Import Assistant
Monitoring CCH Scan Jobs from CCH Scan Workstation
Uploading Files to Wolters Kluwer from CCH Scan Workstation
Tasks Limited to Administrators
For more assistance, select Help > CCH Scan Help Topics, or contact us using the link below.
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