Download ProSystem fx® Scan User Guide - Support

Chapter 1
OVERVIEW AND INSTALLATION
C hapter 1 - Overview and Installation
The paperless workflow can be a reality for your firm with ProSystem fx Scan. Scan generates
bookmarked PDF files from scanned client documents. These files can then be stored in
ProSystem fx Document, ProSystem fx Document (On-Premise), CCH Axcess Document, or any
other Microsoft Windows-based document management system that includes the ability to access
PDF files. All the information needed to prepare tax returns is available in a digital form and can
be stored in your document management system.
If your firm uses Tax, Scan can also extract data from the PDF files and flow it into client tax
returns, dramatically reducing the amount of manual data entry that is required.
What Scan Does
Scanning a document creates an image of the document. Text in the document is captured as part
of the picture. To make this text editable, ProSystem fx Scan uses a process known as “optical
character recognition” (OCR). During OCR processing, the system compares individual elements in
an image against a library of characters. When the system finds a matching character, the image
element is associated with the matching character.
After completing OCR processing, ProSystem fx Scan compares the text in the scanned document
against template tax forms in the Scan catalog. Scan classifies individual documents in a Scan job
by matching keywords in the scanned document with corresponding templates. When Scan creates
a PDF file of the scanned document, it also creates bookmarks in the PDF file that identify these
forms.
The conversion of scanned text into editable text makes it possible for Scan to extract data from
the scanned tax form. If your firm uses Tax, this extracted data can be imported into client tax
returns.
Scan Processing Overview
The quality of the image files submitted to Scan can affect the accuracy of OCR conversion. For
this reason, the recommended workflow for ProSystem fx Scan includes several preparatory steps
that can improve the quality of images generated by scanning. These steps are not mandatory, but
will give you the best possible results from OCR processing.
Note: This workflow assumes that Scan has already been installed and configured. See
Installing Scan Administrator on page 6 for installation instructions. For information about
configuring Scan, see Configuring Scan on page 12.
Chapter 1 - Overview and Installation • 1