ProSystem fx®

Scan with PD Flyer & AutoFlow

Technology™

Presenter

Art Feldman, CPASoftware Product Specialist, Tax

Call: 1-855-747-8824Code: 2771112 #

For a full screen , please double click the in the bottom right hand corner of your screen.

If you could save 20 minutes on every 1040 you prepare?

Go home early? Make more money?

ProSystem fx Scan Process

ProSystem fx Scan Process

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ProSystem fx Scan Process

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ProSystem fx Scan Process

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ProSystem fx Scan Overview

1099-INTInterestIncomeexempt

The 3-in-1 Digital Tax Preparation Solution

1) Scan is an automated source document identifier, sorter and organizer— Like an employee who organizes and photocopies source documents for

file— Creates a bookmarked PDF of source documents in order of 1040 line

items — Designed to facilitate on-screen 1040 preparation with dual monitors

2) PD Flyer is a CPA-designed Acrobat® plug-in— Digital equivalent of notes, tickmarks, cross-referencing etc.— Provides tools to optimize efficiency working with scanned source

documents

3) AutoFlow™ Technology dramatically reduces 1040 return data entry— The fastest, most accurate and lowest paid data entry person available— 17 of the most common tax forms plus extracts gains and losses— Import verified data directly into ProSystem fx® Tax

ProSystem fx® Scan with PD Flyer™ & AutoFlow™ Technology

Scan 4.0 - Supported Tax Forms

SSA-1099W-2W-2 G1099-GK-1s (1041, 1065, 1120S)Combined StatementsGain & Loss Statements

AutoFlow - Supported Tax Forms

10981098-T1099-DIV1099-INT1099-MISC1099-Q1099-R2439

ProSystem fx Scan with AutoFlow Technology

Alpha Mark AdvisorAltos Financial Management LLCAmerican EnterpriseAmeripriseAmeritradeAXA AdvisorsBanc of AmericaBank of AmericaBarclaysBessemer Trust CompanyBNY Mellon Wealth ManagementBrownCapital OneCharles SchwabChase Investment Services Corp.Chevy Chase TrustCiti Private BankCity Securities CorporationCredit SuisseDavenport & CompanyDavid LernerDeutsche BankDuncan WilliamsEastern BankEdward JonesE*Trade

Ferris Baker WattsFidelity InvestmentsFiduciary TrustFirst Command Financial PlanningFirst International Bank & TrustFirst ManhattanFirst Southwest CompanyFMS BondsFolger Nolan Fleming DouglasFranklin TempletonFrost National BankGenworth FinancialGirard SecuritiesGoldman SachsHefren-Tillotson IncHeritageHilliard LyonsING DirectJanneyJB HanauerJP MorganKeybank National AssociationKovitz Investment GroupLegg MasonLPL FinancialM&T Investment Group

Merrill LynchMesirow FinancialMoneta GroupMorgan KeeganMorgan StanleyNational Financial ServicesNeuberger BermanNorthern TrustNorthwestern MutualNPCOppenheimerPensonPershingPNC BankPrimeVestPrivate Wealth ManagementRam TrustRaymond JamesRBCRBSRobert W. Baird & Co.S & T BankSanford BernsteinScott & StringfellowScottradeSEI Private Trust Company

Sontag AdvisorySovereign BankSteinberg Asset ManagementStephens Inc.Sterne Agee & Leach Inc.Stifel NicolausSummit Financial StrategiesSunTrustSynovusT Rowe PriceTaylor Investment CounselorsTIAA-CREF Trust CompanyTrust Company of AmericaUBS Financial Services IncUnion Bank of CaliforniaUS TrustUSAAUSBankVanguardWachovia SecuritiesWedbushWells FargoWFAG WFS LLCWI Services CompanyWilliam Blair & Co

AutoFlow – Supported Combined Statements

ProSystem fx Scan with AutoFlow Technology

Alpha Mark AdvisorAltos Financial Management LLCAmerican EnterpriseAmeriprise AmeritradeBanc of AmericaBessemer Trust CompanyBNY Mellon Wealth ManagementBrownCharles SchwabChase Investment Services Corp.Credit SuisseDavenport & CompanyDavid LernerDeutsche BankEdward JonesE*TradeFidelity InvestmentsFiduciary TrustFirst Command Financial PlanningFirst International Bank & TrustFirst ManhattanFirst Southwest Company

Frost National BankGenworth FinancialGoldman SachsHefren-Tillotson IncHilliard LyonsING DirectJanneyJB HanauerJP MorganKovitz Investment GroupLegg MasonLowry HillLPL FinancialMerrill LynchMesirow FinancialMoneta GroupMorgan KeeganMorganStanley Smith BarneyNational Financial Services LLCNPCOppenheimerPensonPershingRam TrustRaymond James

RBCS & T BankSanford BernsteinScottradeSontag AdvisorySteinberg Asset ManagmentStephens Inc.Stifel NicolausSummit Financial StrategiesSuntrustSynovusT Rowe PriceTaylor Investment CounselorsTIAA-CREF Trust CompanyTrust Company of AmericaUBS Financial Services IncUS TrustUSAAVanguardWachovia SecuritiesWells FargoWFAGWI Services Company

AutoFlow – Supported Gain & Loss Statements

4 Simple Technology Considerations

Dual Monitors Adobe Standard or Professional (version 7 or

higher) Scanner – Multi-page TIFF files, ADF & Duplex 2 Options

—On Premise - Dedicated WorkstationProcessing done in office

—SaaS – No additional hardware In the Cloud

That one hour of training = five hours of productivity!

Training is always a key to efficiency…

Did you know………

ProSystem fx® Scan/Autoflow IT ConsultingScan Fundamentals TrainingScan OperatorsProfessional AssociatesBest Practices Consulting

ProSystem fx® Training

Think about your 1040 preparation processes How long does it take you?

—Organize 1040 source documents—Enter data in your tax software—Review the return—Make copies of source documents

How much does it cost you?—Paying professional staff to organize and enter data—Paper for review copies—Paper source document copies—Cost of extra help during tax season

What Can Scan AutoFlow with PD Flyer Do for You?

Allow professional staff to focus on higher value tasks Standardizes 1040 prep process Significantly reduce costs associated with paper – copies, toner and

storage Automates gain and loss transaction data entry – No Form 8453

attachments Faster turn-around time of returns = faster you get paid Remain competitive and profitable

Customer Testimonials

“ProSystem fx® Scan with AutoFlow Technology™ allows us to use a standard approach to data verification and validation. And the more efficient and accurate you are on the front end of 1040 tax return prep, the better you are at preparing the final tax return. Once someone knows how to use it, you can cut 25 percent off the prep time, straight up. It could be higher than that, depending on the complexity of the return.”

“Scan and AutoFlow have changed how we think about tax preparation and allowed us to continue to take on new clients without having to increase staff. Two or three years ago we were considering outsourcing some tax prep work, but with Scan and Autoflow, that need disappeared.

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-Stanley M. Tolle Director

Benson & Neff

-Michael Johnson, CPA

Partner O’Sullivan Creel

Recorded Customer Interviews about ProSystem fx® Scan & AutoFlow™

Click pictures to view

For Additional Information….

Please contact your ProSystem fx® Sales

Specialistor

call 1-800-PFX-9998Read more testimonials

THANK YOU!Art Feldman, CPA Art.Feldman@WoltersKluwer.com 888-277-1112