CCH Small Firm Services — ATX and TaxWise Scan&Fill

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From the July 2010 Review of Document Storage Systems.

As the name implies, ATX and TaxWise Scan&Fill is a scanning and document storage system that is designed as in integral extension of the ATX and TaxWise tax prep software.

CORE FUNCTIONALITY:
The interface is simple in its design. An intuitive toolbar of functions is displayed along the top of the screen, and the document folder list is displayed along the left side. Scan&Fill uses a traditional Windows Explorer folder model. You can configure a default folder structure template to apply to each client, and then you can add client-specific folders as needed. Within a folder, documents are catalogued by user-defined document categories. A PDF print driver is provided to generate and store reports and documents directly to the document storage application.

INTEGRATION:
The deepest integration is with the ATX or TaxWise software. You can print returns from the tax application, and Scan&Fill will label and store them to the appropriate client and folder. If the folder doesn’t exist, it will be automatically created. Returns can also be printed in bulk to create individual client files. Integration with the fixed assets manager and client write-up solution is provided, and it will also create the appropriate folders to store documents from these applications as necessary.

You have the option to print using the program’s print driver and store e-mails or they can be saved in their native format. Outbound e-mail functionality is particularly strong. You can select multiple files to e-mail and automatically encrypt them with the last four digits of the social security number or tax ID number for the password. Alternatively, you can establish a user-defined password. An integrated scan button will scan to a PDF format, as well as some alternative file formats. TWAIN-compliant scanners are supported, and a list of supported scanners is posted on the vendor’s website.

ADVANCED FUNCTIONALITY: