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CCH ProSystem fx Scan
Sorts scanned client tax documents into organized, bookmarked PDFs and, with AutoFlow Technology, extracts 1040 and 1041 data into the CCH return.
| What the AI does | AI-enabled smart scanning uses computer vision and machine learning to identify, sort and bookmark client tax documents; AutoFlow Technology extracts 1040/1041 data |
|---|---|
| Who it serves | Small CPA firms, Tax offices |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Not stated on the vendor site |
| Best fit | Small firm, Mid-size firm |
| Category | Document Collection, OCR & Data Entry |
| Also fits | Tax Preparation & Review AI |
| Part of | CCH ProSystem fx / CCH Axcess (Wolters Kluwer) |
| Works with | CCH Axcess, CCH ProSystem fx, Adobe Acrobat |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
CCH ProSystem fx Scan is listed as a fit for small and mid-size firms, and the vendor names small CPA firms and tax offices on its own site. The job it gets hired for: collecting client documents, reading them and getting the numbers into the ledger or the return without retyping. It also fits the Tax Preparation & Review AI category.
What it costs
CCH ProSystem fx Scan is priced by quote, so the demo is where you get a number tailored to your firm. Ask the vendor about a trial when you reach out.
Good to know
CCH ProSystem fx Scan is Wolters Kluwer's front door to a paperless 1040 and 1041 workflow: AI-enabled smart scanning identifies, sorts and bookmarks client source documents into an organized PDF, and AutoFlow Technology lifts the data into the CCH return. It is sold through a solution consultant with no posted price, and it pairs naturally with CCH Axcess Tax and CCH ProSystem fx Tax.
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