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Hot topics - Week of December 22, 2024
Wolters Kluwer Canada wishes you Happy Holidays!
Customer Service and Support Centre - Modified Business Hours for the 2024 Holiday Season (ET) Note: Our telephone support is only available on Mondays and Tuesdays exclusively for Taxprep and CCH iFirm customers, and will cease at the end of this year. Cantax, CCH AnswerConnect, AliForm, CCH Engagement, CCH Practice Management, CCH Scan and CCH Site Builder products are already only supported by web tickets. To learn more about how to contact us, please visit our corporate web site. Support platform: Everything you need to know
Please refer to the videos below to find out how to register for the support platform and make the most of it: Last week most consulted articles from our Knowledge Base
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Date: 2024-Dec.-12
CCH Scan Version 21.0 Release
We are pleased to announce the release of CCH Scan version 21.0.
This version is now available for download.
Review your Documentation
Before you install this latest release, please review the documentation thoroughly, including the Release Notes, available for download. If you have any questions, please register to our Support Platform and submit a support ticket.
New Enhancements
A summary of the key enhancements is provided below. Please review the Release Notes for more details.
Validate Your Scanner Settings for Optimal Results
The quality of scanned images is critical to achieve optimal extraction results with AutoFlow Technology. Having a good scanner that is configured properly will generate greater extraction accuracy. Regular scanner maintenance is also a key factor for success. To determine if the output of your scanner is suitable for AutoFlow Technology, please scan the sample slips sent to your firm and submit the resulting TIF or PDF file at https://support.wolterskluwer.ca/en/sharefile. Our Technical Support team will analyze your file and reply to you to confirm whether the quality of the scanner output will be likely to produce good data extraction results.
Register to the Wolters Kluwer Support Platform
Register to our support platform to submit, modify and track all your support requests in a single location. A chatbot system and a live chat feature powered by our virtual assistant are also included, with access to over 40,000 articles from our knowledge base. Note that since December 1, 2023, the Support Centre no longer offers an email support service, which has been replaced by our new support ticketing system.
If you need help during the registration process, please consult the following article to get all the information you need: How do I register to the new Support Platform?
Register now to our Support Platform and take advantage of all the benefits it has to offer!
To consult our customer service schedule and learn more about how to contact us, please visit our corporate Web site.
Release of our Advanced Virtual Agent 2.0
Combined with GenAI, our Advanced Virtual Agent now provides direct descriptive answers to your queries rather than a list of articles to consult. Based on the content of our knowledge base, these answers quickly provide all the information you need to get on with your work. Connect with our Advanced Virtual Agent 2.0 to benefit from a more efficient virtual conversation!
CCH Scan Training
Please note that attending some Training Webinars is mandatory for new CCH Scan customers.
It is essential that members of your staff involved in tax preparation understand the procedures and changes in workflow that result from the adoption of a paperless tax preparation process. Mandatory training sessions ensure that your firm starts to experience the benefits offered by CCH Scan immediately. Our CCH Scan coordinator will plan your attendance. For firms renewing CCH Scan this year, we are pleased to offer an optional refresher Webinar, which highlights enhancements to the program including AutoFlow Technology.
Download only
The CCH Scan product and related documentation are available by download only. Only the batch of sample slips used to validate your scanner settings will be mailed to you. If you have any questions or concerns, please register to our Support Platform and submit a support ticket.
We are pleased to announce the release of CCH Scan version 21.0.
This version is now available for download.
| Download Now! |
Review your Documentation
Before you install this latest release, please review the documentation thoroughly, including the Release Notes, available for download. If you have any questions, please register to our Support Platform and submit a support ticket.
New Enhancements
A summary of the key enhancements is provided below. Please review the Release Notes for more details.
CCH Scan
- Scan Optimizer
Scan Optimizer runs two OCR engines against data on forms. The results from each OCR engine are compared against each other, and when the results are not a 100% match, the non-matching fields are displayed to the user in the Scan Validation screens for action. This feature increases the processing time for files and can be turned off in the CCH Scan Administrator settings; however, it is not recommended to do so. For more details, see the Learn about Scan Optimizer article.
- Scan Validation
A minimize/maximize button has been added to the top of the Scan Validation window for a wider view.
- Search Box for Tax Returns
The search box window has been expanded to display 25 characters (previously 12 characters) for searches of tax returns by SIN or Client ID.
- Classification and Extraction
Algorithms for classifying and extracting data on forms have been upgraded, allowing for more forms to be recognized more accurately.
CCH Prosystem fx PDFlyer
- CCH ProSystem fx PDFlyer now supports the Adobe Acrobat Classic version.
Validate Your Scanner Settings for Optimal Results
The quality of scanned images is critical to achieve optimal extraction results with AutoFlow Technology. Having a good scanner that is configured properly will generate greater extraction accuracy. Regular scanner maintenance is also a key factor for success. To determine if the output of your scanner is suitable for AutoFlow Technology, please scan the sample slips sent to your firm and submit the resulting TIF or PDF file at https://support.wolterskluwer.ca/en/sharefile. Our Technical Support team will analyze your file and reply to you to confirm whether the quality of the scanner output will be likely to produce good data extraction results.
Register to the Wolters Kluwer Support Platform
Register to our support platform to submit, modify and track all your support requests in a single location. A chatbot system and a live chat feature powered by our virtual assistant are also included, with access to over 40,000 articles from our knowledge base. Note that since December 1, 2023, the Support Centre no longer offers an email support service, which has been replaced by our new support ticketing system.
If you need help during the registration process, please consult the following article to get all the information you need: How do I register to the new Support Platform?
For more details about the web ticketing system and best practices, watch the following “How to” videos:
- How to Register With the Support Platform to Begin
- How to Open a Support Case
- How to Manage Your Support Cases
- How to Reset Your Support Platform Password
Register now to our Support Platform and take advantage of all the benefits it has to offer!
To consult our customer service schedule and learn more about how to contact us, please visit our corporate Web site.
Release of our Advanced Virtual Agent 2.0
CCH Scan Training
Please note that attending some Training Webinars is mandatory for new CCH Scan customers.
It is essential that members of your staff involved in tax preparation understand the procedures and changes in workflow that result from the adoption of a paperless tax preparation process. Mandatory training sessions ensure that your firm starts to experience the benefits offered by CCH Scan immediately. Our CCH Scan coordinator will plan your attendance. For firms renewing CCH Scan this year, we are pleased to offer an optional refresher Webinar, which highlights enhancements to the program including AutoFlow Technology.
Download only
The CCH Scan product and related documentation are available by download only. Only the batch of sample slips used to validate your scanner settings will be mailed to you. If you have any questions or concerns, please register to our Support Platform and submit a support ticket.