CCH Scan Version 17.0 Release

We are pleased to announce the release of CCH Scan version 17.0.
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 do not hesitate to call the Support Centre at 1-800-268-4522 or send an e-mail to csupport@wolterskluwer.com.


New Enhancements

A summary of the key enhancements is provided below. Please review the Release Notes for more details.
 

• CCH^® Prosystem fx Funnel
  The Funnel application, which installs with CCH Scan Administrator and CCH Scan Workstation, replaces the manual “print-then-scan” workflow you might have used to handle digital files received from your clients. Funnel can improve your workflow and help you reap the benefits of receiving digital files.
   
• Reset Default Settings for CCH Scan Administrator
  Each year we optimize settings related to CCH Scan for the best performance. However, when the CCH Scan update is installed, your settings are not updated, which might mean that CCH Scan is not running at optimal performance. Folder settings options, such as blank page removal, border removal, and other options can now be restored to their original default.
   
• Adobe^® Acrobat^® Support
  Adobe Acrobat DC for both the Continuous and Classic tracks is supported.
   
• Form classification and extraction
  The CCH Scan catalog is updated on a regular basis between January and early April to incorporate new and modified slip types.
  To ensure that you get the best results, install the catalog updates that will be released throughout tax season. Note that the automated update functionality is the only means of updating the catalog.
  Your firm can easily and securely contribute to these catalog updates to incorporate the specific slip variations you are working with:
   
  • Thanks to the Upload and Encrypted e-mail features in the CCH Scan validation tool, firms submitted thousands of slips to the Wolters Kluwer Development team.  
  • If you see a poorly classified or extracted slip image in the CCH Scan validation tool, simply click the e-mail icon. The attached files are fully encrypted for secure transmission. New form variations will be analyzed and included in the next update of the CCH Scan catalog.  
  • Files are handled with the highest confidentiality standards as per Wolters Kluwer privacy policy.

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 by e-mail to csupport@wolterskluwer.com. 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.


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 contact the Support Centre at 1-800-268-4522.