How do I update CCH® ProSystem fx® Scan to the newest version?

The video below explains how to install CCH® ProSystem fx® Scan using Software Delivery Manager.

Note: The video may show an earlier version of CCH® ProSystem fx® Scan. The installation instructions are identical for all versions of CCH® ProSystem fx® Scan.

Before You Begin

Installation Overview

The process to update or install CH® ProSystem fx® Scan consists of two steps:

  1. Downloading the CH® ProSystem fx® Scan installation file from Software Delivery Manager.
  2. Completing the installation process. 

Downloading the Installation File from Software Delivery Manager

  1. Open Software Delivery Manager.
    • When prompted for a User ID and Password, enter your CCH® ProSystem fx® Office single sign-on (SSO) ID. 
    • By default, the User ID is your 6-digit CCH® ProSystem fx® account number.
  2. Select Scan from the list of products to install.
  3. Click Start Download in the lower right-hand corner.
  4. If prompted, select the location where you want to save the installation files, and then click OK.
    • Note: During this step you are not installing anything yet. You are just downloading the files to be used for installing.

The download may take a bit of time, depending on your Internet bandwidth. Once the Download Status column displays "View product installation package," you are ready to continue.

Completing Installation

As a reminder, the following steps must be done on the CCH® ProSystem fx® Scan Administrator computer. You should not try to uninstall a previous version of CCH® ProSystem fx® Scan Administrator, because the new version's installer removes a prior version (while preserving settings, jobs and job history, etc.) and then installs the newer version. You should disable all anti-virus software on the CCH® ProSystem fx® Scan Administrator computer before beginning the following procedure.

  1. In Software Delivery Manager, click View downloaded file in Windows next to Scan. A new Windows® Explorer window opens showing you the installation file that you just downloaded.
    • Note: The file name might vary, depending on the version you downloaded. For example, if you downloaded Scan version for use during the 2022-2023 tax season, the file is named "prosystem_fx_scan_19.0.0.5.exe".
  2. Right-click the installation file and select Run as administrator.
  3. If you are prompted to confirm that you want to allow CCH® ProSystem fx® Scan to modify your system, select Yes.
  4. Click Next.
  5. Review the License Agreement, then click I Agree.
  6. If needed, click Browse to select a different installation location.
  7. Click Install.
  8. When prompted for a permkey, select Use existing permission key, and then click Next.
  9. Click Finish.
  10. Go to the General Settings tab and click the Check Now button to have the program apply any catalog updates.

After updating the CCH® ProSystem fx® Scan Administrator module you must update the CCH® ProSystem fx® Scan Workstation application installations on those computers where you need it. See our article 000192320 "How do I install CCH® ProSystem fx® Scan Workstation?.

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