How do I use DataScan Plus with CCH ProSystem fx Tax?
The following video shows how to create a new search package using DataScan Plus.
DataScan Plus allows you to extract specific, detailed information from the client database to assist you in offering new services, respond faster to tax law changes, or just give a personalized attention to clients with specific tax needs. DataScan Plus enables you to set up the criteria of your choice and easily perform a review of your client database including all tax returns, client engagements, client profile data, and client history. In addition, you can also produce analytical reports listings, or even mailing labels to take full advantage of the possibilities in your client files.
Use the links below to find more information about using DataScan Plus.
Licensing and Installing DataScan Plus
Creating a search package in DataScan Plus
- Creating a keyword in Tax Preparation to create a search for data in a specific field - sw1478
- How to create a search package - sw924
- How to run a search for an existing search package - sw178
- Click here to find out more information: CCH® ProSystem fx® Tax: User Guide
- The Instruction Guides have a chapter on how to use DataScan Plus.