ProSystem fx Outsource

ProSystem fx® Outsource
Leverage and power of alternative staffing

ProSystem fx® Outsource™ helps you cut costs at your firm by up to 60%. The service streamlines your tax return processing operations by leveraging highly trained offshore tax professionals, allowing you to:

Increase morale and productivity by reducing long work hours and weekend staffing requirements.
Reduce or eliminate peak season overtime costs.
Refocus your staff on higher-value tasks
Convert the variable cost of tax preparation to a fixed cost.
Get faster turnaround times on returns by leveraging time zone differences.
Improve your document management processes.

One of ProSystem fx Outsource’s most popular features is the web-based Outsource Status system, which allows you to make queries and generate status reports about all of the tax returns you submit. All queries are available in real-time, so you’ll always know the current status of your clients’ returns.

Another popular feature of ProSystem fx Outsource is electronic document storage, which eliminates the hassle of having to store paper copies. Instead, Outsource gives you organized, bookmarked files that are conveniently accessible from the tax return. These files contain:

All scanned images
Preparer and reviewer tickmarks
Hyperlinks
Review notes
Reconciliation statements

You’ll be able to reduce your review time significantly thanks to these easy-to-use, paperless review tools.

A Bookmarking Only service (without the tax preparation) is also available.

When you use ProSystem fx Outsource, you’re ensuring the security and privacy of your clients’ data. To give you the highest quality tax preparation service, our vendors maintain:

The same comprehensive non-disclosure agreements as CCH personnel
A fully trained staff experienced with ProSystem fx Tax
Extensive and continuing training on all the latest federal and state tax laws and codes
A high-level final review process

ProSystem fx Outsource is completely integrated with ProSystem fx Tax , streamlining your efforts and greatly reducing any learning curve. Our exclusive Outsource Wizard conveniently bundles selected tax returns and source documents.

Here’s how it works …

Simply scan your “shoebox” of source documents and/or Organizers into electronic files.
These scanned documents, along with your current and prior year tax return data, are then compressed and transmitted to the CCH Outsource Center. Secured socket layering ensures data is always kept private and confidential.
Upon completion, the tax return, bookmarked workpapers, reviewer/preparer notes, and reconciliation statements are compressed, encrypted, and relayed back to your office from the CCH Outsource Center.
The result is a prepared return ready for your final review. That’s all there is to it!

Move Toward a Paperless Office

Organized bookmarked files are accessible from the tax return and contain:

All scanned images
Preparer and Reviewer tickmarks
Hyperlinks
Review Notes
Reconciliation statements

A Bookmarking Only service (without the tax preparation) is also available.