Reference Materials

Help with ProSystem fx Scan:

1. F1or Help from any Scan window 2. Search for answers at http://support.cch.com/answers. 3. To use online chat, enter the following Web address in your Web browser: http://support.cch.com/chat/taxtechsupport After entering your name, email address, and account number into the online form, you will be connected to a support representative. 4. You can call our support representatives at 1-800PFX-9998, option 6.
*Note: Normal business hours for our Support representatives are 8 a.m. to 7 p.m. CT Monday through Friday. Extended business hours, including some weekends, are available at select times of the year.

REMOTE SUPPORT:
Support.cch.com/remotesupport

ISO DOWNLOAD:
https://portal.prosystemfx.com/portal User Name: scan@wkglobal.com Password: Cu$t0mer

ProSystem fx Scan 8.0.22

Release Notes Scan 8.Officially: The first new catalog release. Do not tell customers release notes: It was to fix an issue with importing 1099-B codes after Taxs latest update. The update must be ran on the Scan Admin computer and then everyone with Scan Workstation installed will need to update Scan Workstation.

Silent Install of PDFlyer:

To do a silent install of PDFlyer: 1. save the attached file locally and rename it to PDFlyer.config. 2. Open it with notepad and change the RootDir path by replacing the word Server with the name of the computer PDFlyer server is installed on.

3. In windows explorer, type in the command: \\server\workstation\PDFlyer.exe/S The S must be capitalized after the forward slash and you do need the quotes. Once again replace server with the name of the computer PDFlyer server is installed on.

Auto-Flow:
(Me) Internal Site: http://stage.scanautoflow.com Login: Jeremy.McFerrin@wolterskluwer.com (Customers): www.scanautoflow.com

Pre-purchased Auto-flow authorizations arent showing up in the Tax authorizations tool within Communications.
To get the ProSystem fx Scan Autoflow authorizations to appear do the following steps:
1. Open the CCH Tax Authorizations tool located within

"Communications".
2. On the "Scan Import" line type in the number of

authorizations you pre-purchased in the "Order New" column.

3. Click Submit (You will NOT be billed for the

authorizations you have pre-purchased! This is just to

get the authorizations loaded into the tool so they may be used!).

Cheesey Scan Overview Video

https://www.brainshark.com/cch/vu?pi=zHYzwQ2lNz1Isjz0&te xt=cchgroup

Autoflow Video
https://www.brainshark.com/cch/vu?pi=zGCzSAOVuz1TBCz0

Autoflow Refresher
https://www.brainshark.com/cch/vu?pi=zGCzSAOVuz1TBCz0

Scan SaaS Portal

Me - https://stage.scanautoflow.com Customers - www.scanautoflow.com

Error Downloading Permkey via automated permkey updaterWindows 7 or Server 2008.

*ProSystem fx Scan Administrator is not officially supported on Server 2008 or Windows 7. On these two operating systems you will need to manually update the permkey. To manually update or apply a permkey do the following steps: 1. Goto: http://support.cch.com and click on "Account Services" located in the middle of the screen towards the bottom. 2. On the "Account Services" page click on "Permission Key Download". 3. The website will prompt you to login, please do so. 4. Click on the link provided to start the Permkey download, save the Permkey to a location that's easy to find. 5. Once the download is complete run ProSystem fx Scan Administrator, click "Help", and then "Update License" (If this is the initial install of Scan skip this step and go to step 6). 6. In the "License" box select "Select License File Location" and click the Browse button. 7. Navigate to the folder you saved the Permkey in. 8. In the bottom-right corner of the browse window change the "Permkey data File" dropdown to "Compressed permkey file".

9. Highlight the Permkey file and click open. 10.On the "Update License" box click "Ok". 11. Restart Scan Administrator (If this is the initial install of Scan skip this step and continue with the install as normal).

When trying to download permkey from support site it is displaying Server error:
"Server:

Microsoft-IIS/5.0 Date: Mon, 11 Feb 2013 14:58:01 GMT X-Powered-

By: ASP.NET Set-Cookie: SecureAuth2=574246B11C9609EF7C59A6AB63D922931A595866D3172BC997B 32DF523C45ECF95C9BBD8526B5BF36E6056D58036CC767ED56225DBF9D86 52BE9BB2AAE85EA636431198A5DAEDA378BA03BBD32C3AB032F5B864F6CA 9BF9A91550C5BCA637481B2FD46F44F76D2973A5D22C039867B47063D4D9 C4D2882459AF86D803DC9EA75; path=/ X-AspNet-Version: 2.0.50727 Cache-Control: private Content-Length: 0"
Download permkey can be access from GfxSupportTool site or Support site URL: https://gfxsupporttool.prosystemfx.com/permkeysupport/PermKeyDownloadUtil.aspx URL: Support.cch.com Click on Permission Key Download under Account Services There is support ticket already open. 20130211-072638-BM

Error: This module has not been properly licensed. (6027)

(But general settings tab says license valid and/or they have multiple scan admin. Licenses.)

Workaround/Resolution:
You can correct the error with the following steps. Stop the IA server service so the IA server stops running. Go into the IAS directory and you should see a "startlic.001" file. Rename "C:\IAS\startlic.001 to startlic.lic" Restart the IA Server Service. Restart Scan Administrator Restart all CCH services. Verify Scan Administrator is operational by processing the sample file or other small file. If that fails to work you may try to remove the old licensing. NOTE: Try the first process before proceeding to the steps below.

Repeat steps 9-11 above then 1. After Renaming "C:\IAS\startlic.001" to "startlic.lic" DELETE the "C:\IAS\values.idx" 2. A new "values.idx" file will be created. 3. Restart the IA Server Service. 4. Restart Scan Administrator 5. Restart all CCH services. 6. Verify Scan Administrator is operational by processing the sample file or other small file.