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CCH® ProSystem fx® Best practices for printing organizers
- Engagement letters:Include engagement letters in your CCH® ProSystem fx® organizer so that they transfer into Organizers.
- Print options:
- When printing your CCH® ProSystem fx® organizer, always set the Destination dropdown to PDF File to make sure bookmarks are properly generated.
- To use batch processing, organizer file names should be in named by Client name:YYI_<Last name>_<First Initial>_Organizer_V#_<ClientID>Example: 15I_Smith_J_Organizer_V1_ABC123
- Don’t customize the questionnaire. Use the default questionnaire in CCH® ProSystem fx®.
- Social Security Numbers:We recommend suppressing Social Security numbers when outputting a CCH® ProSystem fx® organizer.
- Checklist organizer forms:We recommend using the checklist organizer created by CCH® ProSystem fx®. This helps reduce the number of unnecessary pages.
CCH ProSystem fx® reference documents
This article applies to:
- Product: safesend
- Subject: Print
- Audiences: Staff