IntelliConnect® Best Practices and User Guides
This library of materials provides quick and easy, how to guidelines for using IntelliConnect. Please click the links below to access the Adobe® PDF files.Browsing & Searching
- Best Practices for Finding Answers to International Tax Questions [PDF - 51KB]
- Locating Related Information [PDF - 273KB]
- Locating the Full Text of Code and Regulation Sections [PDF - 90KB]
- Narrowing Your Results Using the Filters [PDF - 277KB]
- Searching Specific State Using the Jurisdiction Filter [PDF - 136KB]
- Search Using the Jurisdiction and Document Type Filters [PDF - 141KB]
- Tips for State and Local Tax - IntelliConnect Users [PDF - 92KB]
- Using BNA Publications on IntelliConnect [PDF - 455KB]
Customization
- Customizing Practice Areas [PDF - 160KB]
- Delivery of Law and Business Report Letters and Newsletters [PDF - 762KB]
- Managing Access to IntelliConnect [PDF - 74KB]
- Saving Browser Favorites [PDF - 686KB]
- Setting Up Favorites [PDF - 91KB]
- Setting Up Report Letters and Tracker News [PDF - 200KB]
Practice and Workflow
- Customizing IntelliConnect [PDF - 933KB]
- Directory of Federal Judges [PDF - 537KB]
- How to Print in IntelliConnect [PDF - 73KB]
- Productivity Tips [PDF - 84KB]
- Topic Navigator for Federal Securities and Federal Tax [PDF - 3.9KB]
IntelliConnect User Guides
- Client Relate Training Guide [PDF - 3.3MB]
- IntelliConnect Advanced Quick Reference Card [PDF - 529KB]
- IntelliConnect Quick Start Guide [PDF - 1.6MB]
- IntelliConnect Quick Start Guide for SALT Practitioners [PDF - 469KB]
- IntelliForms Quick Start Guide [PDF - 607KB]
- Researching in IntelliConnect [PDF - 1.9MB]

Helpful Tools
TourQuick Reference [PDF - 709KB]
Advanced Quick Reference [PDF - 438KB]
Quick Start [PDF - 3.3MB]
Sales Sheet[PDF - 1.9MB]
Best Practices
Training Video
Enhancements
Pfx Tax Integration Demo


Support
IntelliConnect Support Site: Support.CCH.com/IntelliConnectChat | Email
1-800-344-3734
M-F, 8 am - 8 pm CT
See the User Guides page for more information.

