ClientRelate™

ClientRelate is an innovative productivity tool that integrates with your daily workflow in a variety of ways. It helps your clients by automatically alerting you to new tax developments and quickly identifying the affected clients. It also points out which clients may benefit from specific services. For your firm, it points out new client service areas and opportunities you may want to add to your practice.

ClientRelate gives you the expert analytical research support and professionally developed tools that will drastically improve your efficiency and complete your client services.

Strengthen your practice with ClientRelate. Contact us today — we’ll get you there.

Formats available / Update frequency

• IntelliConnect : Updated weekly.

ClientRelate allows you to perform three types of searches that provide you with fast answers to your clients' tax questions: Search by Tax Bulletin, Search by Service and Search by Client.

Search by Tax Bulletin

Bulletins offer you timely coverage of new developments in federal and state tax law.

• Search by Bulletin looks across your entire client base to see which clients are impacted by specific developments.
• Search results highlight the new tax development, point out the follow-up actions required and indicate taxpayers that may be affected.
• The client letter communicates the new development in non-technical language so that you can quickly mail or e-mail your clients.

Search by Service

This search checks across your entire client base to see which clients might benefit from specific services or engagements and provides comprehensive analysis of step-by-step procedures for tax planning engagements. It also:

• Provides a detailed explanation of the tax law behind the service so that you have a better basis for providing the service to your clients.
• Details the actions required to provide the service so that junior staff can perform the service with less supervision.
• Offers downloadable tools that shorten the time required to complete the service. These include sample spreadsheets, checklists, questionnaires and filled-in forms.
• The client letter produced describes the potential benefit of the service in non-technical language so that you can quickly mail or e-mail your clients.

Search by Client

Determine which services or bulletins might be most beneficial to a particular client.

• Generate a list of clients that could be impacted by new tax developments or benefit from tax planning strategies.
• Use the ClientRelate wizard from any bulletin or service to initiate a search against your database of federal and state tax returns in ProSystem fx®.
• At the conclusion of your search, you’ll be presented with a list of targeted clients.

Powerful tools within ClientRelate complete the process.

• Client Letters: Once you get your results, you can easily send out client letters with the mail merge tool. The client letters within ClientRelate are pre-formatted to work with Microsoft® Word mail merge or e-mail merge functionality, so you can easily communicate important issues with your clients. The process is easy. You simply:
  • Review the letter and personalize it to fit your style.
  • Verify that all the clients on the results list should receive the letter.
  • Click on the Merge to a New Document icon to produce a personalized letter for each client on the list.
  • The integration with your ProSystem fx tax preparation software continues as the client contact information is extracted from your tax preparation client files.
• Spreadsheets — Most ClientRelate services and some bulletins contain downloadable spreadsheet files that assist you in performing calculations for your clients. These spreadsheets are built and tested by our editors, so that you can save time in performing the service or communicating the impact of a new law.
• Assumptions — Most spreadsheets have a data collection page for you to enter the relevant data.
• Client ready output — The spreadsheets contain a customer presentation page, formatted with a professional look.
• Filled-in forms — When a form that is not used frequently is required, ClientRelate provides sample filled-in forms and supporting statements to provide guidance when you complete the form for your clients.

Strengthen your practice with ClientRelate. Contact us today — we’ll get you there.

Formats available / Update frequency

• IntelliConnect: Updated weekly.

ClientRelate easily integrates into your daily workflow:

• Review Tax Tracker News to stay abreast of ClientRelate releases
• Determine whether new ClientRelate Bulletins or Services may be applicable to your clients
• Simplify year-end tax planning by using ClientRelate's annual year-end tax planning bulletins, including client letters
• Mark your modifications to the search, if any, on the Search Customization sheet
• Run search, making modifications as indicated on the Search Customization sheet and print Results List
• Review Results List and delete clients as necessary (e.g., no longer a client of the firm)
• Review client letter and modify if you wish
• Create letters using Microsoft® Word mail or email merge
• Perform selected Service by following ClientRelate's Step-by-Step guidelines and using pre-prepared Practice Aids

Strengthen your practice with ClientRelate. Contact us today — we’ll get you there.

Formats available / Update frequency

• IntelliConnect: Updated weekly.

ClientRelate streamlines your firm's tax planning and client communication workflow and helps you take more effective advantage of your resources. ClientRelate helps you save time and money, generate revenue, and focus on the most important element of your practice – your clients.

Learn How to Enhance Your Client Relationships
Attend a free 45-minute Live Web Demo to see how ClientRelate can help you translate tax strategies and developments into actionable workflows. Webinars include such topics as:

• Detailed explanation of the tax law, providing the basis for offering the service to your clients
• Highlights of the advantages of the service, a profile of taxpayers who might benefit, and a description of the ClientRelate search of your tax return database
• All actions required to provide the service, allowing your junior staff to handle them with less supervision
• Downloadable tools that reduce the time needed to complete the service, including sample spreadsheets, checklists, questionnaires, and filled-in forms
• A client letter in layman's terms communicating the tax implications for your clients
• Bulletins that provide timely coverage of new tax developments or that assist in year-end planning

View Schedule

CCH offers onsite and online training for all levels of professional development, including courses that earn CPE credit. Whether you’re a novice or skilled user, our expert instructors, course content and learning tools offer the tips, tricks and solid explanations you need to transform your work processes.

Available training includes on-demand or online self-study options; Web-based and onsite training; and a variety of seminars and conferences, some at a location near you.

• ClientRelate

CCH Support is the best in the business — we’re always here when you need us. To keep your office up and running, we offer helpful tools, as well as a variety of ways to interact with CCH Support.

CCH Knowledge Base — In this online database of CCH software information, you’ll find step-by-step instructions, information on critical known issues and product documentation.

• Web ticket — Learn how to open a Web ticket online to submit your question directly to customer support.
• System requirements — Find out exactly what you need for CCH products to function properly in your office.
• Real-time chat — If you need a quick answer but don’t want to pick up the phone, live chatting via your Web browser is the way to go.
• CCH Support Center — Pick up your phone and call us to speak directly to a customer support representative.
• Remote support — Complicated problem? We can access your computer remotely and view your screen.

Get the most out of your CCH products — connect with us today.