ProSystem fx® Tax Notebook

Paper organizers are quickly becoming obsolete. Today’s clients expect their accountants to offer them a safe and secure online tax organizer, such as ProSystem fx Tax Notebook.

Although Tax Notebook accomplishes the same task as a paper organizer, this online client tax organizer does so much more — it’s customizable to your clients’ changing needs and offers them 24/7 online access to a secure area where they can enter data. It also gives you a way to track your clients’ progress so you know exactly when their notebooks have been completed.

Eliminate the headache and associated costs of paper tax organizers? If so, contact us today — we’ll get you there.

Tax Notebook is an online tax organizer that delivers what clients expect — convenience and technology that work together to make their lives easier and give your firm the ability to:

• Populate it with last year’s rolled-over information, quickly and accurately.
• Monitor and quickly track the status of each client’s Tax Notebook through the powerful status system included within Tax Notebook Toolkit.
• Provide marketing materials (postcards, flyers, sample letter and e-mail text) to help you promote your online tax organizer to your clients.
• Allow import of W-2 data from a variety of payroll providers as well as imports of Schedule D and 1099 B data from Gainskeeper®Pro, Morgan Stanley and Charles Schwab.
• Drive clients to your website where they’ll quickly learn the full scope of services offered by your firm.
• Enhance your professional image with a fully customized Tax Notebook, complete with a personalized Welcome Page with your firm name and logo.

You and your clients can rest easy when it comes to the safety and security of your digital data. The integrity of information is always secure and private, from SSL technology, data backup and redundancy to unique passwords and logins for each client.

Are you ready to eliminate the headache and associated costs of paper tax organizers? If so, Contact us today — we’ll get you there.

Integration with other CCH products is one of the major benefits of using Tax Notebook. Once your clients’ online tax organizer is complete, you’ll save hours of data entry time by seamlessly importing it into ProSystem fx®Tax.  Who knew that an online client tax organizer could also streamline your tax processes?

Are you ready to eliminate the headache and associated costs of paper tax organizers? If so, Contact us today — we’ll get you there.

Your firm can create customized notebooks for each client with the Tax Notebook Toolkit so that it mirrors the specific tax situations of each client. In addition, you can include your firm’s branding, such as your company name, address and logo.

Are you ready to eliminate the headache and associated costs of paper tax organizers? If so, Contact us today — we’ll get you there.

Revolutionize the way your firm collects client data, processes returns, and promotes its professional services! Join us for a free online demonstration of ProSystem fx Tax Notebook online tax organizer to learn how.

Demonstration Topics
A Tax Notebook expert will introduce this exciting product in an interactive, 30-minute presentation that covers…

Case Studies
Find out how other firms have successfully implemented Tax Notebook.

Benefits & Functionality
Discover the many advantages of using Tax Notebook from both your firm's and your clients' perspective. Find out how Tax Notebook:

• Conveniently allows clients to complete their Tax Notebooks from their home computer
• Reduces firm data input and increases the accuracy of the data
• Provides excellent web marketing opportunities for your firm

The Tax Notebook Toolkit
Learn how the Toolkit serves as your firm's administrative hub or "central command" for all Tax Notebook-related activities.

Security
Discover how CCH protects the security of your client information through SSL [Secure Socket Layer] technology and other measures.

View Schedule

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.