In addition to its seamless integration with the Microsoft® Office®, Tax integrates with the ProSystem fx® Suite. Integration lets your staff spend less time looking for the information they need and more time getting the job done.
ProSystem fx® Scan — The combination of Scan,Tax and PDFlyer™ provides a completely paperless 1040 preparation solution for your firm, taking source documents, document scan and document imaging to a whole new level.
ProSystem fx® Document — This powerful content management system stores your electronic workpapers, binders, client source documents, financial statements, human resources data files and back-office documentation so you can access them quickly and easily right from Tax.
ProSystem fx® Engagement — Standardizes your firm’s tax and audit processes and workpapers with electronic binders that mimic your physical files and increase efficiency. To further increase your productivity and save time, you can access workpapers directly in Tax.
ProSystem fx® Practice Management — This top-rated time and billing system links directly to Tax and contains automated timekeeping, comprehensive invoicing, standard and custom reports, as well as powerful workflow tools.
CCH® eSign — Now you can enjoy the many time- and cost-saving efficiencies of e-signature technology with the first solution created especially for Form 8879. CCH eSign also lets you capture clients’ and employees’ digital signatures across a wide range of IRS, client-facing and internal firm documents, securely and in minutes, from engagement letters to Forms W-9, 4506-T and 7216.
For the IRS-approved use of electronic signatures on Form 8879. Imagine the time and money-savings you’ll enjoy! Benefit from a totally paperless e-signature process today.
Tax also integrates with several other CCH solutions:
IntelliConnect® — Provides a real-world focus on tax laws and important issues you face every day. It connects directly to interactive research aids, practical examples, sample calculations, compliance pointers, comments, planning notes and other features.
CCH ClientRelate™ — Helps identify clients within Tax who will be affected by new tax legislation.
Smart Charts™ — Chart state tax issues in one jurisdiction or compare tax treatments across multiple tax jurisdictions. Tax includes a link to Smart Charts that address multi-jurisdictional research needs.
Automate your tax process today. Contact us today — we’ll get you there.