ProSystem fx® Tax (SaaS)

Get ready for more help than you ever thought possible with your tax return preparation workflow. Now available to you 24/7 from anywhere with an Internet connection, ProSystem fx Tax (SaaS) is part of the first group of ProSystem fx ® products to be offered in an integrated, centralized Software as a Service (SaaS) version, giving you the security and freedom of letting CCH host your files instead of maintaining them on your own servers.

The next generation of Tax gives you convenience and fluidity you’ve never thought possible. An easy-to-understand dashboard provides quick visibility to work in progress and easy access to other applications, including your Outlook calendar and email inbox. And you can forget the manual checklists. This enhanced Tax recommends items that need review or information that may be missing and flows information to all relevant schedules and forms. It continually monitors data relationships to ensure accuracy and completeness. Just think what that will mean to your overall cycle time.

Many of the features and functionality that make Tax top-of-the-line have been enhanced and improved for the next generation, with each change based on intensive client-centered research.

Tax is now more intuitive and effective than ever, with a user interface that’s a delight to use and productivity features that fully measure up to the task — no matter how complex.

To further speed your workflow, any of the following Tax modules can be purchased individually or bundled to meet all of your firm's compliance needs:

• Individual
• Partnership
• Corporation
• Deferred Compensation
• Fiduciary
• Estate & Gift
• Exempt Organizations
• Electronic Filing
• Productivity Software
• Data Conversion Services

Take your tax return processing to the next level. Contact us today — we’ll get you there.

This online version of Tax is built on a completely new technology platform, the Microsoft® .NET 3.5 Framework, resulting in built-in productivity and flexibility you’ve never seen before — and won’t find anywhere else.

This web-optimized solution is offered through a Software as a Service (SaaS) delivery model, allowing you to work from anywhere at anytime. With the application hosted by CCH, new versions and enhancements will be available immediately and seamlessly.

With the online version of Tax, you’ll benefit from:

• New look and feel — Having the same familiar user interface as Microsoft® Office® 2007 translates into ease of use. Helpful tooltips provide instant information about the function of a particular icon.
• Customized views that are transparent to the way you work —Customize the information about returns that you want to see with enhanced Return Manager functionality. Choose the information to include and change views on the fly. Use quick filters and grouping to arrange returns in the desired order.
• Practical tools for on-screen review — Increase the efficiency of your on-screen reviews with features that include tick marks and diagnostic sign-offs.
• Robust diagnostics — The application alerts you to incomplete returns or steps, changes that need to be reviewed, conflicts that need to be resolved and more.
• Expert guidance — Contextual help, examples and practice points — as well as real-time links to content on IntelliConnect® — help provide the information needed to efficiently research topics, answer questions and manage the return preparation process.
• Dynamic preparer notes — A fully integrated preparer notes system allows preparers to create and respond to an array of note types using powerful features that help you assign, review and batch purge — with just one click.
• Instant notes — Integration with the ProSystem fx® Suite dashboard gives immediate notification to the tax manager/preparer when a return needs their attention, eliminating the time returns are waiting for the next step in the cycle.
• The best of high-tech —Create professional correspondence from templates and edit in Microsoft® Word. Then, save to libraries and easily reuse the content in any return.
• Streamlined, sophisticated printing options — Create print sets which includes everything to be printed for a specific return. Send a job to multiple destinations, insert objects and add watermarks.
  • Routing sheet — If you are also using ProSystem fx® Workstream, you can click on the icon and update the routing sheet.
• Numerous return distribution possibilities —Tax returns can be sent to CCH's e-file system, printed to a printer, archived in ProSystem fx® Document or published in ProSystem fx® Portal for clients to access.  

Take your tax return processing to the next level. Contact us today — we’ll get you there.

Now available to you 24/7 from anywhere with an Internet connection, the next generation of Tax is part of the first group of ProSystem fx® products to be offered in an integrated, centralized Software as a Service (SaaS) version, giving you the security and freedom of letting CCH host your files instead of maintaining them on your own servers. Other products currently available in this format include:

Prosystem fx® Document
ProSystem fx® Portal
ProSystem fx® Workstream
ProSystem fx® Practice Management

All of these products integrate with a common client database, so you’ll have a single point of access for set up and administration of multiple ProSystem fx applications. A shared dashboard provides information in one convenient place.

ProSystem fx Tax is fully integrated with IntelliConnect®, the most powerful research platform available that gives you unprecedented access to the industry’s best content

Take your tax return processing to the next level. Contact us today — we’ll get you there.

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.

Migrating Customers

• ProSystem fx Tax (SaaS) - Best Practices Consulting
• ProSystem fx Tax (SaaS) - Administrator
• ProSystem fx Tax (SaaS) - End User Overview
• ProSystem fx Tax Update - Business Returns

New Customers

• ProSystem fx Tax (SaaS) - Best Practices Consulting
• ProSystem fx Tax (SaaS) - Administrator
• Introduction to ProSystem fx Tax (SaaS)
• ProSystem fx Tax (SaaS) - Individual Returns
• ProSystem fx Tax (SaaS) - Corporation Returns
• ProSystem fx Tax (SaaS) - Partnership Returns

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.