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IntelliForms®


Includes over 20,000 forms and instructions, including sales and use tax forms, as well as expanded sets of nonprofit and financial and estate planning forms.

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888-CCH-REPS  |  888-224-7377

Explore the features and facets of IntelliForms®

The Basics:

 Learn more about how this product can help your business

How long would it take you to wade through 20,000 federal, state and city forms, instructions, IRS publications and practice aids to find what you need? Kind of like trying to find a needle in a haystack, isn’t it? Climb out of the haystack today with IntelliForms, a powerful desktop tool that lets you find, view, complete, save, print and store the latest versions of the forms you need — all in record time.

Find, interact with and store forms in record time. Contact us today — we’ll get you there.


Formats available / Update frequency

The Details:

 See the specifics about this product that make it stand out from the competition.

IntelliForms transforms the way you find, view, complete, save, print and store forms. Working from an easy-to-use interface and intuitive toolbar, it allows you to:

  • Use targeted filters to narrow your search of more than 20,000 forms and instructions, including sales and use tax forms, as well as expanded sets of nonprofit and financial and estate planning forms.
  • Instantly link from the form to relevant sections of official instructions.
  • Use tab format to organize and categorize your data by client.
  • Check for the latest version of a form each time it’s opened.
  • Flow data from draft form to final form and from worksheet to related form.
  • Import saved PDF forms into ProSystem fx® and access forms from the ProSystem fx dashboard.
  • Link from the form field to CCH® Tax Prep Partner Series™, which offers explanatory and compliance-focused research content.
  • Access interactive, archived versions of forms from 2005 to the present, as well as an online library of forms in PDF format going back to 1998.

Find, interact with and store forms in record time. Contact us today — we’ll get you there.


Formats available / Update frequency

Training:

 Take a closer look at onsite, on-demand, online and other training options

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.

Support:

 Learn about our live support options and powerful self-help tools

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.

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