ProSystem fx® Tax – Productivity Tools

ProSystem fx Tax – Productivity Tools offers several value-added options to help you manage your practice‚ simplify return preparation and provide revenue-generating services to your clients. Client Manager™ creates and maintains complete profiles of your clients. Engagement Plus™ tracks all of your firm’s engagements with at-a-glance monitoring. DataScan Plus™ helps you search your client database for needed information. FX Direct™ accesses all federal and state prior-year processing programs. PlanBuilder™ for BNA exports federal information directly into BNA Income Tax™ Planner. Start using these tools today to simplify your office processes.

Become more productive in your firm. Contact us today — we’ll get you there.

Client Manager
Keep track of your client information with this flexible, easy-to-use program, which allows you to:

• Set up and maintain profiles on all your firm’s clients — not just tax clients.
• View clients using an on-screen cardex or a simple list.
• Categorize clients by type, with customized fields for each category.
• View the history of all activity performed for each client.

To Do List
Included with your Client Manager package, the To Do List allows you to:

• Assign an item to a client.
• Assign due dates and prioritize items.
• Include item descriptions.
• Send new or existing items to other users.

DataScan Plus
Search for particular client profile information, client history or clients affected by tax law changes. Take full advantage of this information by generating analytical reports, lists and mailing labels. You can:

• Build customized searches.
• Respond quickly to new or changing tax laws.
• Provide personalized service to clients.

Tax Projector
Show clients how scheduled changes will affect them. Tax Projector produces a specialized report you can use to predict estimated tax payments, adjust withholding allowances, recommend tax credit options and review alternatives.

Engagement Plus
Engagement Plus monitors single items like due dates, as well as comprehensive engagement information, such as tax preparation tasks, staff assignments and budget hours. With Engagement Plus, you can:

• Monitor and update the progress of each engagement .
• Create model engagements to avoid repetitive data entry.
• Track budgeted and actual billing hours.
• Create customized reports.

FX Direct
This archival DVD tax library gives you access to all federal and state prior-year processing programs. Run prior-year programs right from the DVD, saving installation time and hard disk space.

PlanBuilder for BNA
Combine the power of ProSystem fx Tax with the BNA Income Tax™ Planner. PlanBuilder for BNA exports federal information from Tax directly into the BNA Income Tax Spreadsheet.

Become more productive in your firm. Contact us today — we’ll get you there.

Productivity Software integrates with Tax to save you time and increase your efficiency in many different ways.

• Automatic carryover of data entered in Client Manager to the tax return, and vice-versa, so you enter information just once.
• Links from Engagement Plus to Tax, so you can update each engagement directly from within a tax return.
• An easy-to-access list of search options that allow you to quickly analyze current and prior-year return data, client profiles, engagements and client status and activities.

G/L Direct streamlines the book-to-tax process.
G/L Direct electronically transfers year-end data from your accounting system to Tax, streamlining the book-to-tax process. With G/L Direct, the transition from book to tax is smooth and efficient and federal business tax return preparation is completely automated.

After being imported into the tax return, year-end data can be viewed and edited in trial balance worksheet grids. When you're ready, the Data Transfer feature will merge trial balance data with the tax return. The program maintains a bi-directional flow of data between G/L Direct and the tax forms, so changes will automatically generate tax journal entries that can be transferred back to G/L Direct.

G/L Direct is packed with features that make your job a little easier, including:

• Data Import — Conveniently import your trial balance data.
• Chart of Accounts — Display imported trial balance data.
• Trial Balance — View imported data in two views: accounts and tax codes.
• Journal Entries — Choose from two types of journal entries or create a custom template.
• Data Transfer — Map the G/L data to the tax returns, merging the data and establishing bi-directional data transfer channels.
• Reports — View, save or print numerous pre-defined reports.

Become more productive in your firm. 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.

• IT Consulting
• Best Practices Consulting
• ProSystem fx Tax (Foundation) - Administrator
• ProSystem fx Tax (Global) - Administrator
• Introduction to ProSystem fx Tax (Foundation)
• ProSystem fx Tax (Foundation) - Introduction to Individual Returns
• ProSystem fx Tax (Foundation) - Introduction to Corporation Returns
• ProSystem fx Tax (Foundation) - Introduction to Partnership Returns
• Introduction to Electronic Filing
• Electronic Filing Refresher
• Introduction to Worksheet View
• Schedule M-3
• Utilizing ProSystem fx Tax (Foundation) in a Paperless Environment

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.