year. Online updates are available
year-round to ensure use of the
most up-to-date forms.
Key: 14
Product: Taxprep for Trusts
Web: www.taxprep.com
Users: multiuser
Source code available: no
Operating systems: Win2000
WinXP Vista Win7
Developed in collaboration
with Canada’s largest trust companies, it includes numerous automatic calculations and features
that save time and ensure optimized tax scenarios for the trust
and beneficiaries.
Key: 15
Product: Global Integrator
Users: single
Source code available: no
An effective tax technology
platform essential for managing
the tax function, particularly for
corporations that operate in mul-
tiple locations. It eases the burden
of compliance and reporting obli-
gations, effectively manages risk
and enables resources to focus on
strategic tax activities.
Key: 16
Product: FP Solutions
We b: www.cch.ca/financial/
fpsolutions/?webid=100168
Price: $330-$1,400 list price
Users: multiuser
Source code available: no
Operating systems: Win2000
WinXP Vista Win7
Comprehensive financial planning software with the flexibility
to meet the needs of your practice.
From single page snapshots to full
wealth management for the business owner, it has the planning
power you need for any client situation. Visit the website for a free
demo or introductory webinar.
Key: 18
Product: CCH Practice
Web: www.cch.ca/cchpractice
Annual charge: 35 per cent of the
catalogue price
Users: multiuser
Source code available: no
Operating systems: WinXP Vista
Win7 Linux
Capture more billable hours
and bill your client sooner. Mature,
proven solution that provides you
with instant access to valuable
management information. Links to
Taxprep, Outlook and CCH
Engagement to save time and
reduce errors. Flexible reporting.
Key: 18
Product: ProSystem fx Practice
Management
Annual charge: 35 per cent of the
catalogue price
Users: multiuser
Source code available: no
Operating systems: WinXP Vista
Win7
Proven practice management
tools to improve your firm’s profitability: time and expense entry,
billing, invoicing, accounts receivable, project management, project
due date tracking, reporting, contact management that gives your
marketing a boost with the ability
to generate mass emails, labels,
letters. New Dashboard gives an
instant health check of your firm.
Key: 19
Product: CCH Portal
Web: www.cch.ca/portal
Price: $600 list price
Users: single
Source code available: no
Operating systems: WinXP Vista
Win7 Mac
Send and receive even the
largest files securely, confiden-
tially and quickly. This web-based,
standalone solution lets you
upload, download, transfer and
store files of any size through a
secure private repository acces-
sible from any location with an
Internet connection.
Key: 23, Document management
system
Product: CCH Document
Web: www.cch.ca/document
Annual charge: 45 per cent of
current fee.
Users: multiuser
Source code available: no
Operating systems: WinXP Win7
OtherOS
Content management program
that securely and intelligently
stores and organizes all your elec-
tronic files, including tax returns,
all types of work in progress files
and historical client documents.
Key: 23, Workpaper Management
Product: CCH Engagement
Users: multiuser
Source code available: no
and workpaper management tool
that lets you share documents and
collaborate more easily with col-
leagues. Leverages Microsoft
Word and Excel for peak effi-
ciency.
Key: 23, Knowledge management
system
Product: CCH KnowledgeConnect
Web: www.cch.ca/
knowledgeconnect
Annual charge: 35 per cent of
current fee.
Users: multiuser
Source code available: no
Increase productivity by capturing
your firm’s intellectual assets in
one place, accessible anytime,
anywhere. It is an intuitive knowledge management system that
turns your firm’s knowledge into a
strategic asset by helping
employees locate and benefit from
documented tacit and explicit
knowledge within the organization.
Key: 23, Professional website with
updated tax content
Product: CCH Site Builder
Web: www.cch.ca/sitebuilder
Available in print and eBook format
(for use one your computer, smartphone or tablet)
1551
For more information or to order, visit:
CAstore.ca/FITA11-BL
