CCH
Site Builder®
ProSystem
fx Tax®
CCH
Profit
CCH
Portal®
CCH
Driver ®
CCH
Practice®
Tax &
Accounting
Research
CCH
Scan®
CCH
Financial
Planning
KnowledgeConnect®
Taxprep®
Document®
CCH
Engagement®
CCH Accountants’ Suite
Guidebook
INTEGRATED.
INTELLIGENT.
Accelerate your workflow, advance toward a
paperless office, and deliver market-leading client
services that set you miles apart from the competition.
With the intelligent lineup of applications in CCH Accountants’ Suite,
your practice is well equipped to advance to higher levels of productivity and profitability.
Transform your practice with CCH Accountants’ Suite.
CMMI appraised to the highest standards
CCH is the only tax compliance software provider in Canada and reportedly
one of only 12 Canadian organizations appraised at Capability Maturity Model
Integration (CMMI) Maturity Level 2, granted by the prestigious Carnegie
Mellon Software Engineering Institute. Adopted by such organizations as IBM
and HP, this globally recognized framework for excellence applies a stringent
model for process improvement to software development projects, with an
emphasis on the integration of organizational functions.
Contact your local CCH sales representative to learn more about
CCH Accountants’ Suite.
“CCH Canadian seeks to do the right thing for their customers in the right way,
a lesson learned much later by companies operating at higher maturity levels.
The combination of flexibility, customer focus and best in class processes has set
CCH Canadian apart.”
Tom Cagley
Vice President & Director of Services
David Consulting Group, which performed the CMMI appraisal
Ta b l e o f C o nte nts
2
CCH Accountants’ Suite Benefits
4
What’s New?
P ro d ucts
6
Taxprep®
13 CCH Scan
16 CCH Portal
20 CCH Document
24 CCH KnowledgeConnect
27 CCH Practice
30 CCH Engagement
34 CCH Profit Driver
38 CCH Site Builder
41 CCH ActiveData
42 ProSystem fx Tax
44 Tax and Accounting Research
47 CCH Financial Planning
T rai n i n g
50 Meet our Experts
52 Enhanced Learning Options
55 U
ser Conference/
Building Intelligent Businesses Tour
56 T en Tips for Making the Move
to Paperless
57 Intelligent Workflow Overview
59 True Document Management
Taxprep and “Window on Canadian Tax” are registered trademarks of CCH Canadian
Limited. FP Solutions is a trademark owned by CCH Canadian. Adobe and Acrobat are
registered trademarks of Adobe Systems Incorporated. Microsoft Office, Excel, Outlook
and Windows are registered trademarks of Microsoft Corporation. CaseWare Working
Papers is a trademark of CaseWare International Inc. All other product names are
trademarks, or registered trademarks of their respective owners.
CCH Accountants’ Suite
Benefits
Intelligent applications for an intelligent practice
CCH Accountants’ Suite BENEFITS
Is it possible to grow your practice without adding more hours
to your workday, or to expand your client services while
maintaining work-life balance for you and your team? With
the CCH Accountants’ Suite of intelligent applications, the
answer is a definite yes.
Advance your practice the way you want
Designed to boost productivity while saving you time, CCH Accountants’ Suite lets you advance your practice in a way
that makes the most sense for you. Do the same amount of returns
in less time and free up your schedule for other activities such as
building your consulting practice or spending time with your
family. Or you can increase the number of tax returns you do each
year knowing you won’t have to work any longer than you do now.
Advanced operations support and professional services
applications — backed by expert training and service
CCH Accountants’ Suite contains two main categories of
applications — one to help you streamline your operations and
achieve greater cost efficiency and another to support and
enhance your professional services. All applications in the Suite
work together to deliver maximum efficiency and the best results.
To help you optimize these advanced tools, CCH offers
comprehensive training delivered by engaging product experts, and market-leading support from technology and tax professionals.
3
How can CCH Accountants’ Suite transform my practice?
Do more in less time
Streamline your tax preparation
workflow with CCH Scan, which lets
you convert piles of client source
documents into a single PDF file.
AutoFlow Technology automatically
extracts data from 23 federal slips
while the Remote Validation Service
saves you time by validating values
for you.
Improve project management
Use CCH Practice to manage your
projects more effectively while ensuring
accurate time capture and billing.
This sophisticated application lets you
cost and manage projects in real time,
assign tax returns to optimize your
staff’s skills and time, and track the
status of returns.
Boost profits with more
high-value work
Use CCH Profit Driver and
CCH Engagement to expand and
enhance your consulting capacity,
allowing you to bill more services at
your higher consulting rates.
With CCH Financial Planning products,
you’ll have access to knowledge and
resources you need to build a financial
planning business within your practice.
Bring more value to your clients
Taxprep and CCH Profit Driver
enhance your ability to provide valueadded services such as business fitness
analyses and strategic planning.
Thanks to CCH Tax Research subscriptions,
you can build your expertise and keep
your clients abreast of the latest tax and
accounting intelligence.
Improve communication
and collaboration
CCH Portal makes it easier to
collaborate with clients. This Web-based application lets you
securely download, upload and
transfer files of any size.
Promote your practice
Put your practice on the Web quickly
and easily with CCH Site Builder, a
website creation tool that gives you
access to templates and content
specifically for accounting professionals.
Improve employee retention
Keep your staff productive and
engaged with technology that lets
them work faster and smarter —
leaving more time for them to do
value-added work that makes the best
use of their skills and qualifications.
Reduce your costs
CCH Accountants’ Suite cuts down on
paper use, optimizes employees’ time
and skills, and lets you work offsite cost effectively.
Leverage information across
your practice
CCH Accountants’ Suite integrates
information across applications to make
information easily accessible to all
relevant users, even in multiple offices.
CCH KnowledgeConnect allows you
to capture and retain your intellectual
assets, even after your experienced
employees retire.
CCH Accountants’ Suite BENEFITS
The intelligent applications in CCH Accountants’ Suite are designed to maximize efficiency and
accuracy while enhancing your ability to deliver new and profitable client services. Here are a few
examples of how the products in CCH Accountants’ Suite can help you transform your practice:
What’s new in CCH Accountants’ Suite?
Powerful tools that keep getting better!
CCH is committed to providing our customers with the
broadest scope of products and services, all designed to
improve your workflow and help you build an intelligent
and successful practice. And as your business continues to
evolve, so do our solutions. Below are highlights of recent
enhancements we’ve made to CCH Accountants’ Suite.
What’s New?
Taxprep
The latest versions of Taxprep
feature enhanced functionality and
forms designed to boost productivity and accuracy in your tax and
accounting practices.
All Taxprep applications have been
updated to integrate with CCH Portal —
one of the latest additions to the CCH Accountants’ Suite family of products.
CCH Scan
New Remote Validation Service lets you
send select scanned slips for validation
at a remote processing centre and then
import directly into Personal Taxprep.
AutoFlow Technology delivers optical
character recognition functionality that
extracts data from 23 federal slips, including
T5013, and their Quebec equivalents.
Improved forms recognition and
document classification capability means
quicker and more accurate processing.
Enhanced Scan Validation tool boosts
efficiency of OCR reviews.
CCH Engagement
Recent migration to Microsoft SQL
Server means significantly enhanced
product performance, including greater
speed and efficiency.
Integrated CICA and CGA engagement
templates enable onscreen data entry.
to Window on Canadian Tax. This new
CCH Financial Statements Notes
Library now available.
HST issues with expert commentary
Supports French regional settings,
operating systems, and versions of
Microsoft Office.
rulings and interpretation letters.
CCH Profit Driver
CaseWare Working Papers conversion.
Integrates with the latest financial
CCH Financial Planning
resource keeps you up-to-date on GST/
and analysis on GST/HST Headquarter
performance indicators issued by
Statistics Canada.
Updated databases in oneSource now
feature more robust wealth management
content and include new newsletters
loaded with estate planning content.
Enhanced projection and budgeting
CCH Tax and Accounting Research
such as dividend payout rate and fixed
asset investments.
Introducing Window on GST/HST which
provides a commodity tax counterpart
capabilities in CCH Profit Driver let you
set separate drivers for each projected
period and define additional variables
We’ve added new products to CCH Accountants’ Suite
CCH Portal, a convenient way to securely download, upload, transfer
and store files of any size, through a private online repository
accessible anytime, from anywhere.
CCH KnowledgeConnect, the only knowledge management system
designed exclusively for accounting firms, makes it easy to create,
capture, organize, access and share mission-critical information.
CCH ActiveData is a time-saving tool that streamlines your Excel
processes and simplifies complex spreadsheets.
CCH Accoun tan ts’ Su ite
Professi on a l A pp licati on s:
The intelligent lineup
From digitizing paper receipts and keeping projects on track
to managing productivity and consulting engagements, the
intelligent applications in CCH Accountants’ Suite help you
manage your practice more effectively and optimize the
advantages of a paperless workflow. And as your business
moves forward, so do our solutions.
Taxprep
Tax preparation software that drives greater profitability and
value-added client service during tax season and beyond
CCH Scan
Streamline your tax preparation workflow and reduce your
data entry and paper file management costs
ProSystem fx Tax
A comprehensive resource for U.S. tax returns
CCH Portal
Secure file exchange and storage of confidential documents of all sizes
CCH Document
Centralized, secure file management for all of your firm’s
electronic documents
CCH KnowledgeConnect
Captures and centralizes your firm’s intellectual assets in
one place that is accessible anytime, anywhere
CCH Practice
Maximize revenue while managing your projects and practice
more efficiently
CCH Engagement
Paperless workflow, enhanced collaboration and increased
efficiency in your engagements
CCH Profit Driver
Turning historical financial data into intelligent
business strategy
CCH Site Builder
An easy-to-use website solution with instantly accessible tax articles and content
CCH ActiveData
Increases your ability to optimize your use of data,
spreadsheets and workbooks
Tax and Accounting Research
Accurate, relevant and authoritative tax research right at your fingertips
CCH Financial Planning
Comprehensive resources for accounting professionals — a perfect complement to CCH Accountants’ Suite
CCH Accountants’ Suite BENEFITS
Professional applications
designed for intelligent
professionals
Higher profits, greater value
Taxprep
Driving value-added service and greater profits
during tax season and beyond
Taxprep is Canada’s most advanced line of professional tax
preparation software, used by 29 out of the country’s top 30 accounting firms. Supported by industry-leading customer service, tax and technical support professionals, Taxprep
gives you the tools you need to increase profitability and offer
clients value-added services — during tax season and beyond.
Seamless integration leads to streamlined workflow
Taxprep integrates with CCH
Accountants’ Suite for streamlined
“Switching to Taxprep was a piece
diagnostics, and the incredible
workflow and increased efficiency
of cake — much easier than
technical support we received.
that results from information that is
anticipated. We rolled forward
We had an extremely successful
leveraged across your entire practice.
the files from our previous
first season with Taxprep!”
Taxprep is comprised of
four key products:
software and we were ready to
Personal Taxprep
usability or data loss issues.
Corporate Taxprep
We particularly liked Taxprep’s
Taxprep for Trusts
Taxprep Forms (Formulatrix)
go. We did not encounter any
Advanced Network module, the
superior calculations and refined
Bill Camden, ca
Partner, Norgaard Neale Camden Ltd.
Victoria, BC
TaxOffice Suites
Taxprep product offer
Higher profits, greater value
Make your practice even more successful
Building a high-performance practice starts with ensuring your team has timely access to the
right resources. This is why CCH created TaxOffice Suites — integrated portfolios built with all
the components of Taxprep products that your practice needs. With TaxOffice, working through a
mountain of returns and client documentations is easier than ever.
8
taxprep
Choose from five TaxOffice Suite options and start building your intelligent practice today
TaxOffice bronze
Taxprep
Single License only
Driving value-added service and greater profits
during tax season and beyond
Taxprep is Canada’s most advanced line of professional tax
preparation software, used by 29 out of the country’s top
30 accounting firms. Supported by industry-leading customer
service, tax and technical support professionals, Taxprep
gives you the tools you need to increase profitability and offer
clients value-added services — during tax season and beyond.
TaxOffice silver
TaxOffice GOLD
TaxOffice PLATINUM
TaxOffice TITANIUM
Site License
Personal Taxprep T1
Personal Taxprep T1
Personal Taxprep T1
Personal Taxprep T1
Personal Taxprep T1
Corporate Taxprep T2/CO17
Corporate Taxprep T2/CO17
Corporate Taxprep T2/CO17
Corporate Taxprep T2/CO17
Corporate Taxprep T2/CO17
Taxprep for Trusts T3
Taxprep for Trusts T3
Taxprep for Trusts T3/TP646
Taxprep for Trusts T3/TP646
Taxprep for Trusts T3/TP646
Taxprep Transmission Service
Taxprep Transmission Service
Taxprep Transmission Service
Taxprep Transmission Service
Taxprep Transmission Service
Taxprep Archives
Taxprep Archives
Taxprep Archives
Taxprep Archives
Taxprep Archives
Personal Taxprep — TP1 Module
Personal Taxprep — TP1 Module
Personal Taxprep — TP1 Module
Specialized Information Module
Specialized Information Module
Specialized Information Module
T1/TP1 EFILE Module
T1/TP1 EFILE Module
Corporation Internet Filing Module
Corporation Internet Filing Module
T1/TP1 Advanced Network Module
T2 Advanced Network Module
T3 Advanced Network Module
Seamless integration leads to streamlined workflow
Taxprep integrates with CCH
Accountants’ Suite for streamlined
“Switching to Taxprep was a piece
diagnostics, and the incredible
Single License only for
Québec Residents
Site License for
Québec Residents
workflow and increased efficiency
of cake — much easier than
technical support we received.
that results from information that is
anticipated. We rolled forward
We had an extremely successful
Personal Taxprep T1/TP1
Personal Taxprep T1/TP1
Personal Taxprep T1/TP1
Personal Taxprep T1/TP1
Personal Taxprep T1/TP1
leveraged across your entire practice.
the files from our previous
first season with Taxprep!”
Corporate Taxprep T2/CO17
Corporate Taxprep T2/CO17
Corporate Taxprep T2/CO17
Corporate Taxprep T2/CO17
Corporate Taxprep T2/CO17
Taxprep is comprised of
four key products:
software and we were ready to
Taxprep for Trusts T3/TP646
Taxprep for Trusts T3/TP646
Taxprep for Trusts T3/TP646
Taxprep for Trusts T3/TP646
Taxprep for Trusts T3/TP646
Taxprep Transmission Service
Taxprep Transmission Service
Taxprep Transmission Service
Taxprep Transmission Service
Taxprep Transmission Service
Personal Taxprep
usability or data loss issues.
Taxprep Archives
Taxprep Archives
Taxprep Archives
Taxprep Archives
Taxprep Archives
Specialized Information Module
Specialized Information Module
Corporate Taxprep
We particularly liked Taxprep’s
Specialized Information Module
EFILE Module
EFILE Module
Taxprep for Trusts
Taxprep Forms (Formulatrix)
go. We did not encounter any
Bill Camden, ca
Partner, Norgaard Neale Camden Ltd.
Victoria, BC
Advanced Network module, the
Corporation Internet Filing Module
superior calculations and refined
Corporation Internet Filing Module
T1/TP1 Advanced Network Module
T2 Advanced Network Module
T3 Advanced Network Module
Conditions apply. For more information, please contact Taxprep Customer Service at 1.800.268.4522.
Why rely on Taxprep?
Because Taxprep delivers:
The best tax preparation software money
can buy, developed according to rigorous
quality assurance standards
Timely delivery with the earliest possible
release dates
Expert training — in a format that
accommodates your schedule
Fast, effective technical and tax support
Simply the finest customer service available, with the fastest response times in the industry
Personal Taxprep
Maximum accuracy and fully optimized returns:
Personal Taxprep supports efficient personal tax return
preparation and review, and contains unique features which
help you manage return preparation status and workflow.
Why rely on Taxprep?
How can Personal Taxprep advance my practice?
Diagnostics minimize errors and save time
Extensive edit checks and diagnostics alert preparers to potential discrepancies
and errors. Diagnostics are easy to detect and respond to.
The best tax preparation software money
can buy, developed according to rigorous
quality assurance standards
Timely delivery with the earliest possible
release dates
Expert training — in a format that
accommodates your schedule
Fast, effective technical and tax support
Simply the finest customer service
available, with the fastest response times
in the industry
Comprehensive resources that let you do more: When it comes to preparing corporate tax
returns, Corporate Taxprep has the most comprehensive collection of corporate tax forms as well
as tools designed to address complex T2 preparation requirements.
Enhance the benefits of Personal
Taxprep by combining it with other
CCH applications and tools.
Get the edge with advanced optimizations
Personal Taxprep arms you with the most sophisticated T1 and TP1 optimizations
available, including capital loss carry-forwards, medical expenses, dividend tax
credits between spouses, split-pension income and more.
Taxprep product li n eup
Integration with CCH Scan speeds up
data entry and supports automatic data
extraction and import. CCH Scan saves
the time and money associated with
paper file management.
How can Corporate Taxprep advance my practice?
11
Work faster with
T2 Data Connection
Reduce repetitive tasks with data
transfers to multiple tax forms
Specialized Information Module
makes compliance easier
Reduce up to half the time you spend
preparing returns for related and
associated corporations. T2 Data
Connection optimizes allocations
and simplifies the review process by
keeping all information synchronized
within the group.
With Corporate Taxprep, you can
transfer more than 750 different items
from the General Index of Financial
Information (GIFI) into different tax
forms, saving time and minimizing
data entry errors.
This module contains forms and
calculations for the special compliance
needs of the resource industry, credit
unions, nonprofit corporations or
financial institutions (sold separately).
Streamline processes with Client Manager
Personal Taxprep’s Client Manager helps you manage the entire tax return
preparation process. With Client Manager you can easily find, sort or filter
returns based on any data in the return. Pre-defined filters allow for quick
access to common reports so you can get quick updates on return status
without having to open files.
Inspire client loyalty with value-added services
Expedite data entry with Taxprep Xpress
Do even more with Corporate Taxprep. Take advantage of integration with other products in
CCH Accountants’ Suite.
Taxprep Xpress increases data entry speed and makes it easier to review for
omissions or errors by allowing side-by-side comparison of data from the
current and prior years.
Corporate Taxprep helps you deliver value-added client services with features such as the Tax Rates Table, a tax planning aid
that lets you quickly calculate the impact of proposed tax rate changes. Simply display the relevant federal and provincial tax
rates, and then override them as needed. Corporate Taxprep also provides a Five-Year Summary feature — another valuable tax
planning tool that gives your clients a snapshot of their federal and provincial returns from the last five years.
Automatic T1-ADJ means quick calculations
Taxprep’s Automatic T1-ADJ feature automatically calculates the overall impact
of changes made to a return after filing. Quickly and easily amend tax returns
that have already been filed and accepted.
Summaries provide insight and perspective
Personal Taxprep contains more summaries than any other T1 software,
providing preparers and reviewers with a concise overview of returns.
CCH Tax and Accounting Research puts
authoritative tax research resources —
such as CCH’s “Preparing Your Corporate
Tax Returns®” — right at your fingertips
(sold separately, see page 45 for details).
CCH Accountants’ Suite eliminates
costly duplication of effort and provides
numerous ways to leverage information
across your entire practice.
Paperless review and archiving
Taxprep lets you generate any form or an entire return as a standard PDF.
Emailing PDF files to staff or clients saves time and improves workflow efficiency.
Corporate Taxprep contains links to CCH’s “Preparing
Your Corporate Tax Returns®” and other CCH Tax
research resources (sold separately, see page 45 for details).
One click takes you to the information you need,
without ever leaving the return you’re working on.
CCH Accountants’ Suite adds
more power to Corporate Taxprep by
reducing redundant tasks, eliminating
the need for multiple databases, and
giving your team seamless access to
other powerful applications.
CCH Engagement minimizes repetitive tasks.
Dynalink enables real-time transfer of GIFI financial
data between Corporate Taxprep and CCH Engagement.
Switch between these two products to see the source
values in the trial balance and their destination cells
in the tax return.
Taxprep
Taxprep
10
Because Taxprep delivers:
Corporate Taxprep
taxprep product lineup
Taxprep for Trusts
Ta xp r ep pro d u ct l i n e u p
Optimize your trust returns process with Taxprep for Trusts: Developed in association with
Canada’s major trust companies, Taxprep for Trusts simplifies the preparation of trust returns.
How can Taxprep for Trusts advance my practice?
Taxprep
12
Save time and improve results
Get help from the “Assistant”
To determine the net amount that can be allocated to beneficiaries,
Taxprep for Trusts instantly matches
trust income and expenses based on
the type of income earned. This results
in an optimized tax position for both
the trust and its beneficiaries.
Speed up the preparation of trust
returns with the Taxprep for Trusts
Assistant, which lets you group data entry into eight steps and provides direct access to applicable
entry screens.
Experience easier filing
Streamline further with the
CCH Accountants’ Suite
Built-in features help you navigate the complex T3 filing process so
you don’t overlook required forms and summaries.
Integration points remove redundancies in your workflow and let you access common data from multiple applications.
Taxprep Forms (Formulatrix)
Get instant access to
vital information
Integrate Taxprep for Trusts with
CCH tax research products and get
a direct link to CCH tax research
resources (sold separately, see page 44
for details). One click takes you to the
information you need, without ever
leaving the return you’re working on.
Ta x p r ep p ro d u ct l i n e u p
The right resources at your fingertips: Experience the convenience of Taxprep Forms (Formulatrix),
Canada’s most comprehensive library of electronic tax forms with up to 600 stored forms.
How can Taxprep Forms (Formulatrix) advance my practice?
Get the tools you need,
when you need them
With Taxprep Forms (Formulatrix),
there’s no need to search the Internet
or contact government offices for
a specific form. Other time-saving
features include quick search, builtin calculations, data-saving and
convenient print options.
*For Enhanced Learning Options, see page 49.
Roll data forward with ease
T-slip preparation made easy
With Taxprep Forms (Formulatrix),
permanent data is easily retained and
rolled forward to the following year.
For T-slip preparers, the Slip Navigator
feature provides easy access to data
entered for recipients as well as various
sorting capabilities.
Stay current with
CCH Instant Update
Online updates are available
throughout the year so you always have the most current forms.
Streamline your workflow
CCH Scan
Streamline your workflow and reduce the cost
of managing paper files
CCH Scan helps you to make your T1 preparation workflow more
efficient and reduce file storage requirements. With CCH Scan, you
can turn the proverbial shoebox of unsorted client information into a
single, organized and bookmarked PDF.
How can CCH Scan transform my practice?
Save on storage costs
Access files more quickly
Electronic filing of all client documents
translates to reduced storage costs and
opportunities to use your space and
human resources more effectively.
Save time after tax season. With CCH Scan, finding and retrieving
documents for post-assessment reviews is fast and efficient.
Maximize productivity
Increase data entry speed
nail on the head with the
Let designated staff take care of
scanning so preparers can focus on tax returns.
CCH Scan’s AutoFlow Technology
software this year.”
and integration with Personal Taxprep
significantly reduces manual data entry.
Scan your clients’ T1 documents,
and AutoFlow Technology will
automatically populate the return.
“Thanks to the new version
of Taxprep/CCH Scan, tax
season is going unbelievably
well! CCH really hit the
Brett Martin, ca
Collins Barrow, Red Deer, AB
Do more with CCH Scan by using it alongside
other CCH accounting applications
Personal Taxprep can automatically attach organized, bookmarked PDFs to the
appropriate return in Personal Taxprep, reducing the time preparers spend locating
and referring to paper files.
CCH Document is a document management system that can store all client files
and allow them to be accessed in their native formats, as well as set access and
retention policies.
CCH Scan
14
PDFlyer is an optional add-on that lets you add comments to a PDF, an intelligent
complement to the paperless process. Instead of using paper, place digital notes or
flags within a scanned document to ensure that important annotations are captured
electronically during preparation and review.
AutoFlow Technology is available to CCH Scan customers for an additional
charge. AutoFlow Technology automatically extracts data from 23 federal slips —
including T5013 — and corresponding Quebec slips. This data can then be imported
directly into the return in Personal Taxprep.
Remote Validation Service
Boost productivity and
NEW
accuracy with Remote
!
Validation Service. Simply
log in to a secure Canadian
server and submit your scanned
slips to our processing centre.
Within two to 48 hours, our
professionals will extract and
validate the slip values and
organize them in a single,
bookmarked PDF. All you need
to do is download the PDF and
import it into Taxprep.
Less paper, greater efficiency
Benefits
CCH Scan
 Eliminate paper from
T1 process

Process
Prepare
Review
Finalize
Archive
Document
Scanning
 Maximize the accuracy
of returns
 Process more returns
without hiring more staff
 Extract data

OCR Validation
 AutoFlow
 Enable staff to focus on
Import data from source
with AutoFlow Technology
high value work
 Bookmarking
 Organized
PDF files
Ste ps to getti ng starte d
TIMELINE: START
Step 1
Attend webinar with product specialist.
Day 1
DAY 10
Step 2
Acquire and install CCH Scan and other
relevant CCH software.
Complete implementation training.
Step 3
CCH and our partners
will help you with test
file validation of your scanners.
DAY 20
DAY 30
Step 4
Formalize all scanning
practices and complete
workflow examples.
40 DAYS: FINISH
Step 5
Scan and process all
source documents.
Get started now! Learn the key features and benefits of this paperless software solution
by registering today for a FREE CCH Scan webinar. This one-hour session is hosted by
product specialist Sean Pollock. Your session will require only a telephone line and a computer with Internet access. Visit www.cch.ca/Scan or call 1.800.268.4522.
CCH Scan Training
Esse ntial L e ar n i n g
Understanding how using CCH Scan will affect your firm’s workflow and processes is
vital to a successful implementation. Key considerations concerning process and quality
control must be identified before implementing CCH Scan in order to experience its full
benefits. With the proper procedures in place, your firm is ready to take the next step
toward a paperless office — and increased productivity.
15
CCH Scan Set-up and Configuration
This session provides an overview of
CCH Scan and explains how to install
and configure the software in various
office environments. Recommended
for IT and quality control personnel.
Topics include:
CCH Scan Fundamentals
Designed for administrative personnel
responsible for organizing and scanning
documents, and for validating data, this
session provides step-by-step coverage
of how to handle your paper documents
using CCH Scan. Topics include:
During this session, preparers and
reviewers will learn about best
practices for paperless T1 input,
review and mark-up. Topics include:
Overview of a paperless workflow
AutoFlow Technology
Preparation and review
Taxprep integration
Recognized slips
Document mark-up in Adobe Acrobat
Inputting review matching slips
How to use the CCH Scan workstation
Scanner settings
Installation and set-up
CCH Scan and its components
CCH Scan
Workflow & Taxprep Integration
“This year, with CCH Scan,
I was able to get all my
For details on mandatory
training sessions, contact your
Account Manager or call
1.800.268.4522.
*For Enhanced Learning Options, see page 49.
T1s done without the need
for an extra assistant. Not
only did it speed up tax
preparation procedures, it saved me money!”
JT Cazander, cga
Cazander Rhonda & Associates, Certified
General Accountants, Chilliwack, BC
CCH Scan
Product Training:
To ensure that your firm achieves optimum productivity as soon as
possible with CCH Scan, we provide
three mandatory training sessions as part of your purchase.
Secure file exchange made easy
CCH Portal
Exchange documents easily and securely, regardless of file size
Send and receive even the largest files securely, confidentially and
quickly with CCH Portal. This Web-based, standalone solution lets
you upload, download, transfer and store files of any size through
a secure private repository accessible from any location with an
Internet connection. Whether you’re a one-person office or a multi-branch firm with hundreds of employees, you’ll find CCH Portal an invaluable addition to your practice.
How can CCH Portal transform my practice?
Better protect your
clients’ privacy
Collaborate easily
and effectively
Improve file organization,
management and access
Exchanging files through CCH Portal is
a much safer alternative to email and
ensures that you comply with
regulations such as the Personal
Information Protection and Electronic
Documents Act (PIPEDA).
Share a wide variety of files with your
clients, including PDFs, Web links,
Microsoft® Excel, Microsoft® Visio,
Microsoft® Word, PowerPoint® and
financial software data files such as QuickBooks®.
Accelerate your workflow
Improve client service
With CCH Portal, clients can review
online an entire tax return with all its
schedules, then sign and fax the e-file
authorization so that it’s immediately
ready for filing.
Give your clients instant secure access
to past tax returns by publishing these
files on CCH Portal. You can even
purchase Client Areas to provide your
clients with a secure portal for their
own business or investment activities.
Organize documents in cabinets
and folders that mirror the way you
store paper documents. Designate
files as Read-Only or Read/Write,
or as Checked Out to lock out other
users while you are using the files.
For easy access, CCH Portal lets you
search, filter and display documents
by file type, title, creator or keyword.
Automatic indexing of published
documents means rapid word searches.
Enhance existing CCH
Accountants’ Suite products
This application integrates seamlessly with other products in the CCH Accountants’ Suite, including
Taxprep, CCH Engagement and
CCH Document. When implemented in
conjunction with CCH Document SaaS,
An optimal solution for
practices of all sizes
Reduce your costs
CCH Portal minimizes hard costs such
Stay informed
Email alerts function lets you and your clients know about new actions
in CCH Portal, such as file uploads, file
check-ins and check-outs.
as postage, envelopes and labels, and
reduces staff time spent on printing,
collating and mailing.
17
Portals
Client Areas
Portals deliver full capabilities required to
service a firm’s business and larger
individual clients. Portals include full
bi-directional capability, the ability to add
multiple client users, unlimited storage
space (up to the storage limit licensed by
the firm), and the option to provide secure
Client Areas (licensed separately).
Designed to let you provide your clients
with a secure portal area for their own
business or investment activities, Client
Areas are a great way to deliver value-add
service and differentiate your firm from
the competition.
Unmatched Convenience
With CCH Portal, your clients
have instant access to their
documents, including tax
returns, financial statements
and source documents.
Ste ps to getti ng starte d
TIMELINE: START
Step 1
Attend webinar with a
product specialist.
Day 1
DAY 5
Step 2
Acquire and configure
software.
DAY 10
Step 3
Complete the training sessions.
DAY 15: FINISH
Step 4
Start using CCH Portal
to create portals and securely deliver and receive client documents.
Get Started Now! Register for a FREE CCH Portal webinar today to learn what CCH Portal
can do for your practice. This 30-minute session is hosted by Sean Pollock, Product Specialist.
Your session will require a telephone line and a computer with Internet access. Visit www.cch.ca/Portal or call 1.800.268.4522.
CCH Portal
Regardless of the size of your firm, you
can count on CCH Portal to deliver a
secure, convenient and effortless way
to exchange files and collaborate with
clients. Beyond sharing files with your
clients, CCH Portal also eases
collaboration among your team
members and streamlines external
business transactions.
additional Portal functionality lets you create custom folders and track
file versions.
CCH Portal Training
Esse ntial L ea r n i n g
CCH makes it easy for you to immediately enjoy the benefits of CCH Portal by
providing comprehensive mandatory training on the use of this product.
Training for IT staff/
CCH Portal administrators
CCH Portal
18
Essential for staff members who will
implement and administer CCH Portal,
this Web-based training demonstrates
how to configure and administer the
application. Attendees also receive
end-user training. Topics include:
Creating portals
Configuring folder templates
Creating users
End-user training
This one-hour Web-based session helps
end users gain a full understanding of
how to use CCH Portal. Staff who have
attended the session for IT personnel
and CCH Portal administrators do not
need this training. Topics include:
Accessing portal
Adding files
Searching
Security groups
Working with files (check in/check out/download)
Email notifications
Locking
End-user training topics
For details on mandatory
training sessions, contact your
Account Manager or call
1.800.268.4522.
Success Story
Sp ot l i g ht o n Misu r a P ro f essio na l C o rpo r atio n
Misura Professional Corporation (MPC), a Calgary-based firm that has
been providing accounting, consulting and auditing services since 2002,
was looking to further improve its workflow and client services. This
firm of seven employees, led by its president, Nicole Misura-Leitch, has
always embraced innovation, implementing over the years a wide range
Taxprep, Taxprep Forms (Formulatrix) and CCH Profit Driver.
In the fall of 2009, MPC became the
first organization in Canada to deploy
CCH Portal, a Web-based application
that allows accounting firms to safely
exchange client documents of any
size. “I heard about CCH Portal while
I was attending a CCH Profit Driver
seminar,” says Misura-Leitch.. “I knew
I just had to have it.”
With CCH Portal as part of its practice,
MPC has become more efficient, with
faster turnaround times for clients.
MPC clients often request documents
at the last minute for meetings with
a mortgage broker, bank or auto
dealership. CCH Portal gives them secure,
round-the-clock Web access to these
documents. Thanks to CCH Portal’s
built-in Taxprep integration, MPC
employees can publish PDF files to
any client portal in just a few clicks.
MPC has seen a dramatic reduction in
time spent reproducing, collating and
mailing client paper documents. Even
large files can be shared with ease, with
MPC no longer having to worry about
paralyzing its server and those of its
clients. CCH Portal is also making it
easier for MPC to become a paperless
practice. Instead of printing out tax
returns, employees now review returns
with clients through CCH Portal.
Misura-Leitch says CCH Portal has
improved MPC’s level of customer
service and allowed employees to
spend less time on administrative tasks
such as retrieving and photocopying
documents and more on revenuegenerating work such as consulting.
“CCH Portal gives our firm a clear
competitive advantage,” says
Misura-Leitch. “Many of our current
clients have said they feel as though
they are working with an accountant
that is on the edge of technology and keeping up to date. And in new
business presentations, CCH Portal has
given us a whole new innovation to sell.”
“The biggest challenge I have, especially during tax time, is being
able to get my clients what they need as quickly as they want it.
CCH Portal lets them find the information they need in minutes.”
Nicole Misura-Leitch, cga
President, Misura Professional Corporation
To learn more about how CCH Portal can give your firm a competitive
advantage, visit www.cch.ca/Portal today or call 1.800.268.4522.
CCH Portal
of leading edge CCH software such as Personal Taxprep, Corporate
19
Intelligent content management
CCH
Document
Centralized, secure content management for all of
your firm’s electronic documents
Increase productivity and optimize the advantages of a paperless
workflow with CCH Document, a unique content management
program that intelligently stores and organizes all your electronic
files, including tax returns, all types of work in progress files and
historical client documents.
How can CCH Document transform my practice?
Save time — find files fast
Better manage your emails
Improve data safety and security
CCH Document’s comprehensive and
Email messages are easily organized
with the appropriate client files. Thanks
to CCH Document’s Email Manager
add-in to Microsoft Outlook, you can
drag and drop email messages, including
attachments, into your clients’ folders
for easy access and sharing.
A dedicated server provides additional
storage for your workpapers, data files
and back-office documentation. Secure
centralized storage is inherently safer
than having confidential client files on
vulnerable laptops or network drives.
Security is further enhanced with
secure user log on, audit trail and
document locking without impacting
access or collaboration. Computerized
storage also makes disaster recovery
easier to manage.
versatile search capabilities make it
easier and faster to find information
within many types of documents,
allowing customized searches using any
parameter combination and multi-office
searches on any combination of offices.
Enhance collaboration
CCH Document lets you create online
portals where team members can
collaborate internally or where clients
can review their deliverables.
Enjoy access to client files
anytime, anywhere
CCH Document’s Client Portal provides
reliable, secure 24/7 access to sensitive
documents from virtually anywhere.
Bi-directional file exchange capabilities
make it easy for you to deliver documents
while streamlining inflow of client data.
Preserve work quality and
data integrity
Ensure compliance
CCH Document helps you preserve the
compliance with regulatory and
Revenue Canada’s document
retention policies. CCH Document
manages all content — archived or
work in progress — and assures due
diligence on file retention policies.
integrity of your data by allowing you
to designate files as Read Only or Read/Write, check out documents to
prevent editing by other users, and
maintain previous file versions in the
document history.
“We saved at least $10,000
CCH Document helps ensure
and probably more likely
$15,000 in our small office.”
David Straughan
Partner, MacGillivray Chartered Accountants & Business Advisors
“We realized 1.5 full time
equivalent cost savings after implementing CCH Document.”
Finance Partner, VanParys Micacchi Shippey & Warnick LLP
Ste ps to getti ng starte d
TIMELINE: START
Day 1
Step 1
Attend webinar with a
product specialist.
DAY 10
Step 2
Build a plan that has the
support of your staff.
Form an implementation team.
DAY 20
Step 3
CCH team provides
installation and
workflow best practices guidelines.
DAY 45
Step 4
Train your team on the
use of CCH Document.
Prepare to go live.
60 DAYS: FINISH
Step 5
Go live and start
retrieving current files online.
As you retrieve paper
files, digitize and add them to your new system.
Organize, retrieve, and share active and historic files
quickly and securely in their native formats
Store all firm files including Word, Excel, Outlook, PDF and more.
CCH Document
Quickly and easily retrieve
all file types with dynamic
filtering and sorting
Document Discussion
feature enhances
collaboration
True native format file
storage with consistent
naming conventions
Advanced content
searches within many
file types
Automatic email
notification on new
uploaded documents
Fast, easy 2-way file
share to meet your
clients’ needs
Secure 24/7 remote
access for you and
your clients
CCH Document
Dino Micacchi
CCH Document is also available as a hosted solution. Contact your
Account Manager to find out more about CCH Document ASP.
21
CCH Document Training and Consulting Services
Esse ntial L ea r n i n g
Solve your business challenges and put the benefits of paperless workflow to work right
away. CCH offers a variety of consulting, implementation and training solutions to help
you gain a competitive edge. Sessions are customizable and available online or on-site.
IT Consulting Sessions
CCH Document
22
Tailored to focus on your firm’s IT
staff, these consulting sessions outline
IT’s critical role in the successful
implementation of CCH Document
including data migration, server set-up
and reviewing folder structure.
For details on mandatory
training sessions, contact your
Account Manager or call
1.800.268.4522.
Implementation
Consulting Sessions
These consulting sessions are designed
to ensure that your CCH Document
implementation aligns with your firm’s
workflow, embedded cultural
behaviours and any legal requirements
pertaining to quality control.
Our consultants will help you develop
best practices for each department,
identify ways to maximize integration
with other applications and customize
the settings to meet your firm’s needs.
End-User Training Sessions
These training sessions ensure that each member of your firm fully
understands the software interface,
how to access files, integration with
Outlook and managing files within your new CCH Document software.
Our training and consulting services
include mandatory and optional
sessions. Please speak with your
account manager about the sessions
appropriate to your firm.
“The training we went through
really enabled us to hit the
ground running.”
David Straughan
Partner, MacGillivray Chartered
Accountants & Business Advisors
Success Story
S pot l i g ht o n N o rg aa r d N ea l e Cam d e n Lt d.
Prior to implementing CCH Document, Norgaard Neale Camden
(NNC) Ltd., a Victoria-based full-service accounting firm, faced
considerable time and logistical challenges in storing and retrieving client
documents and data. In February 2006, the firm resolved to establish an
electronic-based document management system that would improve
its staff. NNC chose CCH Document to achieve these objectives.
Working collaboratively with the firm, CCH reviewed its procedures in order
to develop best practices and provide a customized system for migration
toward a document management system.
Following this collaborative process,
the implementation was quickly and
easily completed through remote
installation. CCH then provided
personalized training and ongoing
technical support.
Immediately after implementing CCH Document, NNC began
experiencing the benefits of a streamlined content management system.
Before CCH Document
After CCH Document
NNC faced numerous informationrelated challenges, including:
NNC immediately noticed
considerable benefits, including:
Increasing volumes of paper
Instantly accessible files available from the desktop
Growing need for physical storage and associated cost issues
No additional storage requirements
Long retrieval times for required data
Fully searchable data through key words and phrases
Additional staffing requirements due
to inefficient processes
Automated retention periods to clean up old files
Unsecured data files which were
subject to errors Greater control over data, with files secured with all changes tracked
and managed
“NNC made the decision to migrate to CCH software and, since the
implementation, our employees have been amazed at the speed at
which we can now locate the information we need. By leveraging
CCH Document, we’ve dramatically improved our operations and
made the workload for our staff members much more manageable.”
Bill Camden
Partner, Norgaard Neale Camden Ltd.
To learn more about what CCH Document can do for your firm, visit
www.cch.ca/Document today or call 1.800.268.4522.
CCH Document
efficiency across the organization and streamline business processes for
23
Connect intelligently to
mission-critical knowledge
CCH KnowledgeConnect
Harness your knowledge
Behind every successful practice is a core group of knowledgeable
people whose intelligence and insight help other team members
perform effectively. But what happens when these experts are too busy
to answer a mission-critical question? What do you do when they retire
or move on to another practice? Introducing CCH KnowledgeConnect,
the first knowledge management system designed for accounting firms
to make it easy for you to create, organize and access critical business
intelligence within a central, Web-based location.
How can CCH KnowledgeConnect transform my practice?
Boost productivity
you abreast of the latest knowledge
Retain expert knowledge
Studies show employees spend 15 to 35
per cent of their time searching for
information, with about 40 per cent
never finding what they were looking
for. With CCH KnowledgeConnect,
employees have on-the-spot access to
information, saving them time and
easing the need for your firm’s leaders to
interrupt their work to answer repetitive
questions. Federated searching lets you
search numerous databases from a
single access point while powerful
search capabilities ensure rapid results.
relevant to your user community and role
based on their user profiles.
Did you know that 75 per cent of accountants will be eligible to retire within
10 years? CCH KnowledgeConnect lets you
easily capture and retain the knowledge
of the experts and thought leaders in
your practice. Even after these team
members retire, you can continue to access and share this valuable information.
Improve client services
Build on existing technology
Stay current
Built on communities of users with shared
interests, CCH KnowledgeConnect keeps
in the firm. Contributors can publish
quickly and easily in common formats such as FAQs and best practices. Users
can submit their questions to a
community or subject matter experts
who have been automatically tagged
With up-to-date information right at
your fingertips, you and your team
can make quicker and better informed
decisions on client issues, and provide
value-added consulting services.
CCH KnowledgeConnect works with
familiar technology such as Microsoft
Outlook and CCH products, including
CCH Document and shortly with CCH
research material. Users save time by
accessing CCH KnowledgeConnect from
any of these integrated applications.
Ask, search and publish in one single location
Single search field — easy-to-use
federated search
Evergreen home page showing the
latest activities
25
Track total time saved on searches
Build an incitement program for your top
contributor sharing their knowledge
Seven signs your firm needs a Knowledge Management solution
1. Knowledge is leaving the firm when
thought leaders retire or resign.
2.Employees spend too much time
looking for information.
3.Your firm has multiple offices and/or
remote employees. Knowledge is not
equally shared, but instead gets trapped
in silos at each business location.
4.Firm employees cannot identify
who to ask for information on key
subject areas.
5.When subject matter experts share
knowledge, it is usually one-on-one
via emails or direct conversations and
not recorded for broader use among
all employees.
6.Thought leaders complain of
constant interruptions to answer
the same questions for less
experienced employees.
7. You have no way to identify subject
areas that employees struggle with,
so you can’t plan effective training.
Ste ps to getti ng starte d
TIMELINE: START
Step 1
Attend webinar with a product specialist.
Day 1
DAY 10
Step 2
Acquire and configure
software.
DAY 20
Step 3
Complete the training sessions.
DAY 30: FINISH
Step 4
Start using CCH
KnowledgeConnect to capture
and centralize our firm’s
intellectual asset in one place
accessible anytime, anywhere.
Get started now! Learn how CCH KnowledgeConnect can help you harness critical
business intelligence in your practice by registering today for a FREE product webinar.
This 45-minute session is hosted by product specialist Kimberly Gartner. Your session will require a telephone line and a computer with Internet access. Visit www.cch.ca/KnowledgeConnect or call us at 1.800.461.5308 ext. 8826.
CCH Knowledgeconnect
Subscribe to the communities of your interest
CCH KnowledgeConnect Training
Esse ntial L ea r n i n g
Tap into the full potential of CCH KnowledgeConnect through comprehensive,
mandatory training delivered by professional instructors.
Training for IT personnel
CCH Knowledgeconnect
26
In addition to working with your
firm’s IT staff to install CCH
KnowledgeConnect, your CCH trainer
and IT consultant will provide you with
all the information and tools you need
to administer this application. Topics covered include:
Training for implementation
leaders and champions
End-User training
This session is intended to prepare your
firm to effectively implement and use
CCH KnowledgeConnect.
Topics covered include:
This session teaches end users how to
use CCH KnowledgeConnect to search
for, capture and share expertise within
your practice. Topics covered include:
Organizational policies and procedures for usage
How to execute efficient searches
Installation
Feature and user options
Configurations
Approval rules
Administration
Escalation rules
Maintenance of CCH KnowledgeConnect
Support, maintenance and optimization
Common pitfalls, tips and tricks for
implementing CCH KnowledgeConnect
For details on mandatory training sessions,
contact your Account Manager or call
1.800.268.4522.
How to ask and answer questions to
gain knowledge while helping to build
your firm’s knowledge base
Intelligent business strategy
CCH Practice
Maximize revenue through more efficient project
and time management.
Beyond time-tracking and billing, CCH Practice captures more billable
time and ensures successful, right-on-deadline project outcomes.
Customizable reports in CCH Practice, combined with features that
enable instant access to information, provide greater insight into the
business and lead to better decision-making and enhanced client service.
How can CCH Practice transform my practice?
Capture more billable hours
Accurately record all staff hours with
integrated time clocks. Plus Remote and
Internet Time Entry features let staff
enter hours while they’re offline or out
of the office.
Improve receivables and cash flow
Invoice templates with capabilities to
modify invoices on the fly help you bill
faster and more accurately. Streamline
the billing process and gain flexibility to make on-the-spot decisions. With CCH Practice you can also allow selected
individuals to review, correct and approve
invoices on-screen before posting.
Enhance workflow and
decision-making
Instant access to client and financial
information speeds up workflow and
arms you with the knowledge you need
to make day-to-day decisions. Flexible
reporting options — you can create
custom reports in addition to the 28
existing templates — give you greater
insight into your business.
Boost project efficiency and results
With the powerful Project Management
module, you’ll have access to dynamic
tools such as:
Automatic task completion/
reminder notifications.
Detailed budgeting for multi-step jobs
such as auditing, due date tracking and
status monitoring.
Ensure client satisfaction
CCH Practice helps you improve
client response time by allowing you to consolidate, organize, store and retrieve information quickly
and easily, eliminating the need for multiple databases.
Integration with other software:
Achieve even greater efficiencies
Turn up the power of CCH Practice by
integrating it with other applications
in CCH Accountants’ Suite. Use it
with Taxprep, CCH Engagement and
CCH Document for even more gains
in efficiency. CCH Practice acts as the
central client database within the CCH Accountants’ Suite by providing
scheduled synching with Outlook and automatic updates of client data in Taxprep.
Backed by an array of
world-class resources
As a CCH Practice user, you’ll have access
to an extensive array of resources from
world-class training and technical support
to data conversion services.
Never miss a client deadline again
Benefits
CCH Practice
 Increases receivables
Time Entry 
• Captures more
billable hours
Invoicing
Reporting
• Remote and Internet
Time Entry
Project
Management
reduced redundancy
• Synchronizes data
with Outlook, Taxprep
and CCH Engagement
CCH Practice
management decisions
 Streamlined workflow,
Integration 
28
 Better informed
• Produces invoices
within MS Word for
easy modification
• Produces multiple
standard or
custom reports
• Streamlines your
billing process
• Instant access to
client and financial
information
• Make on the spot
decisions with instant
access to current &
historical data
• Puts you in
control of who
does what and
the progression
of each project
 Puts you in control of
your practice
Instantly reports
project status and
budgeting.
Ste ps to getti ng starte d
TIMELINE: START
Step 1
Attend webinar with product specialist.
Day 1
Step 2
Register for
implementation
training.
DAY 10
Step 3
Complete
implementation
training.
DAY 20
DAY 30
Step 4
If needed, convert data
from previous software.
40 DAYS: FINISH
Step 5
Complete a billing cycle.
Start using project
management tools.
Get Started Now! Making CCH Practice part of your practice can be done within 40 days.
Start by registering for a FREE CCH Practice webinar explaining the features and benefits
of this reliable product. Visit www.cch.ca/CCHPractice or call your product specialist
Kimberly Gartner at 1.800.461.5308 ext. 8826.
CCH Practice Training
Esse ntial L e ar n i n g
CCH Practice training programs help new users become acquainted with the software
and experienced personnel learn ways to increase their productivity.
Implementation Training
This comprehensive and essential training is comprised of three mandatory sessions led by an expert from our Training and
Consulting team. Topics include:
Session 2
Session 3
Using administrative procedures
Understanding project management
Using various billing methods
Entering client and employee
information
Time and expense entry and inquiry
Creating and editing invoice formats
Creating, editing and reporting on projects
Entering payments and adjustments
Understanding monthly processes
Using time entry to update project and task information
For complete training details or to schedule a session,
please contact your training coordinator Shannon Kneebone at
1.800.268.4522 or email cservice@cch.ca.
*For Enhanced Learning Options, see page 49.
Note: All three sessions are mandatory.
CCH Practice
Session 1
29
More efficient and
productive engagements
CCH
Engagement
An intelligent tool for more efficient and productive engagements
Say goodbye to heavy paper binders and time-wasting workflows.
With CCH Engagement, organizing and retrieving workpapers is
as easy as clicking a mouse. This leading-edge trial balance and
workpaper management solution lets you share documents and
collaborate more easily with colleagues, email an entire binder and
synchronize work from any location — all within a secure environment.
How can CCH Engagement transform my practice?
Streamline your workflow
CCH Engagement automates the most
time-intensive tasks and provides you
with tools for managing engagements
throughout their life cycle. A central
dashboard lets you manage sign-offs and
staff communications, organize review
notes and view file status instantly.
Enhance collaboration
and productivity
The Central File Room acts like a
central office vault where you can
create and store client files in one
location for easy access by authorized
users. Remote functionality lets you
work offsite or collaborate with staff
from multiple offices.
Eliminate duplicate work with
Taxprep integration
Seamless integration lets you export
GIFI files to Taxprep while GIFI
Dynalink enables real-time data
transfer between the two applications so trial balance updates are
automatically reflected on your
clients’ T2 returns. CCH Engagement
also integrates with CCH Practice
to efficiently manage and track the
status, staff assignments and budget
performance of engagements.
Increase efficiency
CCH Engagement is loaded with
intelligent functions such as RollForward, which automatically rolls
forward and updates all documents for
active engagements. The ability to create
specialized binders for specific types of
engagement further enhances efficiency.
Save time
The Microsoft SQL Server platform
means faster performance. CCH Engagement is the only trial
balance system based on Word and
Did you know…
67 of the top 100 U.S. accounting
firms use CCH Engagement.
In North America, 55,000 users log
in to CCH Engagement each day.
44 per cent of users are from firms
with less than 10 employees
— CCH Engagement works for
companies of all sizes.
Excel, letting you leverage your
knowledge of these commonly used
productivity tools.
in to CCH Engagement using a unique
Enhance security and file integrity
user id and password. CCH Engagement
also gives you the ability to lock down
documents after review or completion.
CCH Engagement maintains security at
the program level and creates audit
Improve client and
file management
trails that track each user’s actions.
Store and manage all binders and
client-related information right in your
CCH Engagement application. Create
Permissions are created through user
groups, and authorized users must log
files for every client and move or scan
any information in Windows Explorer or paper format into a CCH Engagement
binder. A CCH Engagement toolbar
added to Microsoft Outlook lets you route emails directly to a CCH Engagement binder.
31
Streamline and manage your consulting engagements, from start to finish
CCH Engagement
Efficient Paperless Workflow
CCH Engagement
Benefits
 More time for
Taxprep 
value-added work
• Dynalink enables real-time
connections
• PDF copies of Taxprep
returns can be stored in
CCH Engagement binder
Process
Integration
Security
Management
Workflow
Collaboration
 Workpaper management
• Taxprep
• Multi-level
privilege
• Accurate file
synchronization
 Collaboration is enchanced
• Central file
management
• Central file
sharing
• CCH Accountants’
Suite
CCH Practice 
• Microsoft Office
• Easy task management for
all projects
• Adobe Acrobat
is more efficient
 Documents are more easily
produced and managed
 Leverage the use of Word and Excel
• Easy financial statements production
• Minimal learning curve
Route emails and attachments directly
to CCH Engagement binder
Word
Excel
Outlook
PDF
 Transfer data to
CCH Profit Driver
for value-added
service preparation
Did you know…
For an additional fee, we can design a template that perfectly matches your unique needs. Call 1.800.268.4522 to learn more.
Ste ps to getti ng starte d
TIMELINE: START
Step 1
Attend webinar with product specialist.
Day 1
DAY 10
Step 2
Acquire and install software.
egister for implemenR
tation training.
Step 3
Complete two
training sessions.
DAY 20
Step 4
If required, convert
data from previous
software.*
DAY 30
40 DAYS: FINISH
Step 5
Start using CCH Engagement to
create and manage
engagements.
*Conversion time will depend on number of files and who performs the conversion. This can also be done on an as-needed basis.
Get started now! Register for a FREE CCH Engagement webinar today. This one-hour session is hosted
by product specialist Marylyn Leckenby, who has more than a decade of experience in the
software industry. Your session will require only a telephone line and a computer with Internet
access. Visit www.cch.ca/Engagement or call 1.800.461.5308 ext. 8836.
Powerful new tools for even greater efficiency
Make your engagements even more efficient and productive by adding CCH Financial Statement Notes Library and CICA and CGA
Templates into your CCH Engagement binders.
CCH Engagement
32
CCH Financial Statement Notes Library
CICA and CGA Engagement Templates*
Accessible through CCH Online, CCH Financial Statement
Notes Library is an invaluable resource that lets you quickly
add notes to any financial statement by providing you with
up-to-date and customizable templates of common financial
statement disclosures. The financial statement notes libraries
contain notes on such key topics as:
Put the right forms right at your fingertips with electronic PEM
and PPM templates, including electronic audit, review and
compilation programs, workpapers, checklists, engagement
letters, and confirmation requests. Ready to integrate with
CCH Engagement, these templates eliminate the need to build
engagement binders from scratch. Pre-built binders include
lead sheets and a sample financial statement.
Reverse takeover
Related party transactions
IFRS adoption
Employee benefits
Canadian GAAP for
private enterprises
Consolidation
Financial instruments
Workpapers
Adoption of new standards
Stock-based compensation
Checklists
Revenue recognition
Non-monetary transactions
Electronic audit, review and
compilation programs
Interim financial statements
Engagement letters,
confirmation requests
and other correspondence
templates
*A subscription to CGA or CICA may be required in order to access these templates.
Contents may vary depending on your subscription.
CCH Engagement Training
Esse ntial L ea r n i n g
CCH Engagement is easy to use, but to ensure your team is taking full advantage of this
powerful tool, CCH provides two mandatory training sessions. Onsite or Web-based
options are available for your convenience.
General Accounting & Auditing Training
Best Practice Training
This general course will ensure that all
CCH Engagement users in your firm
understand the “how-to” basics and are
familiar with key time-saving features.
Topics include:
Building on knowledge gained in the
general course, this session helps your firm maximize the efficiency and productivity gains possible with CCH Engagement. Topics include:
Creating client files, binders, trials
balances, reports, journal entries and more
Customization
Integration between Microsoft® Office
and CCH Engagement
Transferring financial data into Corporate
Taxprep and other tax software packages
Data conversion
For details on mandatory
training sessions, contact your
Account Manager or call
1.800.268.4522.
*For Enhanced Learning Options, see page 49.
Step-by-step “how-to” on building a binder
“The trainer geared the
session to our needs
with two beginners and
one intermediate. The
information was geared to
issues we had, questions and
a quick general navigation.”
Modification of Microsoft Office Excel-based Financial Statements
Workflow review
“We appreciate the trainer’s
Implementation timelines
willingness to assist us User rights
during the transition phase
Template management
Updates and new version deployment
and her clarity in answering our questions.”
CCH Engagement Customers
Success Story
S pot l i g ht o n Rib e y r e & C ompa n y
Ribeyre & Company was looking for a consulting engagement solution
that would leverage staff members’ proficiency with Excel, improve
staff productivity, and allow the company’s consultants to serve clients
promptly and proactively. Ribeyre & Company had previously used
33
CaseWare Working Papers and found it frustrating to not be able to use
CCH Engagement emerged the
winner, primarily because of its
ability to integrate seamlessly
with Microsoft Office Excel,
which enhanced the ease of report
formatting. With CCH Engagement,
financial statements, leadsheets and
supporting workpapers are all
dynamically linked to the trial
balance, automatically reflecting
changes to accounts.
Ribeyre & Company highlights five
features in CCH Engagement they have
found most useful.
review and the modified after review
indicators provide improved insight into the firm’s records.
Automatic links to trial balance
amounts within financial statements,
leadsheets and supporting workpapers
along with the ability to drill down
to view the accounts and values
that make up a particular financial
statement balance.
Roll-forward capabilities automatically
create a new year’s file, and all documents
are rolled forward and updated with
current dates, values and variances.
“With the addition of the CCH Engagement workflow tool, our
employees can now complete year-end files quickly and securely.
The solution enables our staff to effortlessly create in Excel financial
statements that are easy to understand and populate.”
Ted Ribeyre
Owner of Ribeyre & Company
Automatic links to tax returns in
Taxprep ensure that journal entries
posted in the client’s trial balance are
automatically reflected on the return.
Completion sign-off indicators inform
Ribeyre staff which working papers
remain outstanding. The ability to lock
down individual documents after The Finalize feature enables Ribeyre to
lock down completed engagement files,
making them Read-Only to ensure no
changes can be made and file integrity
is maintained.
Measuring success
Here’s a numeric snapshot of how CCH Engagement has helped
Ribeyre & Company:
20 hours Time spent preparing
financials with CCH Engagement
22 hours Time spent preparing
financials without CCH Engagement
18 hours Projected preparation time
with CCH Engagement utilizing
all capabilities
To learn more about what CCH Engagement can do for your firm, visit
www.cch.ca/Engagement today or call 1.800.268.4522.
CCH Engagement
the program with already formatted, Excel-based financial statements.
Intelligent business strategy
CCH
Profit Driver
Turn historical financial data into intelligent
business strategy
Strengthen your client relationships and increase revenue with valueadded services enabled by CCH Profit Driver. Loaded with tools and
rich features, CCH Profit Driver lets you quickly analyze your clients’
financial data, identify business areas for improvement and develop
strategic plans to help them achieve their goals.
How can CCH Profit Driver transform my practice?
Build customer loyalty
Help your clients reach their business
goals with powerful analysis screens
that let you display financials in an
interactive format. With CCH Profit
Driver you can analyze up to 40 periods
of financial data for effective trend
analysis and create “what if” scenarios to help your clients explore and set goals.
Develop new revenue streams
CCH Profit Driver helps you tap into
new, recurring sources of revenue and differentiate your practice by
offering value-added services such as business coaching.
Enhance your
professional image
Automated reporting lets you generate
professional-quality documents,
including highly detailed financial
diagnostic reports that deliver even
greater value to your clients.
Transform your practice
“CCH Profit Driver gives
us the means to really help our clients in ways that
go far beyond ‘traditional’
services provided by
accounting firms.”
CCH Profit Driver lets you quickly
David Straughan
standardize new workflow. You can
easily add value as an integrated part
of the compliance process and shift
your workload to highly motivating
and challenging engagements.
Partner, MacGillivray Chartered Accountants & Business Advisor
Use client financial data to enhance client relationships with value-added
services and open new revenue streams for your firm
Open New Business Channels
Accounting
Firm
ysis 
ancial Anal
n
Conduct Fi
CCH
Profit
Driver
ng
& Accounti
Client’s Tax
ata 
Services D
egy 
35
ness Strat
Build Busi
Get an easy-to-read, 14-page
report that uses text and
graphics to present business
drivers, results and
performance measures.
Predefined ratios and
personal key performance
indicators help your clients
understand and visualize
their business results.
Ste ps to getti ng starte d
TIMELINE: START
Step 1
Attend webinar with a product specialist.
Day 1
DAY 10
Step 2
Acquire and install software.
Register for training.
DAY 20
Step 3
Complete Level 1 training session.
DAY 30: FINISH
Step 4
Start using CCH Profit Driver
to deliver value-added services.
Get Started Now! Register for a FREE CCH Profit Driver webinar today to learn the key features
and benefits of this innovative product. This one-hour session is hosted by Marylyn Leckenby, Product Specialist, who has more than a decade of experience in the software industry. Your
session will require only a telephone line and a computer with Internet access. Visit www.cch.ca/ProfitDriver or call 1.800.461.5308 ext. 8836.
CCH Profit Driver
Measure business performance
against the industry average using
Statistics Canada data or the
benchmarking data you created.
CCH Profit Driver Training
Esse ntial L ea r n i n g
Discover how to harness the power of CCH Profit Driver to deliver greater value to your
clients and increase your revenue opportunities.
LEVEL I
Learning the Fundamentals and
CCH Profit Driver
36
Key Features:
This mandatory three-hour Web
session will show you how to get
started with CCH Profit Driver and
ensure that each user fully understands
how this application can help expand
your services offering. Topics include:
Importing financial data
Performing goal seeking
Running what-if analyses on case studies
Comparing client data to industry standards
Creating key performance
indicators (KPIs)
Telling the “story” of your client’s business
For details on mandatory
training sessions, contact your
Account Manager or call
1.800.268.4522.
Complimentary webinars are
also offered throughout the
year. Please contact our
customer service to learn more
about the topics and dates.
LEVEL II
Implementing CCH Profit Driver in
Your Firm:
This optional full-day seminar is
presented in class by Mark Holton, a renowned accountant, advisor and
trainer, and the Director of DTTS in
Australia, where he introduced
CCH Profit Driver with great success.
Seminar topics include:
How to efficiently use CCH Profit Driver
in your firm
How to identify prospective clients
How to explain financial formula
outcomes in terms the client can easily understand
How to prepare and conduct the ideal consultation with a step-by-step approach
How to develop customized client solutions
How to sell and market your value-added services
How to price your consulting services
based on value instead of time
This session is offered twice a year, in
the spring and fall. Contact your local
sales representative to find out when
the next session will be held in or near your area.
Success Story
S pot l i g ht o n Ca ro n , T r épa n ie r et Ass ocié s I n c.
Caron, Trépanier et Associés Inc., a public accounting firm in Sherbrooke,
Québec, takes great pride in its ability to offer clients a total service
package. The firm was already using Corporate Taxprep to prepare
tax returns and wanted a tool that would support and enhance its
37
consulting activities while integrating seamlessly with existing
Here are some of the ways
CCH Profit Driver is helping Caron,
Trépanier et Associés advance its
business consulting practice:
The digital dashboard and
comprehensive graphics and charts
enable the firm’s associates to visually
demonstrate a client’s financial
situation using GIFI data imported
from Corporate Taxprep.
Analysis and strategy functions make
it easy to evaluate a client’s projects
using the company’s current situation
as a starting point. This function, which
uses data that’s already available
rather than processing the information
separately, gives associates and their
clients the big-picture information they
need to make decisions on such matters
as renewing a computer equipment
lease, acquiring another business,
opening a production plant overseas or borrowing to refinance the business.
Financial “health check” feature
allows associates to quickly analyze
the strengths and weaknesses of a
client’s business and to offer them
recommendations on strategies
for building the business as well
as preventive measures against
foreseeable challenges.
CCH Profit Driver has been an
invaluable tool for Caron, Trépanier et
Associés, allowing the firm to elevate
the breadth and quality of its consulting
services. The company now plans to
expand its advisory service offerings
through the creation of a department
dedicated to client consultations. This
expansion will not only help meet the
needs of the firm’s clientele, says Mr. Trépanier, but will also provide the firm’s employees with many new
opportunities and challenges.
the best advice possible. This includes
“We not only guide our clients through the preparation of their
financial statements, we help them look at various business scenarios
that could improve their cash position. CCH Profit Driver is the tool
we deploy to analyze the potential scenarios.”
Daniel Trépanier, cma
Partner, Caron, Trépanier et Associés Inc.
To learn more about what CCH Profit Driver can do for your firm, visit
www.cch.ca/ProfitDriver today or call 1.800.268.4522.
CCH Profit Driver
programs. The solution: CCH Profit Driver.
A website solution
designed for accountants
CCH
Site Builder
An easy-to-use website solution with instantly
accessible tax articles and content
Expand your marketing strategy to the Web and enhance customer
relationships by giving your clients online access to value-added
services and content. It’s easy with CCH Site Builder, a powerful yet
easy-to-use website solution with templates designed specifically for
tax and accounting professionals. With CCH Site Builder, you can create
a website in less than 30 minutes and maintain it with minimal effort.
How can CCH Site Builder transform my practice?
Increase your value with
your clients
Share files with confidence
CCH Site Builder delivers fresh,
feature enables you and your clients
to securely exchange even the largest
confidential personal data files. We use the same kind of high-level
security features the banks use.
CCH Site Builder provides continuous
Establish a professional
online presence
CCH Site Builder is a highly economical
professionally written content, timely
tax alerts, the latest government forms,
financial calculators and more. And
because the Web is on 24/7 and can
be accessed globally, your clients can
retrieve these resources whenever and
wherever they need them.
Enhance your productivity
Instead of contacting you, your clients
can visit your website for quick and
easy answers to basic tax and financial
questions. So you can get more done,
especially during the busy tax season.
CCH Site Builder’s unique File Share
CCH Site Builder is a complete turnkey
solution which enables you to build a
professional-quality website for your
practice — in less than 30 minutes —
even if you’ve never built one before.
Keep your site fresh with
minimal effort
content update, including a monthly
newsletter with current articles written
by industry experts.
Save money
solution that fits the budget of even the
smallest practice. Tailor it to fit your
individual needs and pay only for the
features you want.
Make it your own
Customize your website to your own
specs, and augment CCH Site Builder
information with your own content.
Extend your practice to the Web
Effectively market your practice online
Provide value-added content to clients and prospects with minimal effort
Maintain a secure level of communication with clients
CCH Site Builder
Benefits
Personalized Web presence
Your credentials
and services
Expert client communication
CCH professional
writers and editors
39
Secure file sharing
Confidential client
CCH Site Builder
documents
CCH Site Builder comes
with 48 financial calculators
that your clients will use
and appreciate.
Customize newsletters by selecting
current articles from our library or
by creating your own.
Ste ps to getti ng starte d
TIMELINE: START
Step 1
Attend an online product
demonstration (optional).
S et up your 30-day
complimentary trial site.
Day 3
Step 2
Create and review your trial site with our simplified 12-step process.
DAY 6
DAY 20
Step 3
Purchase your website anytime
during the 30-day trial.
Register a new domain name or use your existing
website address.
DAY 30: FINISH
Step 4
Attend an in-depth member
training seminar to learn how
to optimize your website.
If you require a standard website immediately, we can set up your site in as little as 3 days.
For custom template work, please allow 10-15 business days.
Get Started Now! Learn more about how CCH Site Builder can enhance your practice by registering
today for a FREE one-hour product demonstration hosted by our Account Manager Helen Beltsidis.
Helen has over 14 years’ experience in the accounting software, financial, insurance and
publishing industry and specializes in Practice Development. All you need to attend this session is a telephone line and a computer with Internet access. Visit www.cch.ca/sitebuilder
or call 1.800.859.3418 “Option 1” or email cservice@cch.ca.
CCH Site Builder Training
Esse ntial L ea r n i n g
CCH Site Builder training will help ensure you and your clients get the most out of your website.
Introduction to CCH Site Builder for Members
CCH Site Builder website is, how to create
one and all the advantages it provides. Topics include:
Setting up the 12 steps
Sharing confidential information securely
Generating client visits
Generating return traffic
Customizing content
CCH Site Builder
40
This complimentary one-hour workshop
is exclusively for active customers of CCH Site Builder. It provides a comprehensive introduction for new users and serves
as a great refresher course for existing
subscribers. You’ll understand what a
Success Story
S pot l i g ht o n Wo rmal d M asse K e e n Lopin ski LL P
Wormald Masse Keen Lopinski (WMKL) LLP, a Niagara-based accounting
firm with nine partners, 43 staff members and a large client base, was
finding it challenging to keep its website updated and populated with
content that was current and relevant to its clients. The task of creating this
content could have been assigned to a staff member, but WMKL figured
this would cost the firm thousands of dollars a month in billable hours.
In search of a solution, WMKL turned
to CCH Site Builder and its convenient
e-Content option, which allowed
WMKL to append a constant stream
of regularly updated, reliable tax and
accounting content without having to
change the overall look and feel of its
existing website. It was easy for WMKL
to get set up with e-Content. “A few
emails and follow-up calls, and the
content was implemented,” says Chris
Currell, WMKL’s IT Manager.
Today, thanks to CCH Site Builder,
WMKL can:
Stay current with industry news.
With CCH Site Builder’s e-Content,
WMKL staff and partners have access
to the industry news and regulatory
changes “right off the wire.”
Enhance customer service. Clients
can easily find the answers they need
online and stay up-to-date on the
latest tax developments by subscribing
to WMKL’s e-newsletters.
“CCH Site Builder provides us
with the content we need for
about $1,000 a year. That’s great
value for the highly professional
content provided!“
“Our website is a marketing
and stimulation tool — clients
receive newsletters or may see
something on the site. We want
them to contact us, and that’s
one way we grow our business.”
Bill Keen, ca, cfp
Partner, Wormald Masse Keen Lopinski LLP
Grow the business. WMKL’s website has
proven to be a lead generator, with many
prospective clients making the decision
to contact the firm after visiting the site.
To learn more about what
CCH Site Builder can do for
your firm, visit www.cch.ca/
SiteBuilder today or call
1.800.859.3418.
Optimize your Excel processes
CCH
ActiveData
Optimize your Excel data
With more than 70 time-saving functions for Microsoft Office
Excel, CCH ActiveData streamlines your Excel processes and
makes it easier to work with complex spreadsheets. From data
sampling to sophisticated fraud analysis, this data extraction and
analysis tool simplifies tasks and helps you optimize your use of
data, spreadsheets and workbooks.
How can CCH ActiveData transform my practice?
Save time
CCH ActiveData reduces
the need for manual
calculations usually
required in sophisticated
analyses. Now you
can perform complex
calculations with just
a few clicks.
Improve accounting and
financial analyses
This advanced tool gives you the
opportunity to execute deeper
analyses and enhance your
understanding of client data, so
you can deliver better results
and add value to your services.
Increase efficiency
CCH ActiveData helps
you better manage your
Microsoft Office Excel
workbooks and files.
To learn more about how CCH ActiveData can help your practice, visit
www.cch.ca/ActiveData today or call 1.800.268.4522.
U.S. tax returns made easy
ProSystem fx Tax
Everything you need to streamline U.S. tax returns
Streamline your U.S. tax return process with ProSystem fx Tax,
our comprehensive U.S. tax compliance software. With consistent
December delivery each year, it’s no wonder ProSystem fx Tax is
used by close to 70 per cent of the top 100 U.S. accounting firms
and nearly 50 per cent of the top 33 Canadian practices.
How can ProSystem fx Tax transform my practice?
Reduce time wasted
searching for forms
Count on world-class
system support
ProSystem fx Tax includes all types of
U.S. forms and guides including those
used by Canadian tax preparers such as
1040NR, 1120F, 1116 and 2555, 5491,
5492, 1065, 1041, 706, 8833 and more.
You’re never alone when you’re a
ProSystem fx Tax user. You can contact
support via phone, use our new Chat or
consult our database online. Support is
also available on the weekends in April.
Pay-as-you-go
Convert your data
at no charge
ProSystem fx Tax offers a pay-perreturn option for lower volume users.
Get all the forms you need for an
annual registration fee plus a fee per
return. You can either pay for only the
returns that you process or order
specific federal or state entities for
unlimited use.
Easily convert data from commonly
used U.S. tax packages — right on your
desktop at no extra cost.
Streamline your workflow
ProSystem fx Tax has sophisticated
multi-state processing capabilities, for any combination of all 50 states in a single calculation. It also lets you instantly display prior year amounts on-screen.
Enhance your review process
Our comprehensive on-screen review
system gives you industry-leading
access to thousands of interactive
diagnostics that link to input. The
Interactive government form view
lets you review all federal forms and
schedules and jump to appropriate
detail screens.
Find all the forms you need in ProSystem fx Tax
Individual (1040)
Partnership (1065)
Estate and Gift (706/709)
ProSystem fx Tax produces
everything from your simplest
accommodation returns to your
most complex 1040s, including
1040NR.
ProSystem fx Tax provides complete
flexibility for handling all types of
partnership tax returns.
Quickly process all your estate and gift tax returns, with the
features and capabilities you’ve
come to expect from the industry leader.
Corporations (1120)
Handle compliance requirements
with ease while offering complete
presentation flexibility for all major
types of estates and trusts.
Popular features
Automatic calculations, overrides,
diagnostics and optimizations are available for every type of U.S. return.
Delivery Time
The product is usually delivered within 48 hours after the order is processed.
Get started now! Request an evaluation kit by contacting your regional account manager or
Benoit Filion at benoit.filion@wolterskluwer.com. Please include your mailing address.
For more information, visit www.cch.ca/prosystemfxtax or call 1.800.268.4522.
43
PROSYSTEM fx TAX
Now you can easily handle a
wide array of returns including
1120, 1120S, 1120F, Consolidated
Corporation and more.
Fiduciary (1041)
Authoritative tax research
Tax and
Accounting
Research
Tax and accounting research: Accurate, relevant and
authoritative research right at your fingertips
Build your expertise and enhance your value to clients with the latest
tax and accounting intelligence.
How can CCH tax products transform my practice?
Content you can trust
Comprehensive coverage
CCH tax research products deliver
Get the big picture with extensive
information on federal tax, GST/HST,
provincial tax, estate planning and other specialized areas.
relevant and timely content written by
tax specialists selected for their expertise.
Continuous flow of
current intelligence
CCH tax research products update
content on an as-needed basis so you
always have the most up-to-date
information available.
Leading-edge analysis
Anticipate and prepare for change by
being constantly aware of the factors
affecting the industry. Our leading tax
specialists know the most important
issues of the day and will candidly share
their insight and analysis with you.
Flexible packaging
Whether you are a tax specialist or someone who requires general
coverage, CCH tax research products
have the package to suit your needs.
You can easily change your package
as your needs change.
Convenient methods of delivery
To ensure easy access to the information
you need, CCH tax research products
are available online, on DVD or in print.
When you need
information fast — CCH
tax research products
feature these Quick
Answer Resources:
Smart Charts — A CCH
exclusive! Interactive,
customizable quick reference
charts on popular topics
such as commodity tax
exemptions and rates.
Advanced search tools
Regular updates with
CCH Newsletters
What tax areas are covered in CCH tax research products?
Federal Income Tax
GST/HST commodity
Specialized topics such as:
Canadian Tax Reporter, Window
on Canadian Tax, Dominion Tax
Cases, Canada Income Tax Guide
and much more.
Canadian Goods and Services Tax Reporter and Window on GST/HST.
Estate Planning, Tax Planning for
Small Business and Real Estate Tax.
Provincial Income Tax
All provincial reporters including sales
tax commentary.
U.S. and international
content
CCH covers taxes of over
90 countries.
45
We wrote the books on tax preparation
Your practice depends on you having the latest, most reliable tax information. That’s why CCH Canadian’s tax preparation books*
are loaded with how-to advice, tax planning tips and fast answers to all of your tax return questions. Updated annually with the
most current content, these bestselling income, corporate and trust taxation guides are recognized as the industry standard by
tax professionals across Canada. To learn more or to order your tax preparation guide, visit www.cch.ca/tax_guides.
Context-sensitive links from Taxprep software to the commentary in the DVD and online formats.
“I find Preparing Your Income Tax
“Good reference guide. I can’t remember everything; Preparing Your
Returns to be the most clear in
Corporate Tax Returns provides the guidance I need to ensure a proper
explanations and I thank you for
filing. Also useful during our CRA tax audit that occurred this year.”
making it.”
B. Allison
Z. Moos
Sayward, B.C
St. Laurent, Québec
*Preparing Your Income Tax Returns and Preparing Your Corporate Tax Returns are registered trademarks of CCH Canadian Limited. Preparing Your Trust Tax Returns is a
trademark owned by CCH Canadian Limited.
tax and Accounting Research
Tax Preparation Research
Accounting Research
Accurate, up-to-date information is a must for accounting professionals.
CCH accounting research delivers essential accounting knowledge in print and electronic format, as well
as through training webcasts.
IFRS Solution Centre
print and online resources on the soon
to be implemented International
Financial Reporting Standards (IFRS).
linked cross-references to additional
information sources. Also included are proposed amendments in current
exposure drafts and history of recent changes.
For more information visit:
www.cch.ca/IFRSnow
For your free 14-day trial, visit: www.cch.ca/IFRStrial
International Financial
Reporting Standards for Canada
IFRS Books
Developed to be the best IFRS research
tool in Canada, this unique online service
combines official IFRS documents with
extensive explanatory comments and
practical guidance on Canadian and
international interpretations of IFRS.
Your online subscription includes the
complete International Financial
Reporting Standards for Canada and
all related documents issued by the
International Accounting Standards
Board (IASB), updated continually with
books. From the official IASB text of
the standards to a Canadian IFRS
perspective, these help smooth your
transition from Canadian GAAP to IFRS.
CCH has a comprehensive library of
tax and Accounting Research
46
CCH provides a variety of IFRS research
For more information visit:
www.cch.ca/IFRSnow
CCH Accounting Research
Manager (ARM) —
­­­ Accounting &
Financial Standards
This is the largest, most comprehensive
financial reporting online database
covering IFRS-IASB, FASB, AICPA,
SEC, PCAOB, EITF, Internal controls,
GASB, GAO, OMB, and 10-K look-up.
Enjoy one-stop access to U.S. and
international authoritative and
proposal stage information. Designed
to provide expert interpretive
guidance, this valuable resource is
updated five times a day and provides
daily and weekly summaries of all
recent developments.
New product modules available:
Internal Audit
Fraud and Forensic Accounting
For your free 14-day trial, visit:
www.AccountingResearchManager.com
A financial planning practice
within your practice
CCH
Financial
Planning
Helping you build a successful financial planning
business within your practice
If you’re adding financial planning services to your practice, turn
to CCH Financial Planning for end-to-end resources that cover
everything from education to practice and knowledge update. CCH Financial Planning products provide the knowledge and business
tools you need to offer your clients valuable financial planning advice.
Financial Planning Education for Accountants
A fast track to the CFP®
Examination
The Certified Financial Planner (CFP)*
credential is administered by Financial
Planners Standards Council (FPSC) and
held by over 17,000 financial planners in Canada. If you are an accounting
designate with three years of related
industry experience, you may qualify to
challenge the CFP Examination without
completing a qualifying program.
Preparation is crucial. CCH and Advocis
provide four printed texts covering key
personal financial planning topics
closely matching FPSC’s examination
blueprint, plus one year of online access
to self-testing on all topics in our
accredited program to assess your
knowledge readiness. CCH’s package
gives you all of the CFP study material,
and all of the program tests, at less than half the price of the complete
qualifying program.
A new Capstone Course for
financial planners
Introducing the CCH/Advocis
FPSC-approved Capstone Course
— a comprehensive program that
delivers a concise summary of core
curriculum requirements and gets
you ready to take the Financial
Planning Examination 2 using case
studies, practice questions and exam
writing techniques. Course materials
that allow you to create complete
financial plans include oneSource:
The CCH Canadian Financial
Planning Library and FP Solutions™
financial planning software.
*CFP®, CERTIFIED FINANCIAL PLANNER® and ® are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial
Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
FP Solutions™ Financial Planning Software
The power to drive your practice
Major features include:
Integrated planning modules
T1 tax calculations
FP Solutions financial planning software
offers four levels of financial planning
power so you can choose the level that
best suits your clients and your
practice. The Basic and Plus levels are
ideal if your practice is focused on
investment and insurance product
recommendations, and lifestyle needs.
The Advanced level is designed to
handle the most demanding client
solutions while the Business level offers
the only comprehensive corporate
planning available in Canada today.
Planning for the business owner
Industry leading training and
technical support
Highest quality customized
reports — branded for your firm
and personalized for your clients
CCH Financial Planning
48
BASIC
Retirement Planning & Sales Concepts
PLUS
Insurance Needs Analysis
ADVANCED
Cash Flow & Net Worth Projections
BUSINESS
Full Personal & Corporate Planning
oneSource
The Financial Planner’s Search Engine
Whether you are a seasoned financial
professional or just starting out, you
will appreciate the benefits of a
research product dedicated to your
business. Updated continuously and
keyword searchable, oneSource is an
online research tool that quickly and
easily provides the information you
need for any client situation, even
allowing you to cut and paste
information and graphs to use in client materials and reports.
Major features include:
Two free monthly e-newsletters
— Wealth Management Times
and the Estate Planner
Personalized with customized
search and email alerts
CRA, HRDC and regulators’
checklists and forms
Cut, paste and email functionality for use in your client reports and communications
Call now! For more
information, call 1.800.268.4522
or email cservice@cch.ca.
CCH Accoun tan ts’ Su ite
Enha nc ed L earn ing
Opti ons
Expert training for
maximum value
CCH Accountants’ Suite is packed with advanced,
Taxprep
In-class seminars
Webinars
Onsite customized training
CCH Scan
Refresher and What’s New
Acrobat
Onsite customized training
CCH Practice
Function-based classes
CCH Engagement
Conversion workshop
Customized/ancillary training
Adobe Acrobat
Information technology consulting
Implementation training
Customized training
Pro System fx
intelligent programs. Harness the full power of your CCH Accountants’ Suite products by taking advantage of
our professional training and consulting services. From
software implementation and basic how-to’s to in-depth
explorations of features and enhanced functionalities, our onsite and Web-based sessions — delivered by expert trainers — let you maximize the value of your CCH Accountants’ Suite products.
U.S. Tax Research Products®
Trainers who are best
in class, and online
Meet
Our Experts
More than great products
When you put CCH Accountants’ Suite in your practice, you get
more than the most advanced products on the market. You get
professional trainers who know CCH products inside and out and
are passionate about sharing this knowledge in sessions that are
detailed, engaging and relevant to the needs of your practice.
Gerry Barker
Senior Training Manager
Gerry Barker’s extensive experience in the tax software and service industry dates back to
1986, when he started as an account manager in Winnipeg.
René Carbonneau
Training Coordinator
An experienced tax analyst who worked on the T2 development team as tax team leader,
René Carbonneau has been with CCH Canadian Limited for 19 years.
Gaétan Cyr
Senior System Analyst, Technology — Research and Development
Gaétan Cyr started working with CCH in 1988 as a programmer analyst after having
taught science for a few years. He was one of the software designers of Hometax and
worked on this software until 1999, when he joined the ranks of Taxprep.
Pamela Dixon
Training Specialist
Pamela Dixon joined CCH in February 2001 as an account manager in British Columbia.
After eight years in software sales, she was able to realize her true passion of software
training for CCH Canadian’s Tax, Accounting and Financial Planning division as well as the
Legal and Business division.
Helga Dressel
Tax Software Training Consultant
Helga Dressel has had a thriving tax preparation business for 10 years and prepares many T1
and T2 returns. Helga is well regarded amongst our customers as a knowledgeable and friendly
instructor who has a keen understanding of the needs of income tax preparers in Canada.
Caroline Galipeau
Implementation and Training Specialist
Caroline Galipeau specializes in implementation consulting for CCH Engagement and also
does double duty as a trainer for our tax compliance products. Before taking on these
roles, Caroline worked as a tax support agent at CCH. Caroline also does personal tax
return preparation. She has been working for CCH since 2005.
Mark Holton is a respected taxation and business management consultant and an expert
in CCH Profit Driver implementation. He has more than 25 years’ experience as an
Accountant and Tax Agent in both the private and public sector in Australia and Asia.
Mark is also a Fellow of the Taxation Institute of Australia, the National Institute of
Accountants, and The National Taxation and Accountants Association.
Michael Howe, cfp
Product Manager, FP Solutions
In his current role, Michael Howe contributes to the development, maintenance, training
and support of CCH’s financial planning software, FP Solutions. He has been providing
training and support for this program since 1997.
Jenny Lee, ca
Tax Software Training Consultant
Jenny Lee obtained her CA designation with PricewaterhouseCoopers in Toronto, where
she worked in the International Assignment Tax Services Group. Since joining CCH in
1993, Jenny has been helping clients with all Taxprep products and currently leads
in-house and Web-based training seminars.
Jillian Moores
Training Specialist
Jillian Moores joined CCH in July of 2007 as a training specialist in the Tax, Accounting and
Financial Planning division. She is a graduate of St. Lawrence College’s Human Resources
Management program and is working toward her CHRP designation.
Daniel Pépin, cga
Customer Service Support, Training Specialist
Daniel Pépin joined CCH in December 2005, bringing significant expertise in taxation and
accounting. He conducts seminars where he shares his broad knowledge of all Taxprep
products. He also provides training for CCH Profit Driver.
Marc Tardif
Quality Control Technician, System’s Development
Marc Tardif joined CCH Canadian in September 2006 as a quality control technician. He
gained extensive training experience as a consultant in Africa for a United Nations project
and as a motorcycle program chief instructor for the Canada Safety Council. As a former
technician for IBM, Marc has sound knowledge of computer hardware, operating systems,
network environments and customer service.
Maureen Vance, ca
Tax Software Training Consultant
Maureen Vance obtained her CA with Peat Marwick Mitchell (now KPMG) and has
completed the CICA In-Depth Tax Course. She joined Taxprep in 1985 and has been
training clients on Taxprep products for over 20 years.
51
Meet Our Experts
Mark Holton
Training and Business Consultant
Taxprep
Personal Taxprep/Corporate Taxprep
I ntroduction to Preparing Canadian Corporate Tax Returns
using Corporate Taxprep
Learning Outcomes:
CCH offers in-class seminars each year — focusing on Personal Taxprep
and Corporate Taxprep. Intended for Taxprep users of all levels, these
classroom seminars ensure that you are up-to-date on Taxprep
product enhancements and tax changes and explore key productivity
features to help you make the most of your Taxprep software.
Learning Outcomes:
Highlights:
n
H
ow new product features and updates make return preparation
and management easier and faster
n Learn about recent changes to tax legislation
n Customizing Taxprep to meet your firm’s specific needs
n How Taxprep integration with other CCH Accountants’ Suite
products can further boost productivity
n
Enhanced Learning options
52
Format: Classroom seminar
Duration: Half or full day
Introduction to Taxprep for New Users
Highlights:
avigating the tax return on Taxprep
N
Data entry
Reviewing returns and printing
How to take advantage of the various Help features
Format: Webinar
G
eneral Index of Financial Information (GIFI)
Returns and Schedules information (RSI)
n How data flows from federal to provincial returns
Format: Webinar
Duration: 1.5 hours
Preparing T2s for Related and Associated Corporations
Learning Outcomes:
Understand all the features of T2 Data Connection and find
out how to save time when processing returns for related and
associated corporations.
H
ow to use the T2 Data Connection feature in Corporate Taxprep
Linking, updating and importing data
n Optimizing allocations
n
This Web-based introduction to Taxprep gets you comfortable with
the Taxprep interface and prepares you for more in-depth learning
about product features.
n
n
n
Highlights:
n
Highlights:
Learning Outcomes:
n
This expert-led session is invaluable to users who are new to
corporate tax returns filing or who need a refresher on basic concepts.
Duration: 1.5 hours
n
Format: Webinar
Duration: 1.5 hours
Customized Training
In addition to our classroom seminars and webinars, CCH also
provides customized training through the Web or onsite.
Here are just a few of the numerous Taxprep webinars available throughout the year. For full details on Taxprep webinars, visit
www.taxprep.com and click on “Training”. For regular updates, subscribe to the Taxprep eBulletin.
CCH Scan
CCH Scan Refresher and What’s New
Adobe Acrobat Fundamentals for CCH users
Learning Outcomes:
Learning Outcomes:
Designed for users with at least one tax season’s experience with
CCH Scan, this once-a-year webinar provides an overview of the
latest product changes and updates.
Designed for users who are new to Adobe Acrobat, this webinar
enables you to optimize usage of PDFlyer, which leads to a more
streamlined workflow and a reduction in paper-based annotations.
Highlights:
n
n
n
n
n
Highlights:
E xpanded and improved form coverage
Updates to the validation tool
New administrator options
Integration with Personal Taxprep
AutoFlow Technology update
Format: Webinar or classroom seminar by request
n
n
n
n
n
Duration: 1 hour
ow to create and print PDFs
H
Setting toolbar preferences
How to create and use bookmarks
Using watermarks, sticky notes, stamps and text boxes
Using the comments toolbar
Format: Webinar
Duration: 1 hour
Customized training
Want to gain a deeper knowledge of Adobe Acrobat Standard or
Professional 7.0 or higher? Ask us to create a customized webinar or
onsite training session for your team.
CCH Engagement
Information Technology Consulting
Microsoft Excel for Accountants
Learning Outcomes:
Learning Outcomes:
Intended for IT staff working at firms getting ready to implement
CCH Engagement, this consulting session ensures the successful
installation of CCH Engagement.
This webinar is designed for accounting professionals who want to
increase their efficiency with Microsoft Excel so they can take full
advantage of this program’s time-saving features.
Highlights:
n
n
n
n
n
Highlights:
F itting CCH Engagement into your information environment
Understanding installation procedures and potential challenges
Integration of Microsoft Word and Excel
Understanding the database behind CCH Engagement
Using file storage, file sharing and security (including the Citrix/
Terminal Server)
n
n
n
n
aximizing use of key features that will promote efficiency
M
Entering, formatting and manipulating data with Excel
Getting familiar with new Microsoft Office 2007 interface
A closer look at applications related to specific
accounting functions
CCH Engagement Conversion Workshop
Learning Outcomes:
Directed at new CCH Engagement customers switching from a
different workpapers software such as CaseWare® Working Papers,
this session ensures the software conversion process is as thorough,
efficient and simple as possible.
Format: Private Web-based session
Duration: 1 to 2 hours
dvanced CCH Engagement Training
A
(Accounting and Auditing)
Learning Outcomes:
This comprehensive session will turn you into a CCH Engagement
power-user and go-to person in your firm.
Highlights:
P
erforming special types of engagements through the various
available Trial Balances and related functions
n Using the structure provided to build your own types of journal
entries and balances
n Analyzing the TB Link to understand how it works, enabling you
to perform advanced TB Link functions
n Increasing overall efficiency of firm engagements by allowing for more
timely preparation and review of workpapers and financial statements
n
Prerequisites: CCH Engagement Essential Learning basic session
Format: Web-based or onsite with an option for a private session or a webinar
Duration: 1 day
with other CCH Engagement users
Fundamentals of Adobe Acrobat Standard for
CCH Engagement Users
Learning Outcomes:
Led by a product expert, this session is for users who want to learn
more about Adobe Acrobat and how they can use it in the context
of CCH Engagement.
Highlights:
n
n
n
n
n
S etting toolbar preferences
Creating and using bookmarks
Using watermarks, sticky notes, stamps and text boxes
Using the comments toolbar
Using tick marks and workpaper references
Format: Web-based
Duration: 2 hours
Duration: 1 hour
Customized Training
We offer Web-based or onsite customized training sessions for
CCH Engagement customers who want training focused on specific
challenges or areas in their practice and workflow. Training will be
preceded by a consultation to ensure that the customized session
covers the appropriate topics.
CCH Engagement Customization Service
To save you even more time and ensure that CCH Engagement
completely matches your needs, we can create customized templates
for financial statements or entire binders specifically for your practice.
All you need to do is fill out a straightforward requirements questionnaire
and our product experts will create the templates for you. In order to
ensure that the template design is effective, our consultant will contact
you to discuss your detailed requirements prior to customization.
Enhanced Learning options
Format: Web-based
Prerequisites: Network knowledge and experience
Format: Web-based or onsite upon request
Duration: 1 day
53
CCH Practice
CCH Practice Billing
CCH Practice Project Management
Learning Outcomes:
Learning Outcomes:
Learn how to create quick bills using all of the client’s WIP, or
detailed bills that include partial WIPs, transfers, and line item
mark-ups and mark-downs. Geared for the end-user, this course
focuses on how to apply billing decisions.
Increase your productivity by learning how to effectively track
projects and stay up-to-date on which team members are working
on particular tasks.
Highlights:
n
n
n
Format: Web-based
Duration: 1 hour
CCH Practice Custom Report Writer
54
reating, editing and reporting on projects and tasks
C
Managing your firm’s workflow by tracking projects
Assigning tasks to employees and monitoring due dates
Updating projects using Time Entry
Format: Web-based
Learning Outcomes:
Enhanced Learning options
n
This session shows you how to create custom reports in addition to
the 28 existing reports in CCH Practice. This hands-on class works
best when one computer is dedicated to the online meeting room
and a second computer is used to complete the exercises.
Duration: 2 hours
CCH Practice Best Practice Consulting
Learning Outcomes:
C
reating the look and style of custom reports
n Using tables and fields when creating reports
CCH offers customized, one-on-one training and consulting for
CCH Practice users. Our specialist will discuss your needs and tailor
a program for your firm.
Format: Web-based
Format: Web-based
Highlights:
n
Duration: 4 hours
Duration: Minimum requirement of 1 hour
For complete training details or to schedule a session, please
contact your training coordinator Shannon Kneebone at
1.800.268.4522 or email cservice@cch.ca.
CCH Practice Time Entry
Learning Outcomes:
This is an end-user training session, focused on entering, editing,
submitting, and posting time and expenses.
Highlights:
n
n
U
sing the daily calendar, time clocks and to-do list
Tracking appointments, projects and tasks
Format: Web-based
Duration: 1 hour
U.S. Tax Research Products
ProSystem fx Tax
U.S. Tax Research Products
(including IntelliConnect and ARM)
ProSystem fx Tax
Learning Outcomes:
Learning Outcomes:
Web-based training sessions covering a wide range of topics related
to U.S. tax research products are available for free or for a nominal fee
at http://tax.cchgroup.com/training/livetrainingconsulting (no www).
Course Examples:
n
n
n
n
n
n
n
n
Course Examples:
n
n
n
Introduction to IntelliConnect
Practical Tax Professional/Practical Tax Expert
Standard Federal Tax Reporter
Tax Research Consultant
State Tax Reporters
Sales Tax Research Compliance Manager
State Business Income Tax & Compliance Manager
Accounting Research Manager ($50 registration fee applies)
Format: Web-based
Our training and consulting team offers several courses designed for new and experienced users. For details and registration, visit http://tax.cchgroup.com/Training/tax (no www).
Duration: Check website for details
n
Introduction to ProSystem fx Tax (3 hours)
Introduction to Worksheet View (1 hour)
ProSystem fx Tax: Introduction to Business Returns (3 hours)
ProSystem fx Tax: Introduction to Individual Returns (3 hours)
Format: Web-based
Duration: Check website for details
Jo in us at thes e
CCH e ven ts !
CCH does more than deliver industry-leading accounting
software and expert product training and support. We also
provide learning and networking opportunities focused on
helping accounting professionals achieve increased efficiency
and profitability through our much anticipated industry events.
CCH User Conference
Connect with your peers and industry experts at this world-class
annual event presented by CCH U.S. Learn about the latest
industry trends and technologies, and discover best practices and innovative ideas.
“I’ve been “conferencing” for
many years and this (CCH User
Conference) was one of the best.
I not only met great people,
learned lots and ate well; I
thought new thoughts and came
home energized… I have people
to contact out there in “user
land” that I met at the great
round tables and will be including
Building Intelligent Businesses Tour
This seminar explores innovative strategies and technology
trends to help you ensure an efficient practice today while
building the foundation for profitable growth in the future.
Le arn mo r e
Contact your CCH Account Manager or visit www.cchuserconference.com and
www.cch.ca/practiceinnovation.
gems from them in my summary
and plans for change. Hope to
see you next year too.”
S. Link, cga
Cameron Izard Snell Professional Accountants
Ten Tips for Making the Move to Paperless
True to its reputation as a technologically savvy organization, VanParys Micacchi Shippey & Warnick LLP
in Oxford County, Ontario, has transformed itself into a paperless practice with true document management
capability. Dino Micacchi, the firm’s Finance and Technology Partner, shares his top 10 tips for going paperless.
Ten Tips for Making the Move to Paperless
56
1.Plan, plan, plan. You will likely need
to spend three times as much time
planning your migration to paperless
as you will implementing it. As part
of the planning stage it is imperative
to get buy-in from the top to ensure
that your entire organization
embraces the move.
2.Make it a team effort. Organize a
dedicated “Champion Team” to
gather information, test the various
products and forecast potential cost
savings from going paperless.
3.Seek and you shall find. Perform a
comprehensive search of all available
applications and products. We
talked to three potential paperless
application suppliers before we finally settled on CCH Scan
and CCH Document from
CCH Canadian Ltd.
4.Take small steps before making big
decisions. Consider doing a pilot
test to quantify the benefits of the
transition to paperless. We did this
with CCH Document and CCH Scan,
and as a result we were able to
estimate savings of 1.8 full-time
equivalents per year, plus
considerable reductions in our
paper and storage costs.
5.Timing is everything. To reduce
the strain on company resources
most firms should consider going
electronic with tax returns and
initiating implementation of
year-end files outside tax season.
6.Do not reinvent the wheel. If the
basic systems you are using right
now are up to industry standards,
then simply adapt them to an
electronic environment. If not, the
move to paperless may require that
you standardize your processes.
7.Seize the moment. Moving to a
paperless world will open up other
kinds of opportunities. At our firm,
we also implemented XCM, a
workflow management solution
that allows us to see who is overand under-utilized so that we can
shift assignments to even out the workload between offices and individuals.
8.Enjoy that feeling of security. The
beauty of going paperless is that you
and your clients can exchange files
electronically. Do this in a safe and
secure environment by setting up a password-protected portal.
9.Make sure you’ve got the goods.
Ensure that you have everything you need to go paperless. We deployed
CCH Document, CCH Scan, a Kodak
1220 high-speed scanner, XCM, dual
monitors and Adobe Professional.
You may also want to go with
third-party hosting and thin client
units and an application delivery
system to save space.
10.Be proactive. Think what other
processes may be improved by
making them paperless. One day
soon, we will all be able to bill our clients and receive payment
without any paper being produced.
There may be some bumps along the way, but when you weigh the enormous
benefits that may be achieved by going paperless, you will find it well worth the time
and effort to get there. You will be reminded of these benefits every time you need
to quickly access information and share documents with clients — and whenever you
look at your firm’s financial statements and notice how much you have saved on
administration and storage costs.
■
CCH Accountants’ Suite
Ten Tips for Making the Move to Paperless
Intell ig ent
Workflow Overvi ew
■
■
Secure and convenient
document exchange
regardless of file size
■
Easy and effective
collaboration with clients
Reduce hard costs and
improve file management
Centralized, secure native
file management system
■
Save time – find files fast
■
Enhance collaboration
■
Enjoy anytime-anywhere
access to client files
■
■
■
■
Retain intellectual assets
■
Accurate, up-to-date, and
relevant tax and accounting
information at your fingertips
■
Facilitates collaboration
across your firm
Automatically identify
subject matter experts
■
True to its reputation as a technologically savvy organization, VanParys Micacchi Shippey & Warnick LLP
in Oxford County, Ontario, has transformed itself into a paperless practice with true document management
capability. Dino Micacchi, the firm’s Finance and Technology Partner, shares his top 10 tips for going paperless.
2.Make it a team effort. Organize a
dedicated “Champion Team” to
gather information, test the various
products and forecast potential cost
savings from going paperless.
3.Seek and you shall find. Perform a
comprehensive search of all available
applications and products. We
talked to three potential paperless
application suppliers before
we finally settled on CCH Scan
and CCH Document from
CCH Canadian Ltd.
4.Take small steps before making big
decisions. Consider doing a pilot
test to quantify the benefits of the
transition to paperless. We did this
with CCH Document and CCH Scan,
and as a result we were able to
estimate savings of 1.8 full-time
equivalents per year, plus
considerable reductions in our
paper and storage costs.
5.Timing is everything. To reduce
the strain on company resources
most firms should consider going
electronic with tax returns and
initiating implementation of
year-end files outside tax season.
6.Do not reinvent the wheel. If the
basic systems you are using right
now are up to industry standards,
then simply adapt them to an
electronic environment. If not, the
move to paperless may require that
you standardize your processes.
7.Seize the moment. Moving to a
paperless world will open up other
kinds of opportunities. At our firm,
we also implemented XCM, a
workflow management solution
that allows us to see who is overand under-utilized so that we can
shift assignments to even out
the workload between offices
and individuals.
8.Enjoy that feeling of security. The
beauty of going paperless is that you
and your clients can exchange files
electronically. Do this in a safe and
secure environment by setting up
a password-protected portal.
9.Make sure you’ve got the goods.
Ensure that you have everything you
need to go paperless. We deployed
CCH Document, CCH Scan, a Kodak
1220 high-speed scanner, XCM, dual
monitors and Adobe Professional.
You may also want to go with
third-party hosting and thin client
units and an application delivery
system to save space.
Search and access
your Tax & Accounting
Research and CCH Document
database subscriptions
directly from within
CCH KnowledgeConnect
■
Accurate and relevant
research is always right
at your fingertips
■
Context-sensitive links
from Taxprep to relevant
information provide
immediate answers to tax
preparation questions
■
■
An easy-to-use website
creation tool with
instantly accessible tax
articles and content
Expand your marketing
strategy and enhance
customer relationships
Create a website in less
than 30 minutes
Integrates with MS Outlook
Outlook
PDF
Vision.
Excel
Word
CaseWare
CCH
KnowledgeConnect
Transformation.
1.Plan, plan, plan. You will likely need
to spend three times as much time
planning your migration to paperless
as you will implementing it. As part
of the planning stage it is imperative
to get buy-in from the top to ensure
that your entire organization
embraces the move.
■
Intelligent Practice.
CCH
Document
Digital workflow reduces
data entry and paper file
management costs
CCH
Scan
Transforming your firm into a more
intelligent practice requires vision
and planning — backed by powerful
tools that streamline your workflow
and help you expand your client
services. This is exactly what
CCH Accountants’ Suite delivers.
58
Intelligent Workflow Overview
Ten Tips for Making the Move to Paperless
56
Ask questions, search and
publish information in one
single location
CCH
Portal
CCH
Site Builder
Tax &
Accounting
Research
T1
T3
T2
Publish PDF files
Taxprep®
GIFI
CCH
Engagement
■
Unmatched reliability
■
Maximized accuracy
■
Industry-leading support
■
Expert training
■
Financial
Planning
The most comprehensive
tax software in the market
ProSystem fx
Tax
CCH
Practice
10.Be proactive. Think what other
processes may be improved by
making them paperless. One day
soon, we will all be able to bill
our clients and receive payment
without any paper being produced.
CCH
Profit Driver
■
■
■
There may be some bumps along the way, but when you weigh the enormous
benefits that may be achieved by going paperless, you will find it well worth the time
and effort to get there. You will be reminded of these benefits every time you need
to quickly access information and share documents with clients — and whenever you
look at your firm’s financial statements and notice how much you have saved on
administration and storage costs.
■
■
■
Capture more billable hours
Puts you in control of who
does what and the progression
of each project
Produces standard
reports to improve your
management decisions
Invoices
■
Performance
reports
■
■
Paperless working papers
application that reduces costs
and promotes collaboration
among staff
Dynalink transfer of GIFI
between Corporate Taxprep
and CCH Engagement further
streamlines processes
Robust security features
protect important data and
help ensure file integrity
■
■
Tap into new revenue
streams by offering new
client services
Analyze the strengths and
weaknesses of a client’s
business and offer sound
strategic advice
■
■
Financial Planning
education for
accountants
FP Solutions Financial
Planning Software:
four levels of financial
planning power
oneSource: The
Financial Planner’s
Search Engine
U.S. tax forms and guides,
including those used by
Canadian tax preparers
Pay-per-return option for
lower volume users
What is true document
management?
True document management is the foundation of the success of a paperless practice. In a true document management environment, all documents ­— from client tax returns
and slips to internal files and emails — are stored in one central location accessible
throughout the various stages of your workflow. A true document management system
saves you time by letting you quickly access, manage and move your files. It also
reduces costs by eliminating the need for physical paper storage (did you know that
150 GB of hard drive stores the equivalent of 70 filing cabinets of paper?) and
making it unnecessary to produce hard documents for client deliverables.
With true document management you can:
n
Enforce file access through one secure interface, with audit trails and
version controls in place
Quickly find and retrieve all documents, including completed files
n Maintain files in their native format to ensure full functionality and usability
Did you know?
Employees spend 50 per cent of their work
time looking for a document and between
5 to 15 per cent of their time reading it
90 per cent of all work files are moved from
place to place in the office
The average document gets copied 19 times
7.5 per cent of all documents are misplaced
while 3 per cent get misfiled
Source: A study conducted by PriceWaterhouseCoopers, 2005
n Securely lock down completed files for archiving
n Maintain multiple versions of each document while keeping the most
recent copy active
n Automatically manage data files based on document retention policies you set
n Communicate and collaborate securely and easily with clients through an
integrated Client Portal
n Work seamlessly with other software such as tax software, time and billing
applications, and Outlook
n See page 20 for information on how CCH Document enables true
document management.
CCH Document
PART OF THE CCH ACCOUNTANTS’ SUITE
Document storage solutions that don’t allow for
ongoing changes can stop you cold.
Some electronic storage only allows you to store documents in PDF format.
But what if you need to change a file afterwards?
Quite likely, you’ll be left out in the cold.
CCH Document lets you store your documents in their native file type. You
can choose to lock them down securely or work on them with full security
controls. And if you want to convert your files to PDF and store them within
CCH Document, you can.
With CCH Document, your colleagues can index, store, track, search and
retrieve all electronic files in your firm. Plus, you can better serve your clients
by taking advantage of the secure and integrated Client Portal to make any
document available instantly and remotely.
CCH Document will improve your productivity and reduce the costs associated
with creating, storing and retrieving paper documents. To find out more,
contact your CCH Account Manager at 1-800-268-4522 or visit us at
www.cch.ca/Document
0927-4-10
M845