Enhanced IntelliConnect and CCH Tax Calendar Offer New Collaboration Features

CCH, a Wolters Kluwer business recently updated its CCH IntelliConnect platform and CCH Tax Calendar, providing users with faster answers and easier navigation. CCH provides tax, accounting and audit information, software and services.

“Vivid displays, a cleaner look and easier navigation are providing CCH Tax Calendar and IntelliConnect users a competitive advantage, especially when trying to find information quickly, efficiently and making changes while on-the-go,” said Tina Rajski, CCH Product Manager.

New IntelliConnect enhancements include Note & Highlights and Shared Research Folders. When used together, firms can store documents for a client with notes added in a research folder. Firms can also share those documents with other team members who may serve specific clients as well as create folders based on a topic that can be shared with firm staff.

Other recent IntelliConnect enhancements include relate buttons added to Treasury Regulations providing one-click navigation from regulations to related Code, explanations and annotations; IRC History Relate buttons available in CCH code-arranged content, including the Standard Federal Tax Reporter, Federal Estate and Gift Tax Reporter and Federal Excise Tax Reporter; case treatment codes added; new federal income tax credit smart chart; new unrelated business income tax smart chart; new CCH state tax smart chart topics and an enhanced IRS manual.

“Along with the emailing multiple documents feature launched last year, these new IntelliConnect enhancements focus on a practitioner’s entire research workflow including review, consultation, collaboration and sharing expertise - making it easier for practitioners to work more closely with others,” said Rajski.

The redesigned CCH Tax Calendar, available via IntelliConnect and CCH Mobile, is optimized for iOS and Android mobile devices and Amazon Kindle Fire HD. It also features a new user interface, improved navigation and new sync options. Users can sync created tax calendars to a variety of calendar applications, as well as print and export entries and share details via email.

“These new enhancements reflect the consistent dialogue we have with our customers,” Rajski said. “Through their feedback and suggestions, we’re able to drive innovation and enhance our research platform at a competitively fast pace to meet their needs.”